Magical ways to connect with clients

Making the right connectionToday’s advisory process is not about selling products,

it’s about having conversations with clients, it’s about

the advice, it’s about the relationship...and at Sammedia

we believe this is a model that should be carried right

through to the technology you use.

Our solutions focus technology around your clients,

forming the connections that will drive your business

forward. We help you to deliver service that is no longer

simply about ‘managing’ your client, it’s no longer just

about the transactions you make; it’s about collaborating

with your clients. Sammedia’s solutions are absolutely

focused on ensuring that you can really connect with

your clients and keep that conversation going 24/7. Our

solutions are client-centric but their outcome is very

much adviser-centric.

At Sammedia we put your clients at the very heart of

your technology approach, allowing you to put your

clients at the very heart of your business.

Your client’s entire financial lifeMoneyinfo marries your clients’ online banking with a

new approach to portfolio reporting, providing your

clients with a unique online service where they can view

up-to-date information on their entire financial life. All

under your firm’s brand.

It allows your clients to view their disparate online

banking balances and transactions, from banks, credit

cards and loans alongside information you provide

such as plan and portfolio valuations, and it does so

transparently with a stunning, client-friendly interface

that is so intuitive, it drives your clients to enter more

information about their personal finances.

By providing an aggregated view of a client’s entire

financial life, the fact-finding process is transformed from

a static ‘guess-find’ taken at one point in your client’s

life, to one that is constantly changing; a self-updating

fact-find that records real income and expenditure

alongside real changes in wealth. Moneyinfo allows you,

the adviser, to react to changes in your client’s financial

circumstances as and when they happen and in the

process, deliver an ongoing and cost-effective service.

Moneyinfo is unique. Unique in bringing

everything together. Unique in the way it does it.

Information is presented to your clients through

a beautifully animated interface that encourages

client engagement and input. It does away

with our industry’s obsession with tables of

data, instead using interactive graphics to make

reporting of complex data relationships suddenly

seem obvious and simple.

In so doing, Moneyinfo allows you to deliver an

online service that is both relevant and engaging

to your entire client base.

If Moneyinfo helps you deliver what your clients

want, you as their adviser, will get what you

want. Your clients want 24/7 access to data on

all of their finances, as and when they want it, in

a format that is easy to understand and access.

You want accurate client data, you want to know

when clients’ financial circumstances change,

you want to be able to meet the demands of

RDR and you want to have the ability to target

services profitably.

Moneyinfo is a service that delivers to both you

and your clients.

Moneyinfo provides true fact-finding in a new

and unique way. Instead of confronting a client

with endless forms and questions, it builds up a

picture of the client’s financial life automatically.

Moneyinfo knows exactly how much disposable

income a client has, when income changes,

how much mortgage payments are and even

the APR a client is paying on their credit. It has

the innate ability to strengthen adviser-held

client information with real-world, real-time

information.

You can proactively offer appropriate services

as and when your client’s circumstances change.

For the first time, you could be made aware

of when your client in a lower wealth bracket

moves up from one segment to another.

Service more clients profitablyMoneyinfo means that you can service more

clients profitably and it helps you generate more

revenue through efficient, professional online

servicing. Moneyinfo changes the dynamics of

your business so that you can service more

clients than ever before.

A unique service

Online Banking...all in one placeMoneyInfo delivers true online banking

aggregation. Until now, unless a consumer held

all of their bank, mortgage and credit accounts

with the same provider, they have been unable to

see a single aggregated view of their information.

Moneyinfo changes this. Moneyinfo allows them

to see their Barclaycard statement right next to

those of their Lloyds TSB and Natwest accounts.

Not only does MoneyInfo pull this information

into one place, it summarises it into Income and

Spending screens. For the first time, you and

your clients gain a real-time picture of their total

outgoings versus their income, allowing you to

not only see accurate income and expenditure

data, but also how it changes over time.

For privacy purposes, clients’ statements are only

visible to them, however advisers still benefit

by gathering critical data on their finances. The

client’s account balances are summarised into

the Assets and Liabilities screens, providing

you, their adviser, with a constantly up-to-date

summary of their overall wealth and debt. This

means that you can tailor your client’s financial

advice more than ever before.

Wraps and PlatformsMoneyinfo links directly to Wraps and Platforms,

taking bulk data and price feeds every 24 hours.

There is no longer any need for you to key in

data, valuations and changes to your clients’

portfolios that just happen every day.

Many advisory firms today utilise two or more

platforms within their business, however the

downside of delivering a multi-platform service

is that doing so results in an inconsistent user

experience for your clients. Every platform has

its own client servicing portal, and every one

is different, but your business only has one

customer base.

Your consistent serviceMoneyinfo ensures your business provides

a single client reporting and fact-finding

experience, however many platforms you use.

