Our Solution

An online portal to gain an individual's trust, engagement and encourage positive behavioral change.

We provide a digital solution that enables firms to engage with their customers and staff and to deal with the rapid pace of technological change.

Get in touch

Our team can be your team

The Sentinel team is made up of specialists – experts in their own disciplines – all of whom have many years of relevant market experience covering technology, platforms, distribution, investment management, banking and digital marketing.

We carry out bespoke implementations for our clients and work on the basis of a long term strategic partnership based on mutual success and delivery.

Saving time and money

Just as your clients benefit from cost and time-savings, your business can enjoy the same benefits. Our approach minimises the impact on your business and delivers a modern solution that is a time and cost-efficient way to service your wider client base. We undertake all the work involved in implementing and enabling an ongoing digital servicing capability across your business.

"RDR has created an advice gap of up to 5.5 million consumers with a pool of assets of over £131 billion."

Deloitte Insights

7 reasons to partner with Sentinel

  1. Everything starts with data – we are clever at making it work for you
  2. Communication with the consumer using the latest social media tools as well as traditional marketing techniques
  3. An online account – the clients financial everything
  4. A price comparison site and new product launches all in one place
  5. Transact using the latest online automated solutions – robo advice
  6. An education hub with relevant videos, newsletters, guides and tools geared to the client's needs
  7. We make asset review and migration processes more efficient

"Staff rightly look to their trusted employer to offer financial education and practical solutions, and it is for organisations to respond in an innovative and supportive way"

Employee Benefits Live 2016

Delivering Digital Service Excellence

Our solution gets to the heart of issues facing many firms seeking to enhance and demonstrate the value they offer to their clients, or broaden the reach of their proposition to different client segments
Now the 80% of clients (in the past funded by the core 20%) can be profitable in their own right
Sentinel provides a digital sales and distribution solution to individual firms and institutions alike
Investors now expect high quality digital interaction from their advisers as they receive from every other industry

Building Blocks for Success

If you are seeking to implement or enhance your digital servicing capability, our solution can provide a ready-made business in a box or support you through our individual building blocks:
Data improvement and enrichment to analyse and segment client data to achieve targeted campaigns
An online account for your clients which brings together all of their financial affairs into one place
For the first time an employer/employee, an affinity brand to a customer or a client/adviser relationship can be provided through a digitally enabled servicing channel
A powerful price comparison engine and a unique rewards service to save clients' substantial money annually
Administration support, asset migration services and client contact campaigns which takes the strain off your core business, leaving you to focus on advice and building deeper client relationships
Ready-made marketing collateral and website (smart phone compatible) which can be personalized to enable your clients to effectively engage with your digital proposition
The solution enables the latest investment thinking and solutions together with relevant product launches to be implemented leveraging cost effective offerings
Access to carefully selected 'best of breed' investment and tool providers which have been integrated into the Sentinel proposition and work hand in hand with leading wrap platforms
The Sentinel Account

© - Sentinel Partnership and The Sentinel Account is a trading style of Wealth Sentinel Ltd. Registered in England - Number 08338142

® - The Sentinel Account is a registered trademark owned by Wealth Sentinel Ltd

Registered Address: Brickbarns Business Centre, Egdon, Worcester, Worcestershire, WR7 0GR