The Power of Community: moneyinfo’s User Forum
When choosing the right technology partner for your company, one of the key factors to consider is their ability to grow and adapt with your needs.
At moneyinfo, we don’t just offer full support and training for the life of your contract, we take collaboration to the next level through our calendar of User Forums.
We host our User Forums more than twice a year to unveil our latest release features, share insights on emerging technology, and most importantly, shape the future of the industry together with our clients.
Who are User Forum events for?
Robert Blinkhorn at Wise Investment said:
"The thing that excites me most is how moneyinfo has the potential to streamline time consuming processes, whilst simultaneously improving client (particularly new client) experience.”
Clients of all stages in the moneyinfo journey experience value at our user forum events, whether they have been with us for 10 years or are still in their implementation phase.
Jamie Rice at Dental Financial Associates said:
"As someone still in implementation I wasn't sure what to expect. However, I was reassured by seeing what is in development that we have picked the right people to partner with."
How valuable are our user forums to clients? Here’s what some of our clients have said…
Lisa Shurba at Blue River Wealth Management:
“The road map seems too good to be true! But I had the same thinking 12 months ago at the last forum, and the moneyinfo team DID NOT fail to deliver. I have faith the next 12 months will be even more exciting.”
Naz Nosrati, Client Service and Analytics Associate at Ocaris:
"The User Forum leaves us feeling motivated to implement everything moneyinfo offers and we are highly excited for all the new features to come – same feeling every time!"
Building Together
User Feedback is crucial to our product development. Many of the features you see today from our software is off the back of feedback given directly to the moneyinfo development team.
This is why we take a collaborative approach to moving the industry forward. User Forums aren’t just about us, they’re also about idea sharing, and to encourage active conversation.
Dan McMahon at Hymans Robertson Personal Wealth:
"Getting to see the new features and functionality first hand, and hear about the direction of travel more broadly, is tremendously valuable."
Our User Forums also emphasise the transformative potential of emerging technologies, such as AI, which was mentioned at our latest event.
Integrating AI into business processes can dramatically improve efficiency, such as automating the summary and delivery of meeting notes, and enhancing data analysis capabilities. This shift not only reduces the administrative burden on advisers but also allows them to focus more on client engagement and strategic planning.
Bethany Buxton at SK Financial:
"I thoroughly enjoyed all the presentations but Chris Huntingford’s about the benefits of AI really made me think. Some great food for thought about how we can and should be welcoming AI into our business processes. The thought of never having to write another meeting note is joyous!"