Newsletter July 24
The June 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:
➔
Coming Soon: Regional User Groups
➔ Watch On Demand: moneyinfo 13.0 Training Webinar
➔ AdviserTech LIVE 10: Watch Now
➔ 10 Year Anniversary Quarterly Do
➔ Tessa Lee Nominated for Woman of the Year - Fintech
Coming Soon: Regional User Groups |
Back to the top
We're excited to announce that we will be setting up regional user groups across the UK.
This is a fantastic chance for users to share their experiences and for us to listen and learn from you.
We’re planning to host these events in key cities including London, Manchester, Leeds, Henley-in Arden, Edinburgh, and Bristol, with more locations being considered based on client interest.
We are finalising details for locations and dates soon, so keep an eye on your inbox for an invitation and details on how to register.
For any questions or suggestions, please reach out to us.
Watch On Demand: moneyinfo 13.0 Training Webinar |
Back to the top
What’s new in moneyinfo 13.0?
In case you missed it, here’s an overview of what was released in moneyinfo 13.0:
• Better search and action capability with new Smart Lists
• Clients Tags for enhanced organisation
• Adding clients to a service group in bulk
• Add clients and operators to multiple teams
• Multiple resources on a workflow
• Dynamic Views
Our Training Consultant Katy Hillyerd ran through everything you need to know in our moneyinfo 13.0 Training Webinar.
Watch the full webinar by clicking here.
AdviserTech LIVE 10: Watch Now |
Back to the top
We had a great turn out to our AdviserTech LIVE 10 online webinar event, where industry platform giants demonstrated how to leverage the power of straight through processing using moneyinfo.
We were joined by platform experts Seccl, SEI and Transact who demonstrated how they 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, or regional / large scale wealth management business, watch AdviserTech LIVE 10 to discover how best-of-breed solutions suit all operating models.
10 Year Anniversary Quarterly Do |
Back to the top
Work hard, play hard! We recently celebrated our 10 year anniversary here at moneyinfo (you thought we looked younger, right?!) marking a decade since our MBO in 2014, and what a journey it has been!
To celebrate this incredible milestone in line with our 'Together' company value, the whole team took to the waters on the fabulous Princess of Evesham restaurant boat in Stratford Upon Avon, where the laughter (and wine) flowed as freely as the waves beneath us!
Adding to the fun, we were joined by the talented Mickey Toones caricature artist who captured the essence of our amazing team with comical portraits. Despite the hilarious exaggerations, we’re happy to report that everyone was pleased with their keepsake.
Bold, Trusted, Together ... We are moneyinfo!
Tessa Lee Nominated for Woman of the Year - Fintech |
Back to the top
We are thrilled to announce that our Managing Director, Tessa Lee, has been shortlisted as a finalist in the 2024 Professional Adviser Women in Financial Advice Awards in the category of Woman of the Year – Fintech!
This nomination is a testament to Tessa's incredible leadership, dedication, and innovative spirit in driving the financial advice and wealth management industry forward.
Join us in celebrating Tessa's achievement and wishing her the best of luck for the awards ceremony on Wednesday, 6th November at the Marriott London Grosvenor Square.
Bold, Trusted, Together … We are moneyinfo!
