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Sign up with the dates below to be taken to our Online Interactive Training registration pages. Remember, these are online sessions for your convenience so there will be no travelling required!
We’re excited to announce that our Adviser App Training Session is now CPD certified, ensuring your professional development is recognised. We're committed to making more of our courses CPD certified, providing you with the highest quality training that enhances your skills whilst meeting industry standards.
👥 Streamline your business processes
💬 Introduction to Secure Messaging
📊 Basic introduction to moneyinfo Manager
⭐ The Advanced Features of moneyinfo Manager
🚀 Best Practice to Maximise Portal Adoption
🔎⭐ Advanced Fact Find features
💬⭐ Advanced Secure Messaging features
📱The Adviser App
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The purpose of this session is to ensure you have the knowledge to effectively manage and service your clients by utilising the Adviser App
By the end of this session, you will learn:
Fri 1st November 9:30 - 10:30 | Register here
Mon 2nd December 9:30 - 10:30 | Register here
👥 Streamline your business processes | Back
The purpose of this session is to showcase the art of the possible and how your branded portal and app can digitalise your client relationships and processes.
By the end of this session, you will learn:
Tue 5th November 9:30 - 10:30 | Register here
Tue 3rd December 9:30 - 10:30 | Register here
🤝 Enhanced Features For Users | Back
The purpose of this session is to demonstrate how the digital client portal continues to evolve and how moneyinfo can become a critical piece of your tech eco-system.
By the end of this session, you will learn:
Wed 6th November 9:30 - 10:30 | Register here
Wed 4th December 9:30 - 10:30 | Register here
📝 E-Signatures | Back
The purpose of this session is to demonstrate the power of our DocuSign integration; a proven secure and faster way to get documents electronically signed.
N.B Please contact our support desk if you would like to setup the DocuSign integration.
By the end of this session, you will learn:
Thu 7th November 9:30 - 10:30 | Register here
Mon 23rd December 9:30 - 10:30 | Register here
🔎 Introduction To Fact Find | Back
The purpose of this session is to showcase how moneyinfo’s digital Fact Find can offer numerous benefits to both clients and operators, including time and cost savings, improved accuracy, and increased security.
By the end of this session, you will learn:
Tue 12th November 9:30 - 10:30 | Register here
Fri 6th December 9:30 - 10:30 | Register here
💬 Introduction to Secure Messaging | Back
Are you still communicating with your clients insecurely using good old-fashioned email?
The purpose of this session is to demonstrate a superior method of communication which offers peace of mind that the data contained is protected and accessible on any device.
By the end of this session, you will learn:
Wed 13th November 9:30 - 10:30 | Register here
Mon 9th December 9:30 - 10:30 | Register here
📊 Basic Introduction to moneyinfo Manager | Back
The purpose of this session is to introduce or refresh your knowledge on navigating the moneyinfo manager application.
By the end of this session, you will learn:
Thu 14th November 9:30 - 10:30 | Register here
Tue 10th December 9:30 - 10:30 | Register here
⭐ The Advanced Features of moneyinfo Manager | Back
‘You don’t know what you don’t know’. The purpose of this session is to demonstrate the art of the possible when using the moneyinfo manager application.
By the end of this session, you will learn:
Wed 16th October 9:30 - 10:30 | Register here
Tue 19th November 9:30 - 10:30 | Register here
Wed 11th December 9:30 - 10:30 | Register here
📈 Introduction To Workflows | Back
The purpose of this session is to demonstrate how you can automate your key business processes to deliver faster results and enhance your client experience.
By the end of this session, you will learn:
Thu 17th October 9:30 - 10:30 | Register here
Wed 20th November 9:30 - 10:30 | Register here
Thu 12th December 9:30 - 10:30 | Register here
🚀 Best Practice to Maximise Portal Adoption | Back
Have you recently completed your moneyinfo implementation or do you want to relaunch the service to more of your clients?
The purpose of this session is to offer practical ideas on how you can roll out to your clients, with hints and tips and examples of what other firms have done to maintain incredible adoption.
By the end of this session, you will learn:
Tue 22nd October 9:30 - 10:30 | Register here
Mon 18th November 9:30 - 10:30 | Register here
Mon 16th December 9:30 - 10:30 | Register here
🔎⭐ Advanced Fact Find features | Back
The purpose of this session is to showcase how money info’s digital Fact Find can offer numerous benefits to both clients and operators, including time and cost savings, improved accuracy, and increased security.
By the end of this session, you will learn:
Wed 23rd October 9:30 - 10:30 | Register here
Tue 26th November 9:30 - 10:30 | Register here
Tue 17th December 9:30 - 10:30 | Register here
💬⭐ Advanced Secure Messaging features | Back
Are you still communicating with your clients insecurely using good old-fashioned email?
The purpose of this session is to demonstrate a superior method of communication which offers peace of mind that the data contained is protected and accessible on any device.
By the end of this session, you will learn:
Thu 30th October 9:30 - 10:30 | Register here
Wed 27th November 9:30 - 10:30 | Register here
Wed 18th December 9:30 - 10:30 | Register here
📈⭐ Advanced Workflow features | Back
The purpose of this session is to demonstrate how you can automate your key business processes to deliver faster results and enhance your client experience.
By the end of this session, you will learn:
Tue 29th October 9:30 - 10:30 | Register here
Thu 28th November 9:30 - 10:30 | Register here
Thu 19th December 9:30 - 10:30 | Register here
