Connect your clients to their cash
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.
Earn your clients more on their money
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.
More interest, less admin
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.
See how much interest your clients’ cash could earn in a year
Rates are subject to a minimum and maximum deposit size. Availability of product will vary depending on the client type.
How Insignis supports your business clients
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.
Receive a personalised calculation of your clients' potential interest earnings
Share a few more details for a tailored illustration and access thousands of savings accounts from 45+ selected banks and building societies.
Help your clients put surplus cash to work
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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
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Ask your client to complete an Insignis Application Form
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Deposit cash and choose from our selection of savings accounts
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Easily place, withdraw and re-invest cash
Why Insignis?
Market-leading interest rates
Your clients can access competitive and exclusive interest rates across a wide range of savings accounts from our panel of banks and building societies.
Retain ownership of client relationships
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.
Existing members love
One application form
A single application provides access to over 3,500 savings products, removing the need for multiple account openings.
Streamlined reporting
We consolidate all interest earned across accounts into a single, easy-to-use report, helping simplify tax reporting and compliance.
Dedicated support
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.
What our members say about us
We've been using Insignis for the past 18 months and have found it a straightforward and convenient way to manage our cash deposits. There is a wide array of institutions and rates available which are sometimes more competitive than the quotes we get directly from our banks! Key features for us were the self-serve element supported by a very responsive and helpful team who will also support custom rates for larger deposits.
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.
Before Insignis, we accepted a lower rate of interest with incumbent banks due to the time and resource needed to set up new accounts. This was considerable given the interest rate volatility we are seeing in the market. Signing up with Insignis Cash has done away with all of that for a modest fee. We are happy with the service provided and would gladly recommend Insignis to other companies like us.
Commonly asked questions
Become a member of the club today
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.
Want to learn more?
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.
Become a partner
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St John’s Innovation Centre, Cowley Rd, Milton, Cambridge CB4 0WS
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