Ep 19: Onboarding clients from the get-go feat. Anna Wren, Administration Manager at Motus

This episode of AdviserTech Unplugged features Anna Wren, Administration Manager at Motus Financial Planning. Anna discusses how Motus have approached integrating moneyinfo into their business, and how she has implemented new ways of working into their everyday processes to bring Motus closer than ever to their clients. Motus provides financial planning services to a wide range of professional clients including lawyers, accountants, bankers, architects, and media professionals. They pride themselves on delivering a personal service and engaging with clients in conversation to understand how to make their money work for them as an individual.

“If a client has messaged us before they start work, I now have the flexibility to go back to them straight away.” The moneyinfo app has enabled both Motus staff and clients to adapt to new ways of working for the better! “The bulk of our client communication is now done through Motus Money. We’ve even integrated workflows and had them custom built for us; the main workflow we use is for our annual review process.” Anna chats with our host Lou Wallis, Support and Adoption Manager at moneyinfo, and explains how a few small changes can add up to make a big difference in improving the client experience.