Business Development with Accountancy Partners

by Insignis Cash Solutions in Industry Perspective

The Insignis service represents a great business growth tool for IFAs looking to improve referral levels and increase business from their clients in the accountancy sector. We’re happy to present our product alongside our IFA partners, so contact us today to find out how Insignis can support you in growing your practice.

Shoretail Finance is a local financial advice practice with several advisors, and a growth plan to expand their business over the next 18 months. They are currently looking for new clients to expand their books, and have a number of professional partnerships, who have referred clients to Shoretail in the past.

It was evident to the Shoretail management team that to strengthen and increase referrals from these partnerships, they need products that are particularly suited to address the needs of accountancy partners. Having recently had a training session from Insignis, the Shoretail team can see the clear benefit of providing and managing the Insignis cash service on behalf of their accountancy partners.

One of the accountancy firms had an SME client that had recently sold their business and needed an immediate investment solution. With a large tax bill on the horizon, the funds needed to be completely protected, but with sufficient liquidity to allow the bill to be paid when required. As Shoretail knew the bill payment date, they used the Insignis service to place funds across 4 accounts for full protection and a high blended rate, all set to mature a week or so before the bill was due to be paid. The partner accountant was especially happy with this, as the solution demonstrated prudence on their part to the client.

Cash can be a great door-opener for new business, and many accountant client circumstances start with cash, so having Insignis as part of the wider portfolio can win clients when your service is compared to other providers. Our team are happy to present our product to accountants, alongside our IFA partners, so contact us today to find out how you can best use the Insignis product to help grow your business.

Leave a Reply

Press Contacts

TWITTER

Insignis Cash's Twitter avatar
Insignis Cash
@InsignisCash

We are pleased to welcome Wesleyan Bank as the latest partner bank to join our platform! The partnership expands… t.co/ONEyA0LGZG

Insignis Cash's Twitter avatar
Insignis Cash
@InsignisCash

At various stages in the pension lifecycle, a material portion of your clients’ pension assets may be in cash. The… t.co/CQEuZtf6te

Insignis Cash's Twitter avatar
Insignis Cash
@InsignisCash

We’re thrilled to have been shortlisted for the PAM Awards 2021, recognising Insignis as one of the leading players… t.co/bq2U4azo4T

Insignis Cash's Twitter avatar
Insignis Cash
@InsignisCash

In our latest article, we delve into why the UK banking system was well prepared to deal with the pressure and how… t.co/KEOFOD8YQx

Insignis Cash's Twitter avatar
Insignis Cash
@InsignisCash

At Insignis, we believe FinTech should improve the quality of life of clients. Our goal is simple: reduce risk, in… t.co/ENWU0PCXgL

As Featured In: