Moneyinfo
@moneyinfotech
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Following
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Unlock your peak performance with the UK’s most configurable digital relationship management platform, built for ambitious wealth management firms.
Henley-in-Arden, England
Joined September 2010
.@CAM_Group integrated with @moneyinfotech in 2014. Our decade-long collaboration has integrated cutting-edge tech into their services, ensuring a seamless, efficient, and secure experience for clients. Learn about the relationship in our case study video: https://t.co/UJfco1mG4S
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We’re thrilled to showcase one of our members, @moneyinfotech. For Investment Managers, moneyinfo is the DRM solution that transforms efficiency and productivity, delivers compliance confidence, and enhances client engagement. Read more: https://t.co/KBN12pZnIp
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News & PR from @moneyinfotech: moneyinfo integrates with Transact to simplify document delivery Read more: https://t.co/HPtBQwJQeZ
#wealthmanagement #WealthTech #wealthpartnership #technology #digitalwealth #FinTech #TWMMembers
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Day 4 of our advent calendar, and today it's @moneyinfotech ⛄ Tessa Lee takes you on a journey through time, from the prehistoric days of static valuations, to the cutting-edge digital solutions transforming the industry today ⭐ Watch the replay: https://t.co/BCY4GIBipV
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Huge thanks to @moneyinfotech for welcoming @gshepherduk to the AdviserTech Show where the future of adviser technology & how advisers move towards a data-driven future was discussed with @moneyinfo_tess 📺 https://t.co/VLXJf5goDh 📺 #FinTech #FinancialServices
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@Transact has announced a new integration with fintech provider @moneyinfotech that streamlines adviser-client communication by simplifying document delivery.
professionalparaplanner.co.uk
Transact has announced a new integration with fintech provider moneyinfo, that streamlines adviser-client communication by simplifying document delivery. Through the integrated moneyinfo portal and...
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@Transact’s latest integration with @moneyinfotech improves the client experience and provides even more efficiencies for advisers. Client communications and document delivery made easy. https://t.co/bk7zJtbJu0
#Integration #LeadingPlatform #TransactWrap
ifamagazine.com
Transact, the UK’s leading adviser investment platform announces a powerful new integration with fintech provider moneyinfo that streamlines adviser-client
Transact, the UK’s leading adviser investment platform announces a powerful new integration with fintech provider moneyinfo that streamlines adviser-client communication.
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Article from @moneyinfotech: The client app: meeting your client’s expectations by Sim Sangha, Business Development Director at moneyinfo This article is an extract from our recently published #ClientExperienceToolkit2024report. Read: https://t.co/XiIwzPMyc4
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Every client interaction, from in-person meetings to digital communication, shapes your brand. Issues like messages landing in spam or cumbersome secure email systems not only frustrate clients, but also tarnish your brand reputation. Here's the solution: https://t.co/RlcTENd1vL
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AI isn't here to replace advisers. It's here to enhance your productivity, so you can focus on the conversations, the human interactions, and the relationships that clients value so much. Learn how AI can deliver a more engaging client experience: https://t.co/zJLG43APdB
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Together with their Gen Z successors, millennials will account for almost three-quarters of the workforce by 2030. How you use technology with your next generation of clients is crucial. Explore how your branded client portal and app can do this here: https://t.co/9x8AvgsVhW
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Rule number 1 on how your app can improve everyday efficiency: 1. Automate your report delivery: You can deliver hundreds or even thousands of documents and reports in minutes with automated document delivery. 9 more ways to go from good to great here: https://t.co/51QWMnjtNR
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Want to find out how to take advantage of your clients having access to your services from whichever device they are using? It starts with keeping focus and delivering an app that’s easy to use. Check out part 2 of our 7-part Making Digital Easy series: https://t.co/0FyNGUfDjb
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Ten years ago, Clifton Asset Management Plc (@CAM_Group) chose to implement moneyinfo to upgrade many of their business processes, and we’re happy to share their perspective in our newest video case study interview. Check it out here: https://t.co/eSlvXPgrDu
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We're very pleased to welcome another new firm to the moneyinfo tribe, @HendersonLoggie We’re constantly pushing our collaborative approach to development, and working with our clients to deliver game-changing client engagement. #adviser #finance #fintech #FinTechNews
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We are excited to support @moneyinfotech upcoming #AdviserTechLIVE event. Hear from @Transact's Richard Green and learn how the use of sub wrappers, excellent reporting and no cash skimming can drive efficiencies in your business. Register here https://t.co/2zieCP8QxB
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A new White Paper by Compeer in partnership with moneyinfo (@moneyinfotech) looks at whether the trend for increased tech spend from advisers and wealth managers is meeting high net worth clients’ expectations of digital services. https://t.co/2qVIBz0vpW
ifamagazine.com
The report's top-line finding is that as digital services increase, so do the expectations of clients. It also found that while most wealth managers and IFAs
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The enhanced 2-way integration with intelliflo represents a significant leap forward in time efficiency for our firms using intelliflo office. Read more here: https://t.co/QNSy068ZQ4
#WealthTech #FinancialAdvisers
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Thinking of adopting a branded client portal and app for your firm? Over 60% of Town Close clients log on regularly, and of that, half of them at least twice a week. Visit our website to book a demo: https://t.co/eAjPs9T2kT
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View the full case study here:
moneyinfo.com
“We previously had a portal that was an add-on to the back-office, now we have a fully customised client portal and app that makes a massive difference to the whole client experience.”
"Of the clients that are registered with the moneyinfo portal, 90% are regular users, and over 55% have downloaded the @LomondWealth app." It's an exciting experience seeing their logo on the app store. It's even better knowing the majority of your clients have downloaded it.
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