Advice fintech partners with Feedsy

According to Fiduciary, which trades as moneyGPS and accountantsGPS, the partnership will allow firms to choose a “structured, done-for-you marketing and communications program” for their clients as part of the subscription to the moneyGPS platform.

It added that the program is designed to help firms maximise the value of their subscription and comes with a money-back guarantee.

“We are very excited about the partnership with Feedsy,” said George Haramis, Fiduciary’s co-founder and chief executive.

“Their wealth of specialist experience in delivering high-quality automated marketing and communications for over 450 financial services firms will enable moneyGPS to continue to grow our client base of advisers and accountants and expand into the employer market.”

The program, the statement said, delivers cost-effective, relevant, and consistent communications at scale with no ongoing burden on staff or operations, while the onboarding process takes less than one hour.

Steve Holmes, CEO and founder of Feedsy, said: “Having an end-to-end advice and communication solution is market leading for accountants and financial advisers.

“The partnership provides the opportunity for advice providers to re-engage with clients that are no longer on advice agreements or simply can’t afford traditional advice models, or where an adviser can’t afford to offer advice to some clients. It’s a win for all parties and very exciting.

“The future of advice is a hybrid model, an amalgamation of traditional and digital advice with a powerful marketing engine room to promote this incredible digital advice offer by moneyGPS. All communications are white-labelled, meaning that the brand of the advice business remains the hero. The adoption of digital advice will add another advice-based revenue stream to practices.”

The firms also stressed that client data is held and accessed securely only by the advice business itself and Feedsy, and that all communications hold up to the latest email authentication, data security, and privacy standards.

Last week, moneyGPS announced the appointment of Jason Nyilas as executive adviser.

Commenting on Mr Nyilas’ appointment at moneyGPS, Mr Haramis said he would bring a “wealth of experience and knowledge to moneyGPS”.

“Jason’s international experience will greatly assist moneyGPS in driving growth domestically and abroad. His extensive credentials will enable us to grow relationships with organisations across the superannuation and institutional space further,” Mr Haramis said.