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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.
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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