Annual moneyinfo Client & Partner Forum Catch Up

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.

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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.

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.

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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.

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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.

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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.

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