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How to sign up a client - video guide

Insignis Cash Solutions - Built for Financial Advisor Partners

'How to sign up a client' video guide

Right now, we are making it even easier for you to offer your clients the benefit of our award-winning service.

We have created a short video guide on how to sign up a client, and will be sharing more videos on how to get the best out of our service. Just click on the video above to view.

We also offer outstanding training and support, so if you need us, get in touch.

When it comes to providing you and your clients with the best possible service in cash management, Insignis are your cash solutions partner.

Who can benefit?

We have a cash solution for your individual, business, charity or trust clients who have at least £50,000 to invest in cash savings.

Cash Management from Insignis spreads funds across the savings and deposit products of 30 banks, with a single and simple sign-up process, maximising FSCS protection and optimising interest rates.

Get in touch if you would like to find out more

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