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moneyinfo Client Meetups 2020 Q4

They're virtually back!

Last year we ran a series of meet-ups around the country to give our client firms a forum to discuss best practice. These were very popular however Covid has put the brakes on physically meeting, so we’ve decided to have a go at running the meet-ups virtually over Zoom.

Webinar Newsletter 2020The idea is to make them much more interactive than our webinars. Webinars are great at showing you what you can do with moneyinfo but we want these sessions to be interactive and hear from our clients what’s working and what isn’t so we can remove any obstacles that stop you getting the most out of your portal.

Register using the links below:

*Session duration 90 minutes.

The agenda is fluid as we want to hear from you but some topics we aim to cover include:

  • Template communications
  • eSignatures – DocuSign, Workflow and third-party forms
  • Operator to operator communications
  • MIM mobile and getting advisers to use moneyinfo

For you, it’s a chance to share your experience with other firms, compare notes and hear how they may be overcoming some of the obstacles holding you back.

To allow us to make this an interactive session – each session will be limited to 10 delegates plus at least 2 from moneyinfo to manage the session and give it some structure. Places are first come, first served and we’d like to keep the number of delegates from any firm to a maximum of two.

Regsiter using the links below:

*Session duration 90 minutes.

Let us know if there are specific topics that you’d like us to cover. Please submit your suggestions to clientservices@moneyinfo.com