Why MyFi exists
Before a financial decision, the client and the professional both prepare, but separately.
Before a financial decision, the client and the professional both prepare, but separately. The professional needs specific information to act, some of it required by regulation. The client has specific needs from the decision that rarely get written down. MyFi holds a guided conversation with the client beforehand that collects both, and delivers them to the professional as one brief. The professional starts with a complete picture, the client is heard in their own words, and the decision moves faster from conversation to action. The client keeps the record.
Four beliefs behind every session
A client's financial context belongs to the client.
Context should serve the client's decision.
Clients stay in control of what is shared and with whom.
Trust is earned through understanding.
Starting with two decisions that come around on a schedule.
We are starting with two decisions that come around on a schedule. Over time, a client's record could help with the other dated money moments in their life, with the client deciding who sees it.
- Now onboarding pilot brokeragesMortgage renewal
- In design with investment counsel firmsAnnual KYC review
- Over timeOther dated money momentsWith the client deciding who sees their record