June 26th at 09:30-10:30: New Resources, Self-Service & Training Support
This session will introduce the new Moneyinfo self-service resources, including user guides, videos and training materials. We’ll also introduce Isabelle as the new Moneyinfo trainer and explain how firms can access support for refreshers, new starters and feature-specific training.
Join us on June 26th at 09:30.
July 31st 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 July 31st at 09:30 to share experiences and learn from peers.