The benefits of face-to-face advice
Technology has quietly transformed the way advisers and clients work together.
What once required a physical meeting, a stack of paperwork and an afternoon out of the office can now be achieved in minutes.
Technology is reshaping adviser-client relationships
Secure messaging, digital document sharing and eSignatures have become part of everyday life, and the way we build relationships has evolved with them.
Clients still value personal contact. Conversations are still richer face to face than they ever are over email or a phone call. But the way we define “face to face” has changed. A video meeting delivers the same personal connection without the wasted travel time. It allows you to be there for clients more often, without the hours lost on the road or the disruption to your day. A 30-minute catch up can now be just that.
What clients really value
This matters because clients pay you for peace of mind. They want their finances taken care of with minimal effort from them. They want confidence and clarity, not complexity. Short, regular conversations often achieve more than infrequent, time-consuming meetings. Of course, there will always be moments when an in-person conversation is right, but for most client interactions, virtual meetings are not just more efficient, they are better aligned with what clients actually value.
Our role at Moneyinfo is to help advisers make the most of that shift. Messaging, document sharing and digital workflows remove the friction from day-to-day processes, saving time and reducing cost. They also open the door to a different kind of client engagement, one that is built on convenience and consistency rather than formality.
Support that drives adoption
Support plays a huge part in that. The more confident you feel with the technology, the more value it will deliver. That is why we provide free, on-demand training that fits around the way you work. Instead of a single, generic session that tries to cover everything at once, we deliver focused sessions that match what you are trying to achieve at that moment. If you want help setting up a new process or exploring a feature, we will walk you through it on your own system, with your own data, so you can apply what you learn straight away.
It is an approach that builds confidence over time and makes adoption part of your everyday routine rather than a one-off event. As one client told us, “Really appreciate the Moneyinfo team jumping onto a video call and walking me through any questions I have. It gives me the confidence to tinker with what we are doing to really tailor Moneyinfo for both our team and clients. Brilliant to know there is no question too silly and all ideas are welcome.”
There will always be occasions where more in-depth, in-person sessions make sense. But for most needs, virtual support is faster, easier and more effective. It means training stops being an obstacle and becomes part of the solution. It means you can spend more time focused on advice and less time navigating technology.
The ultimate goal is simple. To help you deliver a client experience that is more responsive, more efficient and more valuable. To free up time that can be spent on strategy, relationships and growth. And to give you the tools and support you need to keep evolving.