Source: Insignis
Insignis Cash Solutions, a leading cash savings platform, today announced a strategic partnership with PIMFA, the principal trade association for the wealth management and financial advice industry, to provide a platform that has been designed to help PIMFA members enhance their customer relations by providing a cash savings solution to their clients.
Financial Advisors across the UK can now take advantage of the ease and simplicity of the platform and offer clients cash management without the hassle that it usually involves.
“We are excited to work with PIMFA as their PIMFA plus partner,” said Paul Richards, Chairman of Insignis Cash Solutions. “It’s clear that IFA’s and Wealth Managers are looking for new solutions to attract and retain their clients. With Insignis, we’re putting the power in the hands of IFA’s to offer clients, whether they are individuals, corporations or charities, a solution to what is often overlooked as an asset class.”
Richard Adler, Director of Strategic Partnerships at PIMFA reiterates Richards’ comments by saying: “This is an exciting partnership for our members. Our aim is to assist them with products and services that support their business endeavours and we feel that a cash solution like Insignis’ is perfectly placed to assist all our partner members.”