Book a discovery call
Sign up with the dates below to be taken to our Teams webinar registration pages. Remember, these are online meetups for your convenience so there will be no travelling required!
July: How Firms Use Data from moneyinfo to Better Understand Client Engagement
August: Workflows - Streamlining Processes and Driving Client Engagement
September: Empowering Advisers on the Go: A Deep Dive into the MIM App
October: Leveraging Integrations to Maximise Client Engagement & Operational Efficiency
November: Supercharge Your Digital Client Experience
July: How Firms Use Data from moneyinfo to Better Understand Client Engagement | Back
This session is an opportunity to provide a collaborative forum for firms to explore how they can extract, interpret, and act on the data available within moneyinfo Manager to better understand client engagement and measure adoption across their client base.
To allow you to formulate and implement targeted strategies to increase client engagement and adoption, by sharing experiences and best practices. Whether you're just beginning to track engagement or looking to expand on how you use the portal and app, this session will offer practical guidance and inspiration from your peers and the moneyinfo team.
Key Focus Areas:
Date: 18/07/2025
Time: 09:30 - 10:30
August: Workflows - Streamlining Processes and Driving Client Engagement | Back
To facilitate a practical discussion on how firms are leveraging moneyinfo workflows and cases to streamline internal processes, improve consistency, and enhance client adoption. The session will explore best practices, use cases, and workflow configuration insights that support both operational efficiency and digital engagement.
Key Focus Areas:
Date: 15/08/2025
Time: 09:30 - 10:30
September: Empowering Advisers on the Go: A Deep Dive into the MIM App | Back
To demonstrate the full capability of the moneyinfo Adviser App (MIM App), showcasing how advisers can work more efficiently, engage with clients on the move, and access vital information in real time. This session will highlight both functionality and use cases.
Key Focus Areas:
Date: 26/09/2025
Time: 09:30 - 10:30
October: Leveraging Integrations to Maximise Client Engagement & Operational Efficiency | Back
To facilitate an open and insightful discussion among firms on how they are using moneyinfo’s integrations to drive value for their clients and internal teams. The session will be an opportunity to share practical use cases and success stories.
Key Focus Areas:
Date: 24/10/2025
Time: 09:30 - 10:30
November: Supercharge Your Digital Client Experience | Back
Are you making the most of your moneyinfo portal?
Your client portal is more than just a place to share documents. It’s the digital face of your business, a space where trust is built, relationships are nurtured, and experiences are shaped. But are you taking advantage of everything moneyinfo has to offer? In particular how powerful and flexible you can make it with the right configuration, you can transform moneyinfo into a highly personal client experience. One that mirrors the care and professionalism your firm delivers every day. From reshaping the client dashboard to automating internal workflows, the potential is vast—and it’s all in your hands.
Join us for an inspiring and practical session that dives into how forward-thinking firms are transforming the way they work. Not by adding more tech, but by fully unlocking the power of configuration already built into moneyinfo.
Key Focus Areas:
Date: 21/11/2025
Time: 09:30 - 10:30
December: Open Forum | Back
In 2024 we ran regular open forums for like-minded firms like yours to collaborate to share thoughts and ideas on how you use moneyinfo.
This session allows you to just do that, with the opportunity to pose your own questions on how moneyinfo could help you with different areas of your business and hear how other firms are using moneyinfo?
Whether you're a new user, or have used moneyinfo for some time, everyone is welcome!
Come join our open form to see what our firms are interested in discussing, you will be surprised how many of our firms share the same thoughts and ideas.
Lou Wallis, Katy Hillyerd, and Joe Hogan will be hosting this session, but the floor is yours to share your use cases and examples.
Date: 12/12/2025
Time: 09:30 - 10:30
