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Newsletter August 2021

Welcome to the August edition of the moneyinfo newsletter. Each month you get a summary of news from across our business letting you know what's new in the world of moneyinfo!

This month we take a look at: 

  • Webinar replay
  • Upcoming Webinars
  • AdviserTech Unplugged
  • AdviserTech LIVE - Save the Date
  • "Did you know?"
  • moneyinfo Support Team NPS Score
  • Latest news 

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Webinar 25: Overview of moneyinfo 9.3

Webinar 25

Don't worry if you missed Webinar 25, " Overview of moneyinfo 9.3 " - you can catch up on the recording here !

This webinar went through all of the changes made in moneyinfo 9.3:

  • An update to secure messaging to allow managers/supervisors with the ‘Manage Messages’ role the ability to view all Company conversations
  • Operators will have the ability to digitally countersign electronic documents send via DocuSign
  • A new Aegon ARC data feed for retail valuations
  • The ability to set-up different Dashboard Pod configuration and menu structures for different Service Groups to make your client experience even more personalised
  • Word documents to be uploaded to the moneyinfo portal
  • We have changed the structure of the action menu to group relevant actions into sub menu’s

Catch up on our latest client webinar by visiting the Communications Library or watch the webinar in full on our LinkedIn User Group

If you have any questions then don't hesitate to get in touch: support@moneyinfo.com

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Upcoming Webinars

Back to School!

Back to School Webinars

September means back to school...but not just for the kids! 

Join us for our "Back to School" drop-in webinar lessons on  Wednesday 15th and Thursday 16th September . With 12 webinars over the two days on a range of topics, register for your place NOW

Don't be late for class! 

Find out more HERE

Webinar 26: Amending Workflow Templates - RERUN

Webinar 26 - RERUN - register here

Due to technical difficulties on the last session of this webinar, we will be running the " Amending Workflow Templates " webinar again: 

Thursday 9th September, 11:00 - 12:00


With the introduction of workflow functionality we have developed some global workflow templates for some of your regular business processes:

  • Client Onboarding
  • Document Approval
  • Client Review
  • Generic Advice Process

Join this webinar to learn how to adapt the templates! There will also be an opportunity for you to give us your ideas on other global templates that you would find useful! 


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moneyinfo podcast: AdviserTech Unplugged

Episode 3 of our NEW podcast: AdviserTech Unplugged is LIVE! 

Our monthly podcast is designed to help address the challenges of the 21 st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space.

Episode 3: Abbie Knight 

Podcast Episode 3 - Abbie Knight In the next episode of AdviserTech Unplugged, moneyinfo's Tess Lee speaks to  Abbie Knight , marketing consultant, commentator and keynote speaker in financial services. 

Abbie discusses the importance of a content marketing strategy to help financial advisers to stand out in the crowd and creating a brand personality in order to build relationships and trust with clients. 

Listen here .

If you have any suggestions for future episodes or general feedback, get in touch with us by email at  podcasts@moneyinfo.com , or tweet us @moneyinfotech .

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AdviserTech LIVE - Save the Date!

AdviserTech LIVE is back in October 2021 focusing on helping you and your business to stand out in the crowd

Every time you are in front of your clients (whether face to face or through technology) you need to think, does this represent your business as well as you’d like? 

To understand the importance and power of branding, and embrace technology to help reinforce your own brand and values, join us for AdviserTech LIVE #6. We’re inviting a range of speakers from across the technology industry to help you develop and deploy your brand with your clients - further details will be released soon! 

Not an event to be missed so REGISTER HERE for your place now! 

ATL 6- standing out in a crowd - header V6

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"Did you know?"

Newsletter - Did you know (200x200)

" You learn something new every day " ...or at least you can every month with our new "Did you know" feature! 

Each month we will include functionality of your moneyinfo client portal that you might not be aware of! 

Did you know...

...you can link other parties via Relationships to create a family group under a login.

Download the How to Guide here !

Come back next month when we will share more features that will help you get the most out of your moneyinfo client portal! 

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moneyinfo Support Team NPS Score

Net Promoter Score®, or NPS®, measures customer experience and can predict business growth.

Here at moneyinfo, our current NPS score is 67.5

Newsletter August 2021 - NPS Score

We continually strive to provide a great level of service to you, our client, and we monitor this using our feedback functionality in moneyinfo.

This functionality is also available to you! You can enable the feedback pod in moneyinfo, so that you can get your own feedback score using the question:

How likely are you recommend <Service Name> to a friend or colleague?

Contact our Support Team NOW to enable this pod:

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Latest News

Here's a summary of our latest news articles which you might find of interest: 

The hybrid adviser 

The hybrid adviser V4 The hybrid adviser delivers advice to more clients more profitably by using a digital channel to complement their service. According to research conducted by Octopus Investments, three quarters (76%) of advisers expect a hybrid financial advice model will be the future.

Advisers with creativity, empathy, kindness & care can benefit from systems that take away the grunt work and leave them to concentrate on helping their clients achieve financial peace of mind. 

Who cares wins Who cares wins

ESG (Environmental, Social and Governance) investing is one of the most talked about subjects in the market. In 2004 the United Nations global compact published the whitepaper “who cares wins” and was the first to use the term 'ESG'.

A moneyinfo portal will dramatically reduce your carbon footprint, enhance your client experience, save you money and give you more time.

Who-are-moneyinfo V2

Who are moneyinfo?

If we have not already met, allow us to introduce ourselves properly - we are  moneyinfo.

We are an award-winning client portal and app supplier for financial planning, advisory and wealth management businesses. 

The benefits of face to face advice?  The benefits of face to face advice V2

Clients and advisers love to meet face to face. It builds rapport and is much better than a phone conversation and perversely, lockdown has resulted in more face-to-face time with clients than before.