Research shows that a typical client holds up to 25% of investible assets on cash deposit(1). The CashHub can be a great way for you to aim to help your clients maximise their cash returns, making it easy for you to start conversations and potentially leading to further advice opportunities.
Help your clients aim to maximise their cash returns with the CashHub
Why this campaign will matter to clients and prospects
Take control
Clients will appreciate the opportunity to make their money work harder, with competitive interest rates.
Value
28% of clients keep their money in interest-free accounts(2), so any value you add is beneficial.
Lower charges
Your client’s CashHub savings could help them reduce the charge on their Quilter investments.
How the campaign can support your success
Like many people, your clients are likely to have money sitting in the bank which they haven’t given much thought to. Highlighting how they can potentially benefit from higher interest rates through the CashHub is a great way to show the value you can add.
Plus, when your clients use the CashHub, you’ll enjoy greater visibility and control of their wealth as their trusted adviser, so you can spot further advice opportunities and avoid your client turning to their bank for investment advice.
By speaking to your clients about the CashHub, you can explain how they can:
- choose from a range of easy access, notice period, and fixed-term savings accounts, at competitive interest rates
- enjoy up to £85,000 FSCS compensation – or double protection, for a joint account
- potentially reduce the charge on their Quilter investments and also benefit from Family Linking: a multi-family member discount on Quilter’s charges
- access their cash savings using their existing Quilter login and app.