MyMoneyPlatform is an online solution which allows traditional financial institutions to streamline their financial sales processes through more effective and efficient sales lead qualification. Our white-label SaaS technology integrates with the institutions website and then directs a portion of their web traffic through an online sales process.
MyMoneyPlatform digitises the first 3 of the 4 stages of a financial sales call; the 4 stages being Introduction, Fact-Find, Pitch and Close. The platform introduces consumers to personal finance (Introduction), and then prompts them for relevant data (Fact-Find). Consumers will learn the story of their finances from the comfort of their own home. The software illustrates any gaps in their finances and how they can close those gaps (Pitch). This creates substantial time-saving for the advisers conducting the sales call and also better qualifies leads.
As many new money management solutions look to by-pass advisers MyMoneyPlatform can supply...
MyMoneyPlatform is an online solution which allows traditional financial institutions to streamline their financial sales processes through more effective and efficient sales lead qualification. Our white-label SaaS technology integrates with the institutions website and then directs a portion of their web traffic through an online sales process.
MyMoneyPlatform digitises the first 3 of the 4 stages of a financial sales call; the 4 stages being Introduction, Fact-Find, Pitch and Close. The platform introduces consumers to personal finance (Introduction), and then prompts them for relevant data (Fact-Find). Consumers will learn the story of their finances from the comfort of their own home. The software illustrates any gaps in their finances and how they can close those gaps (Pitch). This creates substantial time-saving for the advisers conducting the sales call and also better qualifies leads.
As many new money management solutions look to by-pass advisers MyMoneyPlatform can supply a B2C product for free while sharging advisers to white-label our software.Admin access on the back-end gives advisers access to re-brand the platform, control variable rates and text and manage a CRM. Our software tailors for the needs of the institution as well as the desires of their customers.

Economic Buyer: Generate leads by allowing their customers to engage with a digital solution first, which explains everything about their personal finances in a simple and intuitive platform.
A built-in CRM gives the financial institution full oversight of how the consumers engage with the software and also what the results of their interaction are. We give administrative access of the software to the institution also giving them full ownership of any variables the software utilises. Financial institutions can be brokers, advisers, planners, insurance companies, banks etc.

End user: A strong focus on simple, intuitive design means the consumer can scroll through their finances and learn of all their needs easily. The consumers better understand the decisions they are making. Attach online bank accounts in seconds. Use this feature with other simple tools to ascertain your complete financial health
Market: The insurance industry is undergoing a structural shift with increased regulation, greater price transparency, diminishing customer loyalty, multiple interaction channels and the cloud breaking the value chain. The foundation of the industry is the consumers.
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