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Newsletter March 2020

Holy Homeworking Batman!

Early Tuesday morning, following the government’s advice that where possible people should work from home, we sent out the Bat Signal to the moneyinfo team to mobilise our Business Continuity Plan. The response from the whole team was fantastic and everyone was ready to work by 9am from living rooms, spare bedrooms and bat caves across Warwickshire and the Midlands. 

We’ve found regular team communication to be invaluable so far. As well as making sure we keep our priorities on track, it’s important that we all keep up our team morale during these strange times. Our Development Team already run daily ‘Stand-Up’s’ for 20 minutes each morning to discuss where they are at with their various projects, deal with anything that’s blocking progress and set their priorities for the that day. We’ve now put these in place for the Management Team and the Support Team too. We are using Zoom or MS Teams to run all our meetings and it’s working well. It’s nice to be able to see each other on video too and it ensures we all change out of our PJs before connecting!

If you don’t already have something in place for online meetings both tools are very cost effective and worth considering:

We hope you are finding its business as usual from moneyinfo. We are certainly seeing plenty of activity from our clients. Secure messaging volumes are going through the roof and we are also seeing demand for more custom content and the DocuSign integration too. Read more in our news section!

We wish all of our clients well and as always, we are here to support you and your clients in any way we can so please just pick up the bat phone should you need us!


User Forum update and Tech Event rescheduling

COVID-19 disruption has impacted many areas of day-to-day life for most of us e . We’ve taken the decision to move our annual User Forum on May 21 st to an online event. The content will remain the same and we’re looking forward to showcasing new functionality and updates to moneyinfo, alongside best practices to support remote working and remote client engagement. You will receive an updated invitation to this shortly, if you haven’t already done so, now is the time to reserve your space at our popular annual client event.

The 3rd round of the very successful threesixty technology events we are involved with   have suffered a similar fate to many others in light of the COVID-19 disruption. These were due to take place in June and July, but we have taken the precautionary step of postponing these until late Sept through early October. We currently have over 340 people, and 12 industry leading tech-sponsor firms registered to attend the events across 6 UK cities (Edinburgh, Manchester, Wetherby, Bristol, Birmingham & London). Our flagship event at the prestigious Aviva offices in London is confirmed, where you can see a range of tech providers demo their software on the largest digital screen in Europe! Keep your eyes peeled for the invitations being circulated once the new venues and dates are confirmed.


Advisers turn digital in these challenging times

As advisers opt for online meetings rather than face-to-face you can use the moneyinfo app to aid conversations with their clients. 

Help calm nerves and remind clients to focus on their long-term objectives rather than worrying about short-term portfolio performance. Use the dashboard content management system to deliver re-assurance through blogs, videos and newsletters delivered through your moneyinfo app.

The message is clearly getting through as we’ve seen a ten-fold increase in the number of secure messages sent and received between clients and advisers since the beginning of March. Unsurprisingly, average daily logins have also increased significantly with investors concerned about their investment portfolios.

We can support your business in obtaining approval requests and easier instructions that require a signature through our Docusign integration, significantly shortening the time to obtain responses. 

Sim Sangha, our business development director: “The main changes we’ve seen in the last couple of weeks, are an increase in calls to our support team requesting the Docusign integration and how to send bulk communications.  Firms are clearly working hard in keeping the lines of communication going and reassuring clients in these unprecedented times.

A number of our client firms have implemented the automated online booking tool Calendly within their client dashboards allowing clients to book a slot with their adviser if they have any questions or concerns. Zoom for video conferencing is also being used widely and we ourselves are using Zoom and Microsoft Teams to support our Business Continuity Plan with all staff now working remotely. All existing projects and ongoing development is continuing as planned with a greater focus on how we can provide advisers with greater remote working support."

If you’d like any further information on how to use moneyinfo to communicate with your clients or just need a chat please call us, we’re here to help in any we can.


Secure Messaging and Digital Signatures

Your app is much more than just a way for your clients to check their investments. Using it for all your client communications provides convenience to your clients allowing them to engage with you on the devices they choose to use. View our short video tutorial on how messaging works with DocuSign for both you and your client …

moneyinfo Secure Messaging and Digital Signature from moneyinfo on Vimeo .

We’ll polish the video tutorials over time and we’ll be producing more video help files in the coming weeks to ensure you can utilise both moneyinfo alongside other technologies to provide an enhanced service to your clients. We’ll be running a weekly Q&A session with practical tips on how to get the most out of your IT investment to support your business. More on this early next week. 

Meanwhile don’t forget the bat phone number should you need help 03303 600 300. We’re here for you.