MoneyPitch
The wealth management and collaborative portal that brings you closer to your clients
Our solution
Give your clients a 360° view of their assets
Enable your clients to share all of their assets with you to achieve optimal comprehensive advice
Incorporate the data collected to save time on updating your KYC and optimize your sales approach
Communicate with your clients efficiently
MoneyPitch allows you to be more proactive with clients, which is essential to our business. One example is that clients very often have accounts in different banks and ask us to analyze their contracts. We do the analysis, we give some advice and when you see them again four months later, you don't know whether they've put our advice into practice or whether they haven't kept us up to date. We don't know how their contract has changed. With MoneyPitch, we can monitor in real time and be proactive in getting back to the client.
The benefits of MoneyPitch
Leverage a powerful tool driving commercial success
Gain a lead on your competitors
Offer your clients a unique wealth management experience by involving them in managing their assets
Enhance your client relationship with automated push and notifications sent to the client
