Online Interactive Training
2024 Dates

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!

⏳ 12.3 Release | New Features & Enhancements

📱 The Adviser App

👥 Streamline your business processes

🤝 Enhanced Features For Users

📝 E-signatures

🔎 Introduction To Fact Find

💬 Introduction Secure Messaging

📊 Basic introduction to moneyinfo Manager 

⭐ The Advanced Features of moneyinfo Manager

📈 Introduction To Workflows

🚀 Best Practice to Maximise Portal Adoption

🔎⭐ Advanced Fact Find features

💬⭐ Advanced Secure Messaging features

📈⭐ Advanced Workflow features

 

⏳ 12.3 Release | New Features & Enhancements | Back

The purpose of this session is to showcase the range of new features that form part of our 12.3 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:

• 2-way Integration with Intellifo Office
  
• Export Workflow Details
  
• Enhanced Workflow Search
  
• Improved Operator Experience during password Changes
  
• UI Enhancements
  
• Changes to Relationship Dropdown (Dependant)
  
  

Thu 9 ^th May 14:00 - 15:00 | 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:

• How to revolutionise your client communication
• How to navigate the Adviser Portal to access your client information
• How your clients will engage with your branded app
  
  

Wed 3 ^rd April 09:30 - 10:15 | Register here

Wed 1 ^st May 09:30 - 10:15 | Register here

Tue 4 ^st June 09:30 - 10:15 | 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:

• How Workflows and Digital Fact Find can streamline and automate both operator and client actions
• How you can communicate and provide your clients with a superior experience
• How moneyinfo can support you in the here-and-now to deliver a better client experience
  
  

Thu 4 ^th April 09:30 - 10:30 | Register here

Thu 2 ^nd May 09:30 - 10:30 | Register here

Wed 5 ^th June 09:30 - 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:

• How to introduce Digital Relationship Management features into your business processes
• How to make the most out of our extensive integration options
• How to modernise your client engagement through your branded app and portal
  
  

Fri 5 ^th April 09:30 - 10:30 | Register here

Fri 3 ^rd May 09:30 - 10:30 | Register here

Thu 6 ^th June 09:30 - 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:

• How you can use moneyinfo to issue e-signature requests to your clients in a variety of ways
• How you can create templated signature requests to save time!
• …and a whole host of other features that will enhance your client experience
  
  

Mon 8 ^th April 09:30 - 10:30 | Register here

Tue 7 ^th May 09:30 - 10:30 | Register here

Fri 7 ^th June 09:30 - 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:

• How to build your own customisable Fact Find templates
• How to request updated financial information from your clients
• How the digital Fact Find can elevate your client and operators experience when capturing data
  
  

Tue 9 ^th April 09:30 - 10:30 | Register here

Wed 8 ^th May 09:30 - 10:30 | Register here

Tue 11 ^th June 09:30 - 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:

• How you can manage all communications using secure messaging
• How to become less reliant on Outlook
• How to make communications more efficient and consistent using message templates
  
  

Wed 10 ^th April 09:30 - 10:30 | Register here

Thu 9 ^th May 09:30 - 10:30 | Register here

Wed 12 ^th June 09:30 - 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:

• How to become confident navigating the MIM application
• How to utilise client actions
• How to communicate with your clients
  
  

Tue 16 ^th April 09:30 - 10:30 | Register here

Fri 10 ^th May 09:30 - 10:30 | Register here

Thu 13 ^th June 09:30 - 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:

• How to set up your internal team structure and categorise client groups
• How to control configurations in moneyinfo Manager
• How to effectively manage data integrations
  
  

Wed 17 ^th April 09:30 - 10:30 | Register here

Tue 14 ^th May 09:30 - 10:30 | Register here

Tue 18 ^th June 09:30 - 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:

• The extensive capabilities of moneyinfo’s Workflow Designer
  
  

Thu 18 ^th April 09:30 - 10:30 | Register here

Wed 15 ^th May 09:30 - 10:30 | Register here

Wed 19 ^th June 09:30 - 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:

• Best practice to configure your moneyinfo portal and app
• Best practice to communicate your portal capabilities to your clients
• Best practice to maintain engagement with your clients
  
  

Tue 23 ^rd April 09:30 - 10:30 | Register here

Thu 16 ^th May 09:30 - 10:30 | Register here

Thu 20 ^th June 09:30 - 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:

• How to build your own customisable Fact Find templates
  
• How to request updated financial information from your clients
  
• How the digital Fact Find can elevate your client and operators experience when capturing data
  
  

Wed 24 ^th April 09:30 - 10:30 | Register here

Tue 21 ^st May 09:30 - 10:30 | Register here

Tue 25 ^th June 09:30 - 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:

• How you can manage all communications using secure messaging
  
• How to become less reliant on Outlook
  
• How to make communications more efficient and consistent using message templates
  
  

Thu 25 ^th April 09:30 - 10:30 | Register here

Wed 22 ^nd May 09:30 - 10:30 | Register here

Wed 26 ^th June 09:30 - 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:

• The extensive capabilities of moneyinfo’s Workflow Designer
  
• How to build your own Workflow
  
• Our tips and tricks on how to take your workflows to the next level
  
  

Tue 30 ^th April 09:30 - 10:30 | Register here

Thu 23 ^rd May 09:30 - 10:30 | Register here

Thu 27 ^th June 09:30 - 10:30 | Register here