November Newsletter 2024
The latest 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.
Please click the links to jump straight to the content:
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moneyinfo 13.2 release sneak peek
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Christmas opening times
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More Citywire Top 100 firms choose moneyinfo to power their client experience
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We want to hear from you: Consumer Duty’s first 18 months
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Transact Automated Account Opening Pilot
moneyinfo 13.2 release sneak peek |
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We’re pleased to announce the upcoming 13.2 release, scheduled for the evening of 17th December. During this update, moneyinfo and moneyinfo Manager may be briefly unavailable. You may wish to notify clients in advance by sending a bulk secure message or set up a notification—our support team is here to help if needed at 03303 600300.
This release brings a host of improvements designed to streamline your daily tasks and offer more intuitive ways to access client information.
- Updates to the Client Summary page make vital details more accessible and editable without navigating multiple screens.
- Features like the new Client Card and surname display in the messaging panel ensure you can quickly find and manage client information, saving valuable time.
- We’ve also introduced tools to support your growing client base, such as bulk tagging for easier group management and a Critical Path dashboard pod to help clients stay organised.
- Visual updates, like the option to display operator profile photos, offer a more personal touch for your clients.
If you have any questions, need support, or would like to set up a training session, please reach out to our Support Team on 03303 600300.
Christmas opening times |
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- Tuesday 24th December - 9am to 12.30pm
- Wednesday 25th December – Closed
- Thursday 26th December - Closed
- Friday 27th December - 9am to 5.00pm
- Monday 30th December - 9am to 5.00pm
- Tuesday 31st December - 9am to 5.00pm
- Wednesday 1st January - Closed
- Thursday 2nd January - 9am to 5.00pm
More Citywire Top 100 firms choose moneyinfo to power their client experience |
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For over a decade, Citywire's Top 100 has been a celebration of the UK’s most forward-thinking financial planning firms. By focusing on the value they deliver to clients, this list showcases the best of the best in wealth management.
We’re thrilled to share that an increasing number of the firms featured in this year’s Top 100 have chosen moneyinfo to drive their digital transformation.
In our recent article, we took a closer look at how some of these standout firms are using moneyinfo to create impact.
We want to hear from you: Consumer Duty’s first 18 months |
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We’re currently writing an article on the impact of Consumer Duty’s over the past 18 months on our client firms. We’d love to hear from you, how you have responded to the regulations, and how they have impact your business.
We will feature some of our forward-thinking firms with differing opinions and insights to give our readers an idea of how the regulations are impacting operations and processes.
Do you have 5 mins to share your thoughts? We’d love you to take part in our survey, where you will have the chance of being mentioned in the full article once it’s published.
Getting consent from your clients to open a Transact account is now easier than ever before with the new Transact Consent straight-through workflow in moneyinfo. Ensuring a frictionless process by eliminating the need for clients to sign individual documents.
Are you using Transact and would like to learn more? To find out more information and to get this set up for your firm, please contact our Implementation Consultant, Sophie Cons: sophie.cons@moneyinfo.com.
