Putting client service
at the
Financial Services

Driving new business on the back of unique client service

We have transformed the ability for businesses to look after their clients and discover new business opportunities.
We enable businesses to be brilliant in their service and targeted in their marketing.

Below are a couple of examples of client led propositions we have helped to build.

What we do

Clean and well maintained client and policy data is fundamental
in a post-commission world – we help businesses create, clean,
update and maintain their information. We have built a suite of products to do this – the state and source of the data doesn’t
matter and we have also created a way to take paper statements and turn them into valuable servicing and marketing data.

We have the widest product and Provider coverage in the market. Helping your clients manage all of their finances and ensuring they always come to you first.
We provide a full outsource of data processing, including providers and platforms but also the hassle of requesting and processing manual paper valuations from closed books.

We give our business clients access to a portal – it’s not a back office – we think it’s the simplest way to understand your client’s position. It’s also an optimal solution for your administrators and advisers to maintain client and policy information. We know all businesses have other software and systems – we won’t get in their way and we have built our systems to make integration easy.

Our client report will become one of the most valued documents you produce for your clients – a high quality snap shot of everything in their financial world, genuine added value and a strong underpin to any fee proposition.

And of course, the expectations of clients is changing – we have built online access for clients where your brand helps them to manage all of their finances – with the ability to store documents and manage all of their key financial deadlines.

I have for some time been highly impressed by the unique capability that has been built by the All My Plans team. The relevance and value of the service proposition to the end client is extremely powerful, and can drive loyalty and multiple further business opportunities for anyone who has the job of providing guidance, managing or advising on a client’s financial affairs. I have now been equally impressed with the team they have in place to ensure excellence in development and timely delivery.

Rob Hudson,
Head of Charles Stanley Direct

We have been working with All My Plans to help offer our clients a genuinely useful valuation service that encompasses all investments and other plans in one central document. AMP has delivered this and allows us to supply clients with highly professional documentation that is comprehensive yet easy for clients to understand and also add a broad range of other financial information to.

With RDR driving financial intermediaries to offer a service that reflects exceptional value for money and a service that is second to none, AMP has enabled us to add a very valuable USP to our proposition.

John Ridd,
Head of Operations, IFPG