October 2nd at 09:30-10:30: Build the Foundations: Driving Adoption Through Connected Client Journeys
Explore how firms can maximise the value of the Moneyinfo platform by increasing adoption of key capabilities including secure messaging 2.0, document sharing, digital fact finding, workflows, integrations and client engagement tools.
October 2nd at 09:30-10:30
October 30th at 09:30-10:30: Build the Client Timeline: Creating a Richer View of Every Client Relationship
Explore how features such as meeting transcription, document screening and structured client data help create a richer, more connected history of the client relationship. We'll show how bringing information together in one place can improve visibility, reduce administration and lay the foundations for future innovation.
October 30th at 09:30-10:30
November 27th at 09:30-10:30: Turn Information into Intelligence: Using AI to Deliver More Relevant Client Experiences
The more information you capture about your client relationships, the more valuable that information becomes. When combined with AI, a connected history of client interactions can help advisers work more efficiently, prepare more effectively and deliver increasingly relevant client experiences.
November 27th at 09:30-10:30