burder menu bar burder menu bar burder menu bar burder menu bar burder menu bar burder menu bar

Matheson Video Case Study

Case Study

Taking a personal approach

Matheson Financial in Aberdeen focus on meeting the financial needs and objectives of our clients, both individual and businesses.

Rhea Shearer, IT & Client Support Coordinator explains how impressed she was when she saw moneyinfo for the first time that she told her boss "We need to get it."

Matheson didn’t have any online presence not even a website so introducing the moneyinfo portal would need to be done carefully with clients.

Matheson wanted to get rid of the amount of paper they were producing as financially sensitive information was previously always sent by post.

Rhea says "Working with moneyinfo was very easy, they took time to get to know us as a business. The support from the start has been excellent and we feel really comfortable using moneyinfo as our long-term digital provider."

Kelly Pitcairn, adviser comments "Clients enjoy receiving their documents through the portal and being able to read it at their leisure. moneyinfo Is a great piece of technology which is allowing us to become more efficient and has been very well received by our clients."

We'll leave the last word to Rhea -"moneyinfo has allowed us to take our service proposition online in a secure manner and we could not recommend them highly enough."

Watch the client story in the video above.

Make an enquiry...

Send message