Transforming Workflows with Transact & moneyinfo

This virtual meetup showcases how the integrations between Transact and moneyinfo help advisers streamline workflows, enhance the client experience, and save valuable time.

This session focuses on how moneyinfo's client portal simplifies processes like consent workflows and document delivery - ensuring a smoother, more client-focused journey for advisers.

In this session, you'll discover:

• A live demo highlighting how moneyinfo's portal enhances the client experience
• Practical strategies to reduce manual effort while keeping clients engaged
• An opportunity to shape the future of integration with our interactive Q&A

Presented by Tessa Lee (Managing Director, moneyinfo) and Tom Phillips (Integrations Manager, Transact), this webinar will spotlight how moneyinfo’s technology complements Transact’s adviser platform to reduce rekeying, deliver seamless communication, and keep clients within your branded ecosystem.

We also share exciting updates on how future developments, including our upcoming account-opening API, aim to further enhance integration between moneyinfo and Transact.

This is your chance to see how moneyinfo is helping Transact advisers deliver exceptional service and unlock their peak performance.