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My Money Platform

Lead generation & qualification for financial institutions

About

MyMoneyPlatform is a FinTech solution which allows traditional financial institutions to streamline their consumer financial product sales processes through more effective and efficient sales lead qualification. Our technology integrates with the institutions website and then directs a portion of their web traffic through an online sales process.  MyMoneyPlatform digitises the first 3 of the 4 stages of a consumer financial product sales call; the 4 stages being Introduction, Fact-Find, Pitch and Close.