As an accountant, you’re already supporting clients to make informed decisions. When it comes to surplus cash, many clients miss the chance to earn more and access better protection. That’s where Insignis can help. When you refer clients to us they can manage their deposits across 50 banks and building societies on our platform.
If your clients hold their cash across various bank accounts, then that money exists outside of your field of vision.
Bring together a more complete view of your clients’ portfolios by managing their cash holdings on the Insignis platform.
Access a wide range of products from easy access to 5-year fixed term accounts offered by our panel of 45+ banks.
Insignis is a dedicated cash management platform designed to simplify the way your clients manage their savings and working capital. With one application form, Insignis members gain access to 50 banks and building societies and over 3,500 savings products. Get a clear overview of your clients’ savings for forecasting and help them access higher interest rates while optimising FSCS coverage.
Rates are subject to a minimum and maximum deposit size. Availability of product will vary depending on the client type.
Find out more about how Insignis supports companies to get the most from their working capital and read testimonials from our members.Share a few more details for a tailored illustration and access thousands of savings accounts from 50 selected banks and building societies.
Share a few more details for a tailored illustration and access thousands of savings accounts from 45+ selected banks and building societies.
Introduce your clients to Insignis and we’ll get them set up on the platform
Your client deposits their cash and chooses from our selection of savings accounts
Clients have full oversight and control to manage their cash portfolio on our platform
Ask your client to complete an Insignis Application Form
Deposit cash and choose from our selection of savings accounts
Easily place, withdraw and re-invest cash
Your clients can access competitive and exclusive interest rates across a wide range of savings accounts from our panel of banks and building societies.
We and our panel of banks and building societies are committed to never cross-selling to your clients, allowing you to maintain and strengthen your client relationships.
A single application provides access to over 3,500 savings products, removing the need for multiple account openings.
We consolidate all interest earned across accounts into a single, easy-to-use report, helping simplify tax reporting and compliance.
Introduce us to your client, and we’ll take it from there. They’ll get access to full onboarding support, without adding to your to-do list.
A single application provides access to over 3,500 savings products, removing the need for multiple account openings.
We consolidate all interest earned across accounts into a single, easy-to-use report, helping simplify tax reporting and compliance.
Introduce us to your client, and we’ll take it from there. They’ll get access to full onboarding support, without adding to your to-do list.
Charnwood Accountants have partnered with Insignis and referred many of our clients to them. Their onboarding process is seamless, and they provide us with a dedicated point of contact to support the process. Overall, we are very pleased to be working with them. Their interest rates are competitive and add real value for our clients.
The platform is easy to use and offers real-person support when needed. I’ve recommended Insignis to many clients and use it myself. The multi-currency option is especially helpful for those who prefer to delay conversion until the timing is right.
Working with Insignis has been a refreshing change for my business and my personal treasury requirements. Their team are consistently responsive and always clear. The platform is easy to use and offers a broad range of suitable and accessible products. I recommend them to my clients and contacts without hesitation.
Our team has supported clients in placing more than £22 billion since 2017 and are on hand to guide you and your clients' every step of the way.
Our team has supported clients in placing more than £22 billion since 2017 and are on hand to guide you and your clients' every step of the way.
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