Clifton Asset Management Case Study Video

Clifton sought a solution that consolidated all of a clients financial information into one accessible portal.

moneyinfo provided the ideal technology platform, enabling clients to access real-time valuations and comprehensive snapshots of their wealth from a single interface. This integration eliminated the confusion of multiple third-party environments and simplified complex pension valuations, revolutionising the client experience.

Ten years on, this decade-long collaboration has integrated cutting-edge technology into Clifton’s services, ensuring a seamless, efficient, and secure experience for their clients.

Led by Group Financial Planning Director Anthony Carty, Clifton Asset Management has transformed client engagement through a strategic partnership with moneyinfo. "We wanted really to have a customer journey where they saw everything in one place regardless of who the product provider is." says Anthony Carty.

Clifton’s commitment to innovation is evident in their proactive approach to technology. By implementing moneyinfo’s MyViewpoint portal, Clifton has empowered clients with direct communication channels to their advisers, enhancing engagement and delivering a more personalised financial journey. This forward-thinking mindset has kept Clifton ahead of the competition, continually offering superior service to their clients.

Over the past decade, Clifton has leveraged moneyinfo to efficiently scale their business, particularly through acquisitions. The robust technology stack has facilitated seamless integration and management of increased client numbers, supporting Clifton’s growth and operational efficiency. Automated processes, such as document delivery and valuation updates, have saved thousands of hours annually, allowing the team to focus on delivering exceptional client service.

Clifton’s strategic investment in technology, in partnership with moneyinfo, underscores their dedication to innovation and client satisfaction. This collaboration has not only modernised their services but has also redefined client engagement in wealth management. Clifton and moneyinfo continue to evolve together, setting new standards in the industry and shaping the future of financial advisory services.

Julien Tavener concludes: "Together with moneyinfo, we're not just navigating the future of wealth management; we're redefining it."