Your online client servicing becomes coherent

and consistent, enabling all of your clients to

benefit from Moneyinfo’s advanced consumer-

friendly interface and features, even if you use a

number of different platforms or wraps, or move

your investment servicing from one platform to

another.

Your firm’s online service should be your firm’s

online service. Every time a client logs in is an

opportunity to strengthen your relationship,

building ever stronger associations between

their finances and their professional adviser.

Moneyinfo supports that process by bringing

everything that is important to your client

together in one place under your brand.

Online banking & investments...all in one place

Moneyinfo gives you the means to deliver service

excellence to all of your clients, and clearly

demonstrate the value in the services you offer.

With Moneyinfo, you can define an expanded

service proposition to reach a greater number

of clients in a way that is distinctive, innovative

and profitable. Moneyinfo means you can directly

relate the income you receive to the services you

offer, making your business RDR compliant.

• Your clients view their entire financial lives in once place

• Your name whenever your clients check their bank account or credit card balances

• Your client’s first thought is you, not their bank, when their financial circumstances change

• Clearly demonstrate and communicate the value

• Expand your service offering to new client segments

• Deliver high quality service to all of your clients, profitably

• Justify 100% of your recurring income post RDR

Moneyinfo and RDR...

The forthcoming, FREE Moneyinfo iPhone app,

will allow your clients to access their Moneyinfo

information through their iPhone any time, any

place. The service will provide your clients with a

level of convenience and usefulness they simply

cannot get anywhere else and always under your

brand.

The Moneyinfo iPhone app will only be available

to clients of Advisory firms using Moneyinfo.

Client-centric servicesWhen asked ‘Are your client-facing services

client-centric?’, most firms and platforms in our

profession would reflexively answer yes, yet

these same services are typically visited by only

a tiny fraction of the clients they are supposedly

servicing, and perhaps only once or twice a year!

Moneyinfo is a truly client-centric service

because it has been built with a client’s wants

and needs at the core of both its features and

its functionality. The Moneyinfo iPhone app

illustrates this philosophy perfectly, delivering

what your clients want, where and when they

want it.

Moneyinfo and iPhone

Websites made simpleFor a relationship-driven business, an effective website

is an essential part of your marketing, sales and client

service proposition,.

IFA-Netsite provides a cost-effective, easy-to-use

website content management system (CMS) onto

which we will apply either your own unique custom site

design or you can apply one of over thirty free designs

we provide. Either way, we take care of the hosting, and

provide you with a sophisticated web management

system which means your website is always current, with

personalised, informative content for your site visitors.

A website must be kept regularly updated to keep your

site visitors engaged with relevant, informative content

and to maximise search engine hits. You can use your

website to provide information or support to your

existing clients through articles, a blog or other material.

IFA-Netsite makes it simple for you to update your site

with new, fresh content to ensure your visitors keep

returning.

Your unique brand onlineA unique design for your unique business. A

bespoke design is the single most effective

method of distinguishing your business online

from your competitors.

You can choose to have a bespoke design applied

to your IFA-Netsite site at any point. Every page

of your site will immediately inherit the new

design whilst retaining all of the benefits of the

underlying IFA-Netsite technology, including full

editablility and control.

We’ll want to find out about your company as

well as the aims you have in mind for your site.

We’ll learn about your core target market, what

makes your business stand out, what kind of look

and feel you think is most appropriate. Following

these initial discussions, we’ll come up with

some design ideas for you to consider. Further

discussions will take place whilst we refine ideas

to a final design you are totally happy with.

Bespoke design can be as much about function as

form. We’ll ensure you make informed decisions

about all aspects of your site. Whether it’s about

the type of navigation to use or the general feel

of the site.

Bespoke design

The final part is to overlay this final design onto

your IFA-Netsite site. The whole process of a

fully bespoke design usually takes one to two

weeks.

Or... a free templateIFA-Netsite comes with a wide selection of

professionally designed templates that you can

apply to your site with a click of a button. Ideal

for companies who are seeking to limit their

budget but still want a high quality website.

IFA-Netsite free template designs remove all

website setup costs and so are ideally suited for

smaller firms who want to keep control of their

costs. You simply choose the design you want

and start adding content about your firm.

Unlike other template systems, IFA-Netsite’s

Unlike other template systems, IFA-Netsite’s

free skins don’t look like template design! It’s

important that a free template does not equate

to a cheap look and feel. Our stunning designs

deliver a really professional, high quality online

presence.

IFA-Netsite’s underlying content management

system also means you are free to change design

at any time, even upgrade to a fully bespoke

design when it suits you, without the usual cost

of re-deploying all your existing content to a

new design. IFA-Netsite allows your website to

grow with you.

