Financial Services on Robin Road

Financial Services on Robin Road

Robin Road is an affordable Mobile App Platform that can be useful for Financial Services firms as a client relations and information solution.

There is much more to the work of a financial services adviser than ‘simply’ safeguarding people’s investments.

Your portfolio of services will often include advice on Accessing your Pensions, Active and Passive Investments, Alternatives to Savings Accounts. As well as Auto-Enrolment for Small Employer, Capital Gains Tax Planning, Creating an Effective ISA Strategy, Equity Investing, Estate Planning.

And much, much more.

A well-informed client is a valued client

Ensure that your clients are aware of topical financial issues and build the strong foundations for a lasting relationship.

There is plenty of financial information available online, but the key is to take ownership of the ‘right’ information.

To take the original content in its original form. And put your own, individual, perspective on it to present to your customers and contacts.

In a world where you can Google anything and learn nothing, they will simple come to you instead. Which is what it is all about.

Proactive engagement

Proactive engagement generally takes the form of sending a pdf or online newsletter by email. Or writing an article and posting to the blog section of your website.

But who has the time to digest these in one sitting? Or to flag them read later but never return to them.

As an affordable app platform for Financial Services, Robin Road provides quick and easy access to all that you do. All that you think your clients would find useful.

While assuring that current versions of legislative and regulatory compliance were always to hand.

Professional Services on Robin Road