*Please note, we are currently unable to make any personalised amendments to the bespoke branded video.
During the first six months of 2018, the number of cashflow plans created by financial advisers on CashCalc increased by 152% compared to the same period the previous year.
This in itself highlights the transition of cashflow planning from a relatively niche activity to a mainstream service. It is becoming incredibly popular to say the very least.
But what is cashflow planning exactly? And how are we explaining it to existing and potential clients?
Well to help with that, we have created a short client-facing educational video explaining the very basics of cashflow planning – and it's available for you to use!
Over the coming weeks and as an addition to the bespoke branding package, you’ll have the opportunity to claim this video fully branded with your company logo. Plus, as it is an addition to the bespoke branding package, it won't cost you anything extra.
We’ll provide you with a preview link and an embed code, so you can use it on your website however you like. You’ll then be able to link to it and share on social media.
Please note, we are currently unable to make any personalised amendments to the bespoke branded video.
If you have yet to activate your bespoke branding package, don’t worry. Branded videos are now a part of the branding process, which means you’ll have this video as soon as you activate your branding.
You can even upload your branding yourself. Simply login to your CashCalc account, go to 'My Account' and then 'Branding', and upload a high quality version of your firm's logo. Your branded video will then be queued, and on it's way to you. When it's ready, you'll be able to find it in the 'Videos' section of 'My Account'.
This video is the first of what we hope to be many helpful videos for your website. If you have any ideas for future videos, please don’t hesitate to get in touch.
Best Technology Provider 2019 (Professional Adviser Awards, 2019)
The most used cashflow modeller in the UK (Platforum, Adviser Market: Fintech and Digital, December 2018)
The most used provider of cashflow planning software in the UK (the lang cat, State of the Adviser Nation study, December 2018)
#1 provider of cashflow planning software in the UK (Platforum, Adviser Market: Fintech and Digital, January 2018)