Moneyinfo already gives firms tools to capture more of the relationship through everyday work: secure messaging, documents, digital fact finds, electronic signatures, workflows and case management, alongside information from integrated back-office systems, platforms and portfolio management systems.
Margaret’s annual review will involve an update to her fact-find, sharing documents securely, obtaining signatures and tracking the follow-up work. A case brings the information, communications and activities for that review together, so the team can see what has happened and what remains outstanding. Workflow can be configured to the way your firm works and the needs of different clients.
The client timeline brings the relationship history together in chronological order, connecting communications, documents, activities and changes to client information. Penny can see the annual review alongside messages Margaret sent when markets became unsettled.
There is an immediate operational benefit.
Information is easier to find, work is easier to follow and more of the relationship is recorded as it happens. That foundation has value today, even before you add AI.
And the connected history can also help evidence how the firm supported Margaret. What questions did she raise? How did the team respond? Was the follow-up completed? Cases and timelines bring those exchanges together with the relevant documents, approvals and recorded activity, helping reviewers assess the client’s experience and the support provided to demonstrate compliance with Consumer Duty.
These foundations can help reduce the time spent reconstructing a client relationship, support continuity between teams and give operations a clearer record of work in progress. The value comes from consistent capture and use of the information, as well as the technology itself.
Use AI to capture more with less administration.
Of course, creating a richer client record must be manageable for busy teams. That is why the first stage of our AI development focuses on making information easier to capture and use after a meeting.
We are introducing AI assisted meeting capabilities within Moneyinfo Manager. A recorded meeting can become an editable summary, with suggested follow-up tasks and proposed updates to the client record and digital fact find.
The workflow supports recording meetings on your smartphone through the Moneyinfo Manager mobile app, as well as uploading transcripts from other tools such as Microsoft Teams and Zoom. Relevant documents including policy schedules can be scanned for AI to summarise.
For Penny, the aim is to reduce the work between finishing Margaret’s review and having an accurate record of the meeting, a useful client summary and the next actions ready to progress.
Crucially, Penny reviews the outputs. She can edit the summary before sending it securely to Margaret. When the AI proposes a data update, she can see the relevant extract from the transcript, check the information and approve what is saved.
Tasks and workflows can be triggered to obtain further internal review or client approval. The processes can be configured around how your team already works, including whether fact find information is collected before, during or after a meeting.
Integration matters here too. Approved fact find information can be delivered into your back-office system , together with a copy of the fact find PDF.
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Building an AI ready firm
Better AI starts with knowing your client.
Join Tess and Sim to explore how client history builds the foundations for better AI, with a look at what’s available in Moneyinfo today and the capabilities we’re developing.
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