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Business Development with Accountancy Partners

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 […]

Moneyinfo and Insignis Cash Management tie-up offers clients live access to cash balances for the first time. 

  Moneyinfo and Insignis Cash Management tie-up offers clients live access to cash balances for the first time.  Moneyinfo, the client portal and mobile app provider for advisers’ and wealth managers, is now offering live access to active cash balances managed on the Insignis Cash Management platform. This will be the first time actively managed cash balances can be displayed via […]

Insignis: PAM Award Winners 2020

We are delighted to announce that Insignis Cash Solutions has been awarded the prestigious accolade of Winners of the PAM award 2020 in their Digital Wealth Solution category.  This award recognises the quality and innovation of Insignis as well as the necessity of a cash service in the current market.  Our service diversifies, protects, and enhances cash funds, which your clients may find essential as part of their overall portfolios. […]

Opening doors with cash solutions

Cash can be a great door-opener for new business, and many solicitor 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. Mr Brunel runs BWL Finance, an IFA practice with several advisors, the company has a two year plan […]

Protecting your cash with Insignis

The Financial Services Compensation Scheme (FSCS) is the government mandated protection scheme for savings in the UK and is designed to protect savers from the collapse of financial institutions. Protection of savings is key during uncertain times, and although the collapse of Northern Rock, Bradford & Bingley and the Icelandic banks are now a distant […]

Business Development with Accountancy Partners

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 […]

Insignis: PAM Award Winners 2020

We are delighted to announce that Insignis Cash Solutions has been awarded the prestigious accolade of Winners of the PAM award 2020 in their Digital Wealth Solution category.  This award recognises the quality and innovation of Insignis as well as the necessity of a cash service in the current market.  Our service diversifies, protects, and enhances cash funds, which your clients may find essential as part of their overall portfolios. […]

Welcome to Charter Savings Bank

We’d like to welcome Charter Savings Bank as the latest bank to join our panel.  With a new partner on board we are able to offer even more products to you and your clients as well as enhance the total funds eligible for FSCS protection. Paul Richards, Insignis Chairman comments: “It’s great to be able to announce the addition of Charter Savings Bank to our banking panel. Each time we add a […]

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Cash is a great generator for new partnerships with accountancy firms; many accountancy clients have cash in their… t.co/5BdnBxL4GT

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Actively managed cash balances can be displayed alongside a client’s managed portfolios via an advisers’ branded cl… t.co/hlbKi5J5mY

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We take the hard work out of opening and managing multiple bank accounts for your clients.⠀ ⠀ If your clients could… t.co/DTBciR33lO

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Your clients need a cash solution with a range of fixed terms, blended rates and high FSCS protection on assets in… t.co/lyMnHchr36

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Cash Management from Insignis spreads your funds across the savings & deposit products of 30 banks, with one single… t.co/R3iScFgtOG

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