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moneyinfo Roadshow - Birmingham Radisson
Fri 9 June 2017, 09:30 – 13:00 BST
Let us show you how easy it is to take your business online with your own beautiful, branded client portal and app.
Impress your clients by giving them control over all their finances, attract new business by demonstrating how you efficiently manage money and take cost out of your business by banishing paper-based reporting once and for all.
The moneyinfo team are hitting the road on 9th June 2017 to demonstrate how you can implement your own branded client portal and apps with ease.
The digital strategy workshop will cover the following key topics:
- Preparing and cleaning your data to put it online. We do this for you.
- How to deliver your portfolio reporting with automated daily valuations, secure messaging, document sharing and much more all via a single login.
- How to make your clients lives easier with an app to manage all their finances including their banking, mortgages, credit cards, property, insurances and other investments (all under your brand).
- What you need to consider for a smooth and successful implementation.
- How to communicate the benefits of your app to your clients and prospects to ensure maximum adoption rates.
Book your place today and bring your business into the digital age.
moneyinfo is compatible with Iress Adviser Office, time4advice, Intelliflo, Parmenion, Fidelity, Cofunds, Transact, Nucleus, Aegon, Ascentric, AJ Bell, Aviva, Brooks Macdonald, James Hay, LGT Vestra, Novia, Old Mutual, Seven IM, Standard Life, Wealthtime and many more providers, banks, credit cards, store cards…