Unlock the value of what your firm knows about its clients
Every client relationship builds valuable understanding: what matters to someone, how their circumstances have changed and why decisions were made.
Moneyinfo connects the client experience with the work your team manages in Moneyinfo Manager, building a richer record of that relationship.
This is the foundation for client intelligence: helping your firm understand more, prepare better and deliver a more personal, consistent service.
Information Processes Client Understanding Intelligence
Better understanding starts with the whole relationship
A meeting records a conversation. Understanding the client also means knowing what came before: their circumstances, previous decisions, concerns and agreed actions.
Connecting that history gives your team the context to ask better questions and respond with greater understanding. It also gives AI more relevant information to work with.
Turning relationship history into client intelligence
Moneyinfo already brings together client information, portfolios, messages, documents, reviews and servicing activity.
Understand what changed
See meaningful developments across the relationship.
Prepare more effectively
Give teams richer context before every conversation.
Support better decisions
Surface relevant information linked to supporting evidence.
Create wider context for AI
Enable AI to work with the complete client picture.
We’re developing client intelligence that connects these records by meaning, relationships and time, helping teams understand how each piece fits into the wider client picture.
People and relationships
Client circumstances
Financial position
Significant events
Conversations
Actions and outcomes
Relationship history
Supporting evidence
Introduction to the four cards: Designed to help your team: Understand what has changed: Identify developments across the client relationship.
Prepare more effectively: Bring relevant context into each conversation.
Support informed decisions: Find information linked to supporting evidence.
Give AI richer context: Draw on more of the relationship history.
Every interaction strengthens the picture
Client intelligence builds on the relationship clients have with your firm, through Moneyinfo and the work your team manages in Moneyinfo Manager.
Secure messages, digital fact finds, documents and workflows all add context. Together with financial information and engagement activity, they help build a fuller history of each client.
Financial information
Fact finds
Client reviews
Documents
E-signatures
Secure messaging
Workflows
Case management
Portfolio activity
Client app engagement
Content interactions
Data integrations
The more relevant context you capture, the more useful client intelligence can become.
Intelligence you can question and verify
Client intelligence should help your team understand the evidence behind an insight and decide what to do next.
Our approach is built around permissions, source information and professional review. We’re developing intelligence that helps teams trace relevant information back to the client record and distinguish recorded facts from interpretations.
Questions your team could ask
Imagine your team could ask
What has changed since the last review?
Which actions are still outstanding?
What should I know before speaking to this client?
What have we discussed previously?
Which clients may benefit from contact?
Which reviews need following up?
These are examples of the questions shaping our client intelligence development, from preparing for a client conversation to understanding work that needs attention across the firm.
Illustrative use cases. Intelligent briefings and wider firm analysis are in development.
Make client intelligence useful wherever your team works
Your firm should be able to use its client understanding across the tools it chooses.
We’re developing support for Model Context Protocol, or MCP, a way for authorised AI applications to request relevant information from Moneyinfo. The aim is to make client context available within other tools and document preparation processes, subject to permissions and professional review.
The client relationship belongs to your firm. Our aim is to make that understanding useful wherever your team works.
External AI access is in development. Specific integrations will be confirmed as they become available.
The value of client understanding
Your client relationships hold lasting value
Technology will keep evolving. The understanding your firm builds through years of client relationships remains valuable.
Moneyinfo helps capture more of that understanding through everyday engagement and servicing. Our client intelligence strategy builds on this foundation, using AI to help your people find and make sense of relevant information.
The purpose is better informed teams, more personal conversations and greater continuity of service.
Build the foundations for client intelligence
Connect information. Capture context. Put understanding to work.
Explore how Moneyinfo brings your client experience, operational processes and relationship history together. See what your firm can do today and discuss how our client intelligence development could support your next steps
Get in Touch
We understand you want to make sure everything aligns with your needs. Book a free, personalised demo with one of our team members to explore how our solution can help you create a seamless, impactful digital experience for you and your clients.