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Newsletter May 2020 -- News Post Image

Newsletter May 2020

Welcome to our monthly newsletter. Each month you can find a summary of news from across our business letting you know what's new in the world of our award-winning client portals. This month we take a look at:

  • POWER TO THE PORTAL! Our User Forum has gone 'virtual'. Join us TOMORROW!
  • Client Stories - learn how Progeny have cut down on travel and printed 75,000 fewer pages during lockdown.
  • 'Don’t drop your guard and stay updated'  - learn how to reduce the risk from cyber attacks and phishing emails from our IT Infrastructure Manager.
  • Client webinar recordings  - helping you get the most out of client communications.

Our User Forum goes virtual

This years moneyinfo User Forum isa virtual event that will be hosted online tomorrow from 10am - 12pm. Guest speakers include Russell Facer (MD threesixty Services) and Rob Douglas (Equilibrium).

Register for the virtual user forum here.

16x9 Power to the Portal V2



Client Story with Progeny

Progeny 2

“Our responsibility to society means a responsibility to the planet. We’ve cut down on travel and we’ve printed 75,000 fewer pages.

It’s a change to habits, we’ve not been able to post stuff to clients, we’ve got the portal active and we’re able to upload documents into it, clients can print if they want but most choose not to, they can read it, electronically sign and it comes back to us and straight back into our back-office system.

Suitability reports (3,000 a year at 20 pages each), application forms, fund switch forms etc. they’ve all gone digital and we categorically won’t be going back to printing. We’re already sending some of our photocopiers back to the manufacturers.”

Read more in the client story here.



phishing attack'Don’t drop your guard and stay updated' - Read our security blog

Cyber attacks are increasing, phishing emails targeting you and your clients are relentless. It’s important that you don’t drop your guard in the ongoing battle to protect your systems. Our IT Infrastructure Manager, Craig Smallman has some advice to ensure you remain protected:

Read more here.


Client webinar series

With much of the UK now working from home, your portal’s secure messaging and document sharing functionality can really help you communicate easily and efficiently with your clients, keeping them informed and reassured during these testing times.

With this in mind we've been running a series of client webinars that have been extremely well received by our client firms. The webinars cover a wide range of topics that will empower our client firms to supercharge their client communications in these unprecedented times.

If you were unable to catch them the first time around, these are now available in our Communications Library via your MIM dashboard (moneyinfo manager).

Working remotely with clients webinars

We’d like to thank all of our clients who managed to attend and hope you found them useful. Feedback or suggestions for future webinar topics are very welcome .

The moneyinfo support team.