Moberate Technologies

Designed to engage

Designed for Insurance and Financial Advisors

Consulting Services

With over 20 years experience in designing communication and marketing strategies for small to medium size businesses through to leading corporates, our focus is to help you embrace technologies to optimise and grow your business.

Moberate uses the power of the smartphone providing non technical users the ability to promote their product or service without having the need to understand the complexities of marketing automation.. Utilizing both online and offline media, Moberate allows users to market with both traditional marketing tools in addition to best in class marketing automation technology from any modern device.

About Moberate


Advisor Promoter

Specifically Designed Smartphone Marketing Tools for the Financial and Insurance Sector.

The power of marketing automation made simple.


Get leads in real-time directly to your smartphone to take action through a simple to use dashboard.


Clients can set meeting appointments directly into your calendar based on your availability through emails or on your personalized landing pages.

event reminders

Automatically generate reminders and communications for policy renewals, birthdays, anniversaries and more.

fully automated marketing

A comprehensive range of campaigns are managed on your behalf to help build customer relationships and generate leads.


Leverage local media articles to generate leads and convert to appointments.

multi channel marketing

Communications are driven through the most appropriate channel ranging from email, sms through to social media channels such as messenger.


Video Testimonials

Scott Wilson

Director - Assetwise

Meet the CEO