An award winning app – the perfect tool for financial advisers and wealth managers

Secure, real-time and two-way sharing

For the first time, consumers can see all of their financial accounts aggregated in one place and securely share this with their advisers at the click of a button. Advisers in turn, link their managed pensions and investments to provide consumers with a holistic, 360 degree, financial view.

Simple account onboarding allows both the user and financial adviser to immediately understand personal spending and saving behaviours. Moneyhub provides automated daily updates and intelligently categorises income and expenditure. This extra layer of user intelligence, combined with existing customer information will strengthen engagement and identify specific financial needs.

Customer sharing options

 

Adviser view of information shared by customer

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Faster and more accurate fact finding

Moneyhub facilitates faster and more accurate fact finding for advisers through a secure connection to customers' financial information. Advisers can now see an up-to-date view of the consumer’s entire portfolio alongside an income and expenditure analysis and cash flow. This allows them to spend more time with their customers, making informed decisions based on factual information.

Automated daily categorised transactions built using Moneyhub's proprietary algorithms mean users and their financial adviser will always see the overall current financial position. This accelerates the financial intelligence of everyday and long term money management and supports the customer's financial wellbeing.

Adviser's detailed view of customer's finances

Sending nudges to your clients at the touch of a button

Wealth management businesses can provide customers with an engaging digital solution that helps them take control of their finances, using machine learning and artificial intelligence. Data surfaced from users' financial behaviour provides advisers with crucial insight to customer needs. Moneyhub becomes the ideal proactive aide to nudge customers, segmented based on demographic or financial information, with relevant financial services and helpful investment recommendations based on unique insight to grow your business.

Adviser nudge screen

Let your customers see their entire financial world in one place with an award winning app

Personalised engagement with each and every customer

Moneyhub combines Artificial Intelligence (AI), data analytics and nudge psychology to surface, powerful and actionable personal financial insights to each of your customers through our platform. These “nudges” can be delivered through a number of different channels as required by our clients. Nudges in the app are displayed as cards on the app’s home page, so they are quickly and easily visible to the consumer as they log in. Push notifications are used to alert consumers to important new nudges.

API integration creates an enterprise ready digital solution right away

Your customers can aggregate all their financial accounts with simple onboarding and immediately understand their personal spending and saving behaviours and set relevant goals.

Daily categorised transactions built using Moneyhub's proprietary algorithms mean your customers will always know the status of their financial accounts. This takes the stress out of everyday and long term money management and supports financial wellbeing.

As a bank you can give customers an engaging digital solution that helps them take control of their finances. Data surfaced from users' financial behaviour provides crucial insight to customer needs.

 Moneyhub becomes the proactive financial assistant by nudging consumers with relevant product offerings  helpful financial recommendations.