April 24th at 09:30-10:30: Enhanced Digital Fact Find in Moneyinfo 14.1
Moneyinfo 14.1 introduces the most significant update to our digital fact find experience.
In April’s Friday Forum, we’ll walk through real scenarios, show how the functionality behaves, and give you a clear view of how this fits into your day to day processes.
Join us on April 24th at 09:30 to see how to streamline fact find processes and improve data accuracy across systems.
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.
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.