Upcoming webinars - August 2021

Join us for our upcoming training webinars this August:

•   Webinar 26: Amending Workflow Templates

Thurs 19th August - 14:00 - REGISTER HERE 

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Catch up on previous webinars on our LinkedIn User Group . 

• Webinar 25: Overview of moneyinfo 9.3

CATCH UP HERE

Webinar 26: Amending Workflow Templates

Thurs 19th August - 14:00

REGISTER HERE 

With the introduction of workflow functionality we have developed some global workflow templates for some of your regular business processes:

• Client Onboarding
• Document Approval
• Client Review
• Generic Advice Process

Join this webinar to learn how to adapt the templates!

There will also be an opportunity for you to give us your ideas on other global templates that you would find useful! 

REGISTER HERE 

CATCH UP - Webinar 25: Overview of moneyinfo 9.3

Thurs 12th August - 14:00

CATCH UP HERE

This webinar will go through all of the changes made in moneyinfo 9.3

• An update to secure messaging to allow managers/supervisors with the ‘Manage Messages’ role the ability to view all Company conversations
• Operators will have the ability to digitally countersign electronic documents send via DocuSign
• A new Aegon ARC data feed for retail valuations
• The ability to set-up different Dashboard Pod configuration and menu structures for different Service Groups to make your client experience even more personalised
• Word documents to be uploaded to the moneyinfo portal
• We have changed the structure of the action menu to group relevant actions into sub menu’s

Please join us to find out more!

CATCH UP HERE

Book your place NOW and discover the new updates to moneyinfo and how you can power up your workflow and communications!

• Webinar 25: Overview of moneyinfo 9.3 

CATCH UP HERE

 

• Webinar 26: Amending Workflow Templates

Thurs 19th August - 14:00 -  REGISTER HERE