Annual moneyinfo Client & Partner Forum Catch Up
Thanks to everyone who joined us at the moneyinfo Annual Client & Partner Forum. It was a lively, honest, and inspiring conversation on the future of advice and what’s possible when technology, people, and partnerships come together.
The day included some brilliant insights on how integrations and partnerships are going to shape the industry in the coming years.
If you missed this year’s client & partner forum or want to revisit the day, you can catch up on all sessions and discussions right here.
Contents:
Welcome & Introduction
Speaker: Tessa Lee, Managing Director, moneyinfo
Tessa welcomes guests and introduces the theme of connection, both human and technological. She highlights the growth of the community and the value of shared progress.
With a packed agenda ahead, she thanks clients and integration partners for their support and sets the stage for a day focused on practical collaboration and real outcomes.
Connected for Impact: Unlocking the Power of Integration
Speaker: Tessa Lee, Managing Director, moneyinfo
In this keynote, Tessa Lee shares why integration is central to moneyinfo’s approach. It allows firms to use the best tools while keeping everything connected.
She gives a practical view of how integrations with platforms like Transact, Iress and ZeroKey support valuations, workflows and secure communication. Integration removes duplication, speeds up compliance and makes it easier to evolve. Clean data is the result, which opens the door to automation and smarter use of AI.
Back to contentsThe Connected Journey: A Live Demo of Seamless Onboarding
Speakers: Lou Wallis, Client Account Manager | Imran Mahmood, Senior Business Development Manager | Ben Freeman, Business Development Executive
This demo shows how onboarding flows from first contact to fully engaged client. The team walk through how integrations and workflows speed things up and keep everything joined together.
It includes secure messaging, automated documents and Smart Search. A simple, structured journey that works for clients and firms alike.
From Implementation to Impact: Making Tech Stick
Speakers: Craig Hendry, Managing Director @ Johnston Carmichael Wealth | Joe Hogan, Head of Client Services @ moneyinfo
This fireside chat explores what happens after the tech goes live. Craig shares lessons from Johnston Carmichael’s rollout and how they got widespread adoption. Joe reflects on the shared effort required to embed change and support firms through it.
They discuss the importance of planning, internal champions, and keeping things simple. A real-world look at how firms are turning technology into lasting value.
Ecosystem in Action: Powering Advice Through Partnership
Speakers: Caroline Deutsch @ SEI (Host) | Tom Dunbar, CEO @ Transact | Ola Abdul, CEO @ Fundment | Joseph Williams, CEO @ Zerokey | Nicky Sevel, Co-Founder @ Woven Advice
This panel brings together leaders from across the ecosystem to explore how connected platforms are changing the delivery of advice. They talk openly about the challenges of collaboration, the value of shared data, and how integration is helping firms adapt and scale.
Each speaker shares their take on what good looks like and where things need to go next. A forward-looking session packed with practical insight from some of the key players shaping the future.
Closing Remarks: A Connected Future, Today
Speaker: Tessa Lee, Managing Director, moneyinfo
Tessa wraps up the day by reflecting on the themes and conversations that stood out. She highlights the power of collaboration, the pace of change in the industry, and the need to stay focused on solving real problems for clients and firms.
It’s a confident look ahead, built on what’s already been achieved. A reminder that with the right partnerships, the future of advice isn’t something to wait for. It’s already happening.
