Newsletter February 24
The January 2024 edition of the moneyinfo newsletter is ready and waiting for you. Fill your boots with the latest exciting updates from across the business here at moneyinfo HQ over the past month.
Please click the links to jump straight to the content:
➔ If you haven’t already: Please update your company information
➔ Join us at the Adviser 3.0 event in May
➔ Research paper: Digital Services in Wealth Management
If you haven’t already: Please update your company information | Back to the top
As part of our commitment to providing excellent service, we periodically review our records to ensure accuracy and relevance. This also aligns with our FCA regulated status and GDPR obligations.
If possible, we kindly request your assistance in updating your information using the following link. It is possible this email has been sent to more than one recipient, however, we only need this to be completed once.
Please rest assured that your privacy is of utmost importance to us, and any information you provide will be treated confidentially. We understand that circumstances change, and we want to ensure that our communication remains relevant and tailored to your needs.
Alternatively, feel free to contact our dedicated support team at support@moneyinfo.com if you have any questions or require assistance.
Thank you for your continued partnership with us. We value your feedback and look forward to working with you over the coming years to support your business.
AdviserTech LIVE 10 | Back to the top
Have you signed up AdviserTech LIVE 10 yet?
📅 Thursday 18th April 10:00 - 11:20
Straight Through Processing (STP) significantly lowers operational risk by reducing manual interventions, thus minimising errors and delays.
At AdviserTech LIVE 10, we will be discussing how giants of the platform industry are collaborating with moneyinfo to drive tangible and measurable time and cost savings for every stakeholder in your business.
Whether you run a small financial planning practice, regional or large scale wealth management business, AdviserTech LIVE will showcase best of breed solutions to suit all operating models.
Click below to read the full details
Join us at the Adviser 3.0 event in May | Back to the top
Research paper: Digital Services in Wealth Management | Back to the top
We’re making an appearance at Tech Stack LIVE! A free virtual event hosted by NextGen Planners on Friday 15 th March, running from 9:30am until 4:30pm.
Tech Stack LIVE is a brand-new virtual summit in the world of financial planning, exploring the technology of tomorrow's financial planning profession.
On the 15th March 2024, speakers will reset the perspective for technology in the financial planning profession.
moneyinfo will deliver four short 15 min presentations slots for you to choose from on the main virtual Stage Breakout areas between 13:00 - 14:00 covering the following topics:
- Punching above your weight with your own app to deliver a superior advice experience
- Taking advantage of basic CRM tools with the flexibility to plug into traditional practice management systems as your business grows.
- How to build a generational wealth transfer strategy
Sounds good? Click the link below to register, see you there!
