MoneyWise

Uniquely structured financial planning.

Moneywise approached NetEngine during their transition to a paperless office. Providing financial advice to their customers, they had an acute desire to become more data-driven as a company, at the same time satisfying the auditability-requirements of their industry.

Moneywise

Within months, consultants were conducting all operations in an intuitive new tool that closely mirrored the previous workflow. Management are able to generate a suite of highly customised reports for performance review, and a versatile survey tool sees the company capturing vastly more data around each customer interaction.

Now approaching two years in partnership, the success of the project can be attributed to the carefully phased pace of development. A modest initial commitment validated the company’s early assumptions, and subsequent periods of development have afforded the flexibility to adapt to changing market conditions over time.

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