January 30th 09:30 - 10:30 | Supercharge Onboarding Experiences
Easily Respond to Messages Using Your Own Templates. January’s Friday Forum focuses on a part of the journey that quietly shapes everything that follows onboarding. When onboarding is clunky, clients disengage early and teams absorb unnecessary manual work.
In this session, we’ll explore how firms are using Moneyinfo to design structured, step by step onboarding journeys that feel simple for clients and controlled for teams. From task automation to simplified portal views, this is about reducing friction and improving adoption from day one.
Join us on January 30th at 09:30 for practical examples and real configurations firms are using today.
February 27th 09:30 - 10:30 | Elevate Your Client Review Journey
Client reviews sit at the heart of the advice relationship, yet many firms still manage them through manual steps and disconnected systems.
In February’s Friday Forum, we’ll explore how firms are building repeatable, automated review journeys that improve consistency while keeping the experience personal for clients.
From workflow design to review tracking, this session is about making reviews easier to run and better to experience.
Join us on February 27th at 09:30.
March 27th at 09:30 - 10:30: Back Office Connections Integrations
Integrations promise efficiency, but the reality often depends on data quality, setup decisions, and internal processes. March’s Friday Forum is an open conversation about back office integrations.
We’ll explore how firms are connecting systems, where automation adds value, and what challenges others have faced along the way.
Join us on March 27th at 09:30 to share experiences and learn from peers.
April 24th at 09:30-10:30: Workflow & Process Automations
Automation works best when it supports people, not replaces them.
In April’s Friday Forum, we’ll explore how firms are using workflows to bring structure and consistency to key processes like onboarding, reviews, and document approval, without damaging the client experience.
Join us on April 24th at 09:30 to see how firms are applying automation in practical ways.
May 29th at 09:30-10:30: Secure Messaging & Document Sharing
Client communication is central to trust, yet many firms still rely on methods that introduce risk and inefficiency. In May’s Friday Forum, we’ll explore how firms are using secure messaging and document sharing to improve engagement while reducing exposure. Join us on Friday 29 May at 09:30.
Join us on May 29th at 09:30.
June 26th at 09:30-10:30: Reporting, Oversight & Team Structure
Oversight is about clarity, not control. June’s Friday Forum will explore how firms are using reporting, dashboards, roles, and permissions to manage teams, cases, and compliance more effectively.
Join us on June 26th at 09:30.