My Money Platform

Does this story sound familiar?

- Monday morning... check your inbox. Place your leads into your call schedule and begin your day. Out of 10 leads, you qualify maybe 6? Out of those 6 maybe 3 show up? How many of those 3 actually convert?

Fast forward to our software ...

How does it work?

The client creates an account in 30 seconds*
They complete an extremely intuitive FACT-FIND and are INTRODUCED to their financial needs and requirements through a simple to use interface.
They are shown illustrations of the gaps in each area e.g. investing, pensions, life cover.

The user is then provided recommendations along the way, and also an overall score at the end to help simplify the process.

They can then engage you, their broker to execute a policy.

You track the user and decide on the best products to provide them to increase their financial position.

If you are in the financial space, this tool will revolutionize the way you run your business.

http://ow.ly/5sn0306kFBY

Software For Financial Planners | MyMoneyPlatform Looking to generate leads on autopilot? Would you like to have pre-qualified leads arriving in your inbox? Check out our software for financial...

Sign up for your free account today and let us help you get your in sorted. http://ow.ly/Ek4i3060Bxw

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