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Newsletter June 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:

WINNER: Systems in the City Winner 2024!

moneyinfo 13.0 Training

User Forum: Simplifying Digital Transformation

MAFTAs 2024 Winners

Investors in People Celebration


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mafta-nominations-2024
WINNER: Systems in the City 2024! | Back to the top

We are thrilled to share that moneyinfo has been awarded 'Best Mobile Experience for Private Clients' at the prestigious 'Goodacre Systems in the City' Awards.

This recognition is a testament to our unwavering commitment to enhancing client engagement through our innovative technology solutions.


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moneyinfo client info update


moneyinfo 13.0 Training | 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

Join the online webinar via teams with our Training Consultant Katy Hillyerd. Here to guide you through the new range of features from our most recent release, so you can get the most out of moneyinfo.

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User Forum: Simplifying Digital Transformation | Back to the top

Our 2024 client User Forum was a big hit with a full house at the SEI Offices in London.

Managing Director Tessa Lee & Product Owner Ryan McCarthy were joined by Chris Huntingford to demonstrate how AI can can transform client interactions, streamline operations, and achieve unparalleled efficiency and customisation, bringing the client into the advice process more than ever before using moneyinfo!

For more information contact our client services team here 


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MAFTAs 2024 Winners | Back to the top

Our User Forums wouldn’t be the same without our MAFTA Awards! We celebrate firms and individuals who use our technology to revolutionise their processes and unlock unprecedented levels of client engagement.

Congratulations to our winners:

🏆 Best Operator Award: Tom Whitlock, Clifton Asset Management Plc
🏅 Lifetime Achievement Award: Clifton Asset Management Plc
⭐ Rising Star Award: Cooper Parry Wealth
📲 Best Adoption Award: TFP Financial Planning Ltd

We are thrilled to celebrate and share the successes of these forward-thinking, ambitious firms who we are privileged enough to call our clients.

Bold, Trusted, Together… We are moneyinfo!

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Investors in People Celebration | Back to the top

Celebrating our Silver Accreditation!

During June, our Implementations Consultant Sophie Cons and Business Analyst Florence Govier represented moneyinfo at the Investors in People Community Celebration Event in Leicester. It was an inspiring day filled with talks from guest speakers who, like moneyinfo, are accredited Investors In People organisations. 

Flo shared, “It was an inspiring day with talks from guest speakers who, like moneyinfo, are accredited Investors In People organisations. A key takeaway from this event was just how far having a culture that everyone lives by can take you. Huge thank you to the organisers and speakers for such an enriching experience.”

Sophie added, “It was great to celebrate our silver accreditation, we are very proud to have attained this award and it demonstrates what a great culture has been built at moneyinfo. We always strive to do better for our team and our clients. As well as celebrating our achievements, it was inspiring to listen to the key speakers, who shared their stories.”

We're immensely proud of our team and the culture we've cultivated at moneyinfo. Achieving the Silver Accreditation is a testament to our continuous efforts to better ourselves for our team and our clients.