Pricing
-
Starter
£99/ mo*Full Video Library access for one user
Plan includes:
- Risk management videos
- Engagement videos
- Full reporting
-
Increased viewing limits -
Branded webforms -
Custom complete screen -
Campaign tracking -
Client tags -
Client opt outs -
Enhanced security options -
Priority support
*Excl VAT and £99 setup fee
Usage limits apply -
Team
£165/ mo*Team licence with 4 system users
Includes all Starter features plus:
- Risk management videos
- Engagement videos
- Full reporting
- Increased viewing limits
- Branded webforms
- Custom complete screen
-
Campaign tracking -
Client tags -
Client opt outs -
Enhanced security options -
Priority support
*Excl VAT and £99 setup fee
Usage limits apply£310/ mo*Team licence with 8 system users
Includes all Starter features plus:
- Risk management videos
- Engagement videos
- Full reporting
- Increased viewing limits
- Branded webforms
- Custom complete screen
-
Campaign tracking -
Client tags -
Client opt outs -
Enhanced security options -
Priority support
*Excl VAT and £245 setup fee
Usage limits apply
Trusted by top companies
Better informed clients
Our interactive & impartial video experiences break down topics so your clients can learn at a pace to suit them and underscore your client centric approach and brand values.
Reduces business risk
Our reports evidence client engagement and understanding on higher risk areas, helping protect you against complaints and achieve regulatory compliance.
Video library
These topics have been selected by experts as posing particular risks to advisers' businesses. Start using them with clients today to help you achieve regulatory compliance and protect yourself from potential future complaints.
These topics are ideal for creating awareness and action around important financial topics for clients, professional connections and referrals. An engaging, professional and efficient way of enhancing and projecting your brand.
I am sure that the FCA would consider firms providing independent, unbiased information to clients in advance of a first meeting as a good practice approach.
Our impact
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Our standard SaaS plans have a credit-based, fair usage limit on our Risk focused topics. For the Starter plan this is 250 credits and the Team plan is 500 credits.
These are annual limits that renew each year.