Mortgage websites

Competing with the GoliathsWith the advent of the large comparison sites

such as Moneysupermarket.com, consumers

have become increasingly demanding, expecting

online best-buy tables and mortgage search

services as a given on any mortgage website.

This has made it difficult for the small to medium

independent advisory firm to compete online.

However the advantage advisers do have over

these faceless services is genuine expertise,

knowledge and the ability to provide advice.

Netsite Mortgage Edition aims to help advisers

pair these core advantages with those of the

feature-rich online services consumers now

expect. The two combined are a winning

combination.

Polish and SubstanceWith Netsite Mortgage Edition, we provide a

service that was as polished in its design, and

as rich in its functionality as a high-end, bespoke

mortgage trading site… but provide it at a

market-leading, low cost.

The Mortgage Edition sites utilise very high-

end designs, and fully integrated best-buy tables

and wizards. There’s no pop-open window that

makes it obvious the user is utilising a third party.

Every element is fully integrated and embedded

into your site, your brand.

Mortgage Edition sites include best-buy tables

that are updated hourly. The service includes

Sesame specific deals and panels, all of which

you can access through a control panel. You can

decide whether your site should display lender

names or not and even whether direct offer

deals are included or not. You have control.

The find-a-mortgage wizard is the shortest in

the industry. It asks the minimum number of

questions needed to search the whole market,

ensuring you get the maximum number of leads.

You are notified by email of new leads and the

client’s details are kept securely online for you to

download at your convenience.

Online Hips & ConveyancingWeb-Builder Mortgage edition completes your

online service by delivering competitive, income-

generating Hips and Conveyancing services. With

referral fees you can set yourself (anything up to

£200/referral) and a bank of solicitors that you

can add to, the conveyancing service delivers a

double-win. Cheaper quotes to your clients with

higher fees to you! The service includes features

such as full case tracking, quotes saved online,

and the ability for your clients to read and leave

real feedback on the selected legal firms.

Netsite Mortgage edition gives your firm the

online advantage.

Client feedback...your greatest assetDo you know what your clients really think about your

service? And if you do, are you making the most of the

feedback your clients give you?

TCF Centre makes the process of gathering feedback so

simple so that you can focus on really using the results

to ensure that clients remain confident in the service

and advice given, and that you can continually adapt to

your clients’ changing needs and wants.

TCF Centre makes it easy for your clients to provide

you with feedback, using a medium that is fast and

professional. A timely email received by your client, or

a page on your website with a simple click through to

your personalised, branded client questionnaire ensures

rapid, relevant feedback; real-time feedback that you

can measure, analyse and act upon. With high response

rates and extensive management information, TCF

Centre ensures that your client feedback programme

goes much further than simply a tick box exercise.

Turning a regulatory requirement into a business assetFocus your marketing and build your brandTCF Centre ensures that you can align your

service, marketing and branding efforts with the

needs of your clients. TCF Centre helps you drive

more business and encourages connections

through innovative links to social networking

sites. This means that your client feedback

process becomes a marketing tool as well as

delivering meaningful measures of your firm’s or

advisers’ quality and your client satisfaction with

the services you offer. TCF Centre includes the

ability to link directly into social networking tools

like Linkedin or Twitter to promote professional

connections and referrals, achieving on average

a 20% increase in the numbers of referrals you

receive.

Identify referral opportunities, gain more testimonialsAs well as identifying how satisfied your clients

are with the services you offer, TCF Centre helps

you to find new opportunities by identifying

clients who will give you referrals or testimonials.

Graphs, icons and email alerts tell you the type

of feedback you have received at a glance.

The best time to ask for a referral is immediately

after you have just provided excellent service

to your clients. TCF Centre generates referrals

by allowing you to automatically ask for a

referral when a client responds positively to a

questionnaire.

Delivering fair outcomes for all your clientsTCF Centre automates your client feedback

process so that you can ask 100% of your clients

for their opinions on your service. It produces

management information targeted against the six

Treating Customers Fairly outcomes to give you

measurable results for regulatory assessments.

Customisable for a personal approachMaking your client feedback questionnaires

personalised is the key to great response

rates and delivers to your clients the familiar,

personalised service they expect. TCF

Centre gives you the ability to customise the

questionnaires to suit your specific approach.

Add your logo and corporate style or set your

own email templates to ensure your clients

receive feedback requests that carry your brand.

You can also add your own questions, perhaps

to ask about your approach to communication,

client care or to gauge interest in other services

that you offer.

TCF Centre lets your clients drive your business

forward.

Made the right connection?

All of Sammedia’s services provide very ‘visual’

experiences, you have to see them ‘live’ to really

appreciate how they may help your business.

Give one of our team a call on the number below and

you’ll find we’ll be delighted to provide you with an

online demo of any of our services.

Tel 0845 4560304www.sammedia.com

Tel 0845 4560304www.sammedia.com