Sign up with the dates below to be taken to our Online Interactive Training registration pages. Remember, these are online sessions for your convenience so there will be no travelling required!
⏳ 13.0 Release | New Features & Enhancements
👥 Streamline your business processes
💬 Introduction Secure Messaging
📊 Basic introduction to moneyinfo Manager
⭐ The Advanced Features of moneyinfo Manager
🚀 Best Practice to Maximise Portal Adoption
🔎⭐ Advanced Fact Find features
💬⭐ Advanced Secure Messaging features
⏳ 13.0 Release | New Features & Enhancements | Back
The purpose of this session is to showcase the range of new features that form part of our 13.0 service release which brings a host of new features designed to enhance your experience and streamline your business processes.
Here's a high-level overview of what's coming in our next release:
Fri 5th July 9:30 - 10:30 | Register here
📱The Adviser App
| Back
The purpose of this session is to ensure you have the knowledge to effectively manage and service your clients by utilising the Adviser Portal
By the end of this session, you will learn:
Mon 1st July 9:30 - 10:30 | Register here
Thu 1st August 9:30 - 10:30 | Register here
👥 Streamline your business processes | Back
The purpose of this session is to showcase the art of the possible and how your branded portal and app can digitalise your client relationships and processes.
By the end of this session, you will learn:
Tue 2nd July 9:30 - 10:30 | Register here
Tue 6th August 9:30 - 10:30 | Register here
🤝 Enhanced Features For Users | Back
The purpose of this session is to demonstrate how the digital client portal continues to evolve and how moneyinfo can become a critical piece of your tech eco-system.
By the end of this session, you will learn:
Wed 3rd July 9:30 - 10:30 | Register here
Wed 7th August 9:30 - 10:30 | Register here
📝 E-Signatures | Back
The purpose of this session is to demonstrate the power of our DocuSign integration; a proven secure and faster way to get documents electronically signed.
N.B Please contact our support desk if you would like to setup the DocuSign integration.
By the end of this session, you will learn:
Thu 4th July 9:30 - 10:30 | Register here
Thu 8th August 9:30 - 10:30 |
Register here
🔎 Introduction To Fact Find | Back
The purpose of this session is to showcase how moneyinfo’s digital Fact Find can offer numerous benefits to both clients and operators, including time and cost savings, improved accuracy, and increased security.
By the end of this session, you will learn:
Tue 16th July 9:30 - 10:30 | Register here
Tue 13th August 9:30 - 10:30 |
Register here
💬 Introduction to Secure Messaging | Back
Are you still communicating with your clients insecurely using good old-fashioned email?
The purpose of this session is to demonstrate a superior method of communication which offers peace of mind that the data contained is protected and accessible on any device.
By the end of this session, you will learn:
Wed 17th July 9:30 - 10:30 | Register here
Wed 14th August 9:30 - 10:30 | Register here
📊 Basic Introduction to moneyinfo Manager
| Back
The purpose of this session is to introduce or refresh your knowledge on navigating the moneyinfo manager application.
By the end of this session, you will learn:
Thu 18th July 9:30 - 10:30 | Register here
Thu 15th August 9:30 - 10:30 | Register here
📊 ⭐ The Advanced Features of moneyinfo Manager | Back
‘You don’t know what you don’t know’. The purpose of this session is to demonstrate the art of the possible when using the moneyinfo manager application.
By the end of this session, you will learn:
Fri 19th July 9:30 - 10:30 | Register here
Tue 20th August 9:30 - 10:30 | Register here
📈 Introduction To Workflows | Back
The purpose of this session is to demonstrate how you can automate your key business processes to deliver faster results and enhance your client experience.
By the end of this session, you will learn:
Tue 23rd July 9:30 - 10:30 | Register here
Wed 21st August 9:30 - 10:30 |
Register here
🚀 Best Practice to Maximise Portal Adoption | Back
Have you recently completed your moneyinfo implementation or do you want to relaunch the service to more of your clients?
The purpose of this session is to offer practical ideas on how you can roll out to your clients, with hints and tips and examples of what other firms have done to maintain incredible adoption.
By the end of this session, you will learn:
Wed 24th July 9:30 - 10:30 | Register here
Thu 22nd August 9:30 - 10:30 | Register here
🔎⭐ Advanced Fact Find features | Back
The purpose of this session is to showcase how money info’s digital Fact Find can offer numerous benefits to both clients and operators, including time and cost savings, improved accuracy, and increased security.
By the end of this session, you will learn:
Thu 25th July 9:30 - 10:30 | Register here
Tue 27th August 9:30 - 10:30 | Register here
💬⭐ Advanced Secure Messaging features | Back
Are you still communicating with your clients insecurely using good old-fashioned email?
The purpose of this session is to demonstrate a superior method of communication which offers peace of mind that the data contained is protected and accessible on any device.
By the end of this session, you will learn:
Tue 30th July 9:30 - 10:30 | Register here
Wed 28th August 9:30 - 10:30 | Register here
📈⭐ Advanced Workflow features | Back
The purpose of this session is to demonstrate how you can automate your key business processes to deliver faster results and enhance your client experience.
By the end of this session, you will learn:
Wed 31st July 9:30 - 10:30 | Register here
Thu 29th August 9:30 - 10:30 | Register here
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