Free training: the secret to long-term success with technology
Buying new technology is only ever half the story. The real question is whether your team will use it in a way that transforms how you work and delivers lasting impact.
That’s where training comes in, and why we believe it should never be an afterthought.
At Moneyinfo, we offer free, unlimited training for as long as you’re a client, because the real value of technology isn’t unlocked on day one. It builds over time.
Training that grows with your business
We’ve seen too many firms invest in software only to find that adoption stalls once the initial training session is over. People forget what they’ve learned, confidence fades, and new features go unused. That’s why we deliver support differently. Instead of one-off sessions that try to cover everything in a single day, we offer ongoing, on-demand training that’s there whenever you need it. If you’re trying something new, we’ll guide you through it step by step. We train you on your own system and with your own data (with your permission), so every session is practical, relevant and immediately useful.
And because we’re constantly improving and enhancing the platform, we make sure you’re supported every time something new is released. Every update and every new feature comes with training included, so your team never falls behind. That’s how technology goes from being a tool you use to a solution that actively evolves with your business.
The difference continuous support makes
The difference this approach makes is significant. Firms that have embraced digital workflows with Moneyinfo have seen office costs fall by 35% simply by replacing paper and email with secure digital processes. Others have saved more than 75,000 printed pages, freeing up time, reducing waste, and improving sustainability. These kinds of outcomes don’t happen just because you have technology. They happen because people are confident using it and continue to build their skills over time.
Support doesn’t just mean training, though. It also means being there when you need us. You can pick up the phone and speak directly to a member of our team, or connect with us on Zoom or Teams. There’s no faceless ticketing system and no waiting days for a reply. We want to solve problems quickly, remove barriers, and help you keep moving forward.
It’s an approach that our clients really value. “Thank you very much for today. It was very helpful and I’ve since gone in and set up templates, re-arranged pods, contact details etc. I’m more confident in these areas now,” said James Abram from The Abram Partnership. “It’s been a pleasure working with Moneyinfo,” added Sam Whybrow from Thanks Wealth Planning. “Your expertise and friendly nature make it a great experience, and I know that we can work together to resolve any issues in the best way possible.”
Building long-term success together
We believe technology should grow with you, not just serve you on the day it’s installed. That’s why we design our support to evolve alongside your business, delivering the tools, guidance and expertise that help you succeed not just today, but for the long term. Free training is more than a nice extra. It’s the foundation that turns software into real change and helps you unlock the full potential of your technology year after year.
If you’re ready to see how Moneyinfo could transform the way you work, click here to book a personal demonstration.
What you get with Moneyinfo:
Free, unlimited training: Included for as long as you’re a client, so support never stops after go-live.
Training when it matters: Delivered on demand, focused on what you’re doing right now.
Always up to date: Every feature release and platform update comes with training.
Measurable results: Clients have cut costs by 35% and saved tens of thousands of printed pages.
Real support, real people: Speak directly to our team by phone, Zoom or Teams whenever you need help.
Confidence that lasts: Continuous training builds long-term adoption and maximises the value of your technology.