Link Group partners with US-based Financial Coaches Network
Link Group technology will power a new product launched by US-based Financial Coaches Network (FCN) aimed at making client engagement more efficient and more effective in supporting superior retirement and wealth outcomes.
An agreement between Link Group’s personal financial management partner Moneysoft and FCN would leverage the innovative Moneysoft PFM technology, allowing financial coaches in the US to assist their clients through a wide range of wealth creation and personal finance activities covering debt reduction, asset accumulation, paying for education and planning for a comfortable retirement
Commenting on the international expansion, Dee McGrath, chief executive, retirement and superannuation solutions, said: “We are thrilled that this agreement with a US company has extended our offering to support individuals and coaches on their journey to achieve superior retirement and wealth outcomes in a new market, especially one as large as the US.”
“This partnership reflects a culture of collaboration between Link Group and FCN. The solution is specifically designed to improve the completion rate of client on-boarding, significantly increase the efficiency of money coaching services, and reward clients by providing unprecedented opportunities for collaboration and achieving their desired financial outcomes. Quite simply, there is nothing like it in the US market.”
Built to enable online communication and automate processes commonly used in financial coaching, advice and personal money management, Moneysoft PFM digitised client on-boarding and fact-find, automated data entry, transfer, report generation and goal tracking, and supports a wide range of configurable client journeys.
AUTHOR
Liam Cormican
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