Financial App

Approved Financial Advisors App

We operate in a ‘now’ culture where your clients don’t want or expect to wait for information. The App ecosystem offers us engagement levels that simply have never been possible in the past.

When your clients are looking for financial help, assistance, or informative advice on a decision, your IFA App will help.

It provides IFAs with a huge business opportunity, and for those who understand the need to engage with their clients and develop closer working relationships, the App offers a new channel to deliver key services and help turn clients into business advocates.

For all financial service businesses, having an App represents a commercial and customer services opportunity that should not be missed.

Your very own App at an amazing price

The most powerful App solution at the lowest possible price.

When you choose to work with MyFirmsApp you get access to a great App, loaded with useful features that have been carefully developed to generate a healthy ROI for your firm.

Launching an App isn’t a speculative punt – far from it! Your clients and future customers are already using Apps as part of their daily lives and that’s why those financial service firms that have already launched an App have experienced great results.

Video Testimonials

Hear what accountants have to say.

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Packages & Prices

To suit all budgets.

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Free Test Drive

Your free 1:1 test drive to see the App.

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Clients & Testimonials
Tower Hill
AVN Arena
Baker Tilly
  • Tower Hill Associates Limited, an Accredited Financial Planning Firm and Chartered Financial Planners have developed a strong brand in the Richmond and Surrey area which needed protecting in an increasingly competitive digital world. Having heard Daniel Richards of Insight Marketing present at an IFP event I could not only tell that he “knew his stuff” but also that helping professional services firms with their branding and digital marketing was a particular niche of the firm.
  • I have had the pleasure of working with David Oliver for some years now and found him to be a man of integrity and an expert in his field as well as an outstanding speaker.
  • Dan and Insight marketing know the accountancy marketplace inside out. They know exactly the challenges that accountants face with marketing and business development. The workshops that Insight Marketing run are excellent and definitely worth a day of time to attend. You will have a much greater understanding of marketing and business development when you leave.
  • Each year we have a partners' away day to focus on the most important issues facing our firm and our strategic goals. We have found that external facilitation has focused and produced great results which we have been able to drive through ourselves in subsequent partners' meetings. We brought Insight in to work with us one such away day.
  • “Harry’s Father” was an entertaining part of a very informative digital marketing programme run by Insight Marketing that only inspired and growth-looking accountants should attend.
  • Insight Marketing have been a pleasure to work with. They understood completely the complexities of the solution we were looking to roll out and became like an extension of Computer 2000 in the way in which activity was delivered. The quality of support on the phone was second to none – instilling confidence that the overall output would be both professional and a success.