Creating new revenue and client engagement

[caption id="attachment_4502" align="alignright" width="211"] Simon Rayner, Dynamic Orange[/caption]

Dynamic Orange Case Study

When it comes to financial advice, people tend consider how much it's going to cost before they can realise and can appreciate the actual value it may bring to them. Bridging the gap in understanding is a key challenge for many advisers and one that Simon Rayner, a director and financial adviser at Dynamic Orange, has helped his clients with. Since using Moneysoft, he's seen a vast change not only in his client's behaviours, but in how efficiently he's been able to grow and scale his business. “Moneysoft provides the on-going accuracy we need to see the way clients are behaving by collating and analysing all of their accounts and investments in real time. How you package it, bring it to your market, and explain it to clients – that was a learning curve.”  To read the full case study click here. [su_button url="https://www.moneysoft.com.au/wp-content/uploads/2018/06/CaseStudy-Dynamic-Orange_2018.pdf" target="blank" style="flat" background="#3db657" size="8" center="yes" radius="0"]Read the case study here[/su_button]

Posted 7 years ago Less than a minute to read