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October 2024 Newsletter

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.

Please click the links to jump straight to the content:

Enhanced integrations with Transact to make life easier for you and your clients
Stay Connected with the moneyinfo Manager App (MIM)
The AdviserTech Show S4 E5 - Gary Shepherd, Sprint
moneyinfo integrates with Transact to simplify document delivery
Quarterly Do October 2024

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Enhanced integrations with Transact to make life easier for you and your clients | Back to the top

Transact Automated Account Opening Pilot

Getting consent from your clients to open a Transact account is now easier with the new Transact Consent Workflow in moneyinfo, ensuring a frictionless process by eliminating the need to sign individual documents.

Want to get involved? We’re looking for more firms to take part in the Transact consent process pilot programme. Please volunteer by contacting our Implementation Consultant, Sophie Cons: sophie.cons@moneyinfo.com .

Simplify and automate the delivery of Transact documents to your clients

We''ve recently extended our integration with Transact to simplify document delivery, making it so easy to deliver documents to your clients. Through your moneyinfo portal and app, advisers can now automatically deliver key client communications, including valuation reports and statements.

Any documents sent to the clients’ document pick-up page on Transact are automatically delivered to your clients with push notifications via your branded app.

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Stay Connected with the moneyinfo Manager App (MIM) Back to the top

Are you making the most out of moneyinfo?

Instead of dragging out your heavy laptop, let your phone do the light lifting with just a few taps – put MIM on the home screen of your smartphone.

Access your client data and manage your work from anywhere, at any time.

Here’s what the MIM App can do for you…

  • On-the-go management: Access all your client info, right at your fingertips.
  • Instant notifications: Stay updated with important client activity.
  • Biometric access: All the protection you expect, with the ease of mobile.
  • Time-saving: Manage tasks and client requests from anywhere.
  • Improved client service: Respond faster, act smarter.

Want to learn how to manage and service your clients by using the Adviser App? Sign up to our Adviser App interactive training session here .

Unlock your peak performance: Download the moneyinfo Manager App now and experience the power to engage with your clients on the move!

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The AdviserTech Show S4 E5 - Gary Shepherd, Sprint | Back to the top

In our latest episode of The AdviserTech Show, Tessa Lee, Managing Director of moneyinfo, sat down with Gary Shepherd, Business Development Director at Sprint, to take a fascinating deep dive into over 50 years of experience they have both amassed in financial services and adviser technology.

They covered a range of topics, including the growing need for better data management and reporting solutions in the industry.

Between the two of them, Tessa and Gary have seen it all. They even remark on the earlier days of the industry before web-based applications, where they would often travel around the country using a CD-ROM to install desk-based software for advisers!

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We were featured in Financial Planning Today, IFA Magazine, and Money Marketing, announcing our team up with Transact to enhance client document delivery.

Our new integration with adviser investment platform Transact helps streamline adviser-client communication.

The collaboration is part of Transact’s plan to integrate with technology providers to enhance efficiency and client engagement for the 2,000 adviser firms using the platform.

divider 2 1200x70 divider 2 1200x70 moneyinfo integrates with Transact to simplify document delivery -- News Post Image Quarterly Do October 2024 | Back to the top

This October’s quarterly presentation started with reviewing our business objectives and feeling confident that 2024 is shaping up to be another fantastic year.

We ended the presentation with a well-deserved shout-out to our Employee of the Quarter, Alex Fletcher, from the support desk. He’s been recognised by our clients and our team recently with some excellent feedback and the team's appreciation of his great work. Congratulations, Alex.

After the updates, we swapped slides for shakers at the Bedford Street Bar in Leamington Spa for a cocktail-making course.

At moneyinfo, celebrating our success as a team is a key part of our culture. It's one of the ways that we live our company values…

Bold, Trusted, Together, we are moneyinfo!

Interested to understand more about what working at an established, fast paced fintech firm is like? visit our #WishYouWorkedHere page to learn more: