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Click on the dates below to discover more about the courses taking place on each day. These are online interactive webinars which act as drop in sessions. Don't worry, skipping classes will not result in detention!
We’re excited to announce that our Adviser App Training Session is now CPD certified, ensuring your professional development is recognised. We're committed to making more of our courses CPD certified, providing you with the highest quality training that enhances your skills whilst meeting industry standards.
📅 Day 1 - Wednesday 25th September
📅 Day 2 - Thursday 26th September
📅 Day 3 - Friday 27th September
Day 1 - Wednesday 25th September
📊 Basic Introduction to moneyinfo Manager | Back
The purpose of this session is to introduce or refresh your knowledge on navigating the moneyinfo manager application.
By the end of this session, you will learn:
Wed 25th September 09:30 - 10:30 | Register here
📱The Adviser App
| Back
The purpose of this session is to ensure you have the knowledge to effectively manage and service your clients by utilising the Adviser Portal
By the end of this session, you will learn:
Wed 25th September 10:30 - 11:30 | Register here
💬 Introduction to Secure Messaging | Back
Are you still communicating with your clients insecurely using good old-fashioned email?
The purpose of this session is to demonstrate a superior method of communication which offers peace of mind that the data contained is protected and accessible on any device.
By the end of this session, you will learn:
Wed 25th September 11:30 - 12:30 | Register here
🔎 Introduction To Fact Find | Back
The purpose of this session is to showcase how moneyinfo’s digital Fact Find can offer numerous benefits to both clients and operators, including time and cost savings, improved accuracy, and increased security.
By the end of this session, you will learn:
Wed 25th September 14:00 - 15:00 | Register here
📈 Introduction To Workflows | Back
The purpose of this session is to demonstrate how you can automate your key business processes to deliver faster results and enhance your client experience.
By the end of this session, you will learn:
Wed 25th September 15:00 - 16:00 | Register here
Day 2 - Thursday 26th September
📝 E-signatures | Back
The purpose of this session is to demonstrate the power of our DocuSign integration; a proven secure and faster way to get documents electronically signed.
N.B Please contact our support desk if you would like to setup the DocuSign integration.
By the end of this session, you will learn:
Thu 26th September 09:30 - 10:30 | Register here
🚀 Best Practice to Maximise Portal Adoption | Back
Have you recently completed your moneyinfo implementation or do you want to relaunch the service to more of your clients?
The purpose of this session is to offer practical ideas on how you can roll out to your clients, with hints and tips and examples of what other firms have done to maintain incredible adoption.
By the end of this session, you will learn:
Thu 26th September 10:30 - 11:30 | Register here
👥 Streamline your business processes | Back
The purpose of this session is to showcase the art of the possible and how your branded portal and app can digitalise your client relationships and processes.
By the end of this session, you will learn:
Thu 26th September 11:30 - 12:30 | Register here
🤝 Enhanced Features For Users | Back
The purpose of this session is to demonstrate how the digital client portal continues to evolve and how moneyinfo can become a critical piece of your tech eco-system.
By the end of this session, you will learn:
Thu 26th September 14:00 - 15:00 | Register here
📊⭐ The Advanced Features of moneyinfo Manager | Back
‘You don’t know what you don’t know’. The purpose of this session is to demonstrate the art of the possible when using the moneyinfo manager application.
By the end of this session, you will learn:
Thu 26th September 15:00 - 16:00 | Register here
Day 3 - Friday 27th September
💬⭐ Advanced Secure Messaging features | Back
Are you still communicating with your clients insecurely using good old-fashioned email?
The purpose of this session is to demonstrate a superior method of communication which offers peace of mind that the data contained is protected and accessible on any device.
By the end of this session, you will learn:
Fri 27th September 09:30 - 10:30 | Register here
🔎⭐ Advanced Fact Find features | Back
The purpose of this session is to showcase how moneyinfo’s digital Fact Find can offer numerous benefits to both clients and operators, including time and cost savings, improved accuracy, and increased security.
By the end of this session, you will learn:
Fri 27th September 10:30 - 11:30 | Register here
📈⭐ Advanced Workflow features | Back
The purpose of this session is to demonstrate how you can automate your key business processes to deliver faster results and enhance your client experience.
By the end of this session, you will learn:
Fri 27th September 11:30 - 12:30 | Register here
