Newsletter March 24
The March 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:
➔ User Forum 2024: Registration now open!
➔ 12.3 Release Video and Training Webinar
➔ Timeline Adviser 3.0 event – Join us on 16th May
➔ Systems In The City Award nomination
➔ Wolf Run Spring 2024 for Mind UK
User Forum 2024: Registration now open! | Back to the top
Join us for our annual User Forum on the 20th June at SEI London to learn how your platforms, back-office and portal are working together to power the digital transformation of your business.
From straight-through processing to predictive analytics, AI is not a distant dream but a tangible reality with moneyinfo, ensuring that your firm is not just part of the future but actively shaping it.
Special Insights from Our Experts: AI in Action
Prepare to be inspired by Tessa and Ryan as we showcase how Microsoft Copilot and other AI technologies can transform your client interactions, streamline your operations, and unlock unprecedented levels of efficiency and customisation.
12.3 Release Video and Training Webinar | Back to the top
Htextttttttte.
Timeline Adviser 3.0 event – Join us on 16th May | Back to the top
We're excited to announce moneyinfo is exhibiting at Timeline Adviser 3.0: Change Agents 2024 offers an energised and upbeat environment for financial planners and their teams to hear cutting-edge thinking from the best and brightest in the industry and beyond. Be entertained, educated and inspired to drive your business forward in one action-packed day.
Drop by the moneyinfo exhibition stand on 16th May to learn why we're more than just a client portal, we're a better way of doing business!
Grab your tickets here: https://buff.ly/3JemFET
Systems In The City Award nomination | Back to the top
Exciting News! moneyinfo has been nominated for three categories in the 2024 Systems in the City Awards:
- Mobile Experience for Private Clients
- Client Online Application
- Digital Wealth Management
Your experiences with moneyinfo are invaluable and can help us in recognition of these prestigious awards. If we’ve made a difference in how you manage wealth and engage with clients, you can submit a client endorsement here: https://buff.ly/3y3q1s5
These nominations are a testament to our dedication to advancing financial technology, creating tools that not only meet but exceed the needs of modern financial advisers and their clients.
Winners will be announced on Thursday, 20th June, at the Merchant Taylors' Hall. Good luck to everybody attending, and all other firms and individuals who have been shortlisted!
Wolf Run Spring 2024 for Mind UK | Back to the top
Exciting News! moneyinfo has been nominated for three categories in the 2024 Systems in the City Awards:
Well done to team members of moneyinfo who completed The Wolf Run Spring 2024!
Josh, Jessica, Laura, Sophie and Ben all participated in the 10km multi-terrain obstacle course, in aid of Mind UK, a charity that meant something to each team member individually.
Thanks to all those who contributed to this cause, you helped to smash the target, raising £745 of the £500 goal!
Why Mind?
Mind provides invaluable support and resources for those affected by mental health issues, offering a lifeline to thousands across the UK. With mental health awareness more important than ever, your contribution can make a real difference in ensuring that Mind can continue its crucial work.
There's still time to donate, check the link here for more info: https://www.gofundme.com/f/wolf-run-spring-2024
