“These videos are great. They allow advisers to get their value proposition across easily to clients & prospects which lead’s to more appointments. We even got some custom made for Kepa”

Mike Sweeney
National Sales Manager, Kepa

“I worked with the team to create a custom downloadable guide and the Automated Client Machine handles the delivery & follow up and puts the leads straight in my diary”

Rohit Ranchhod
Smart Advisers

“Having the easy to add form allows us to load in new prospects and clients and the system just handles communication. It is really easy for my admin team to keep this updated”

Herman Roodt
MFS