Moneyinfo and Transact integration webinar recording
In this webinar, we explore how firms are using the Moneyinfo and Transact integration to simplify onboarding, speed up approvals, and deliver more consistent digital journeys for clients. The session includes a walkthrough of the integration in action, alongside practical examples and questions from firms already using it.
Watch the recording to see:
How the Moneyinfo and Transact integration supports digital onboarding
Where firms are saving time and reducing manual steps
How approvals and client communication can be streamlined
Common questions raised by firms and how they are being addressed
If you are already a Moneyinfo client and would like support setting up the Transact integration, our Client Services team would be happy to help. If you are not currently using Moneyinfo and would like to explore how firms are using Moneyinfo and Transact together, book a discovery call below.