moneyinfo Weekly Update 2022.MAY.20

Intro

Good afternoon and welcome to this week's unofficial moneyinfo roundup! The whole team is buzzing this week as we've been busy putting the final touches to the release of moneyinfo 11.0 which is targetted for release over this coming weekend. We've got loads of new functionality which I will be talking about in more detail in this article next Friday, but seriously ... this includes a leap into a new area for us and there is a lot to get excited about!

What excites advisers about Hybrid Advice?

One of the great ideas Matt our new Digital Marketing Exec has launched is a weekly poll to gather feedback and opinion from the 1,500 or so followers of moneyinfo on Linkedin, Last weeks poll showed that 45% of advisers find the biggest benefit of offering Hybrid Advice is being able to free up more time, even more so than increasing revenue, which came second at 36%.

Some say time is money, but that’s not the only thing an extra hour in the day could give you. Whether it’s focusing on quality time with friends and family, or simply running admin duties, we would love to know how you would benefit from more time? Click below to respond to this weeks survey on Linkedin, or here :

moneyinfo Volunteer Crew - Hospice Walk

As part of our CSR programme we regularly try to get involved in local community projects, and donate both time, and funds to work on local projects. These have recently seen us out and about litter picking around our beautiful historic home-town of Henley in Arden, purchasing wheelbarrows and building a shed for the local community allotment project, and our current focus is helping to raise awareness for a local charity fundraising walk in a few weeks. We designed the posters for the event, are helping out with the printing costs of the children's certificates for completing the walk, and will hopefully be sending some of the moneyinfo crew to volunteer as stewards on the day. More information can be found here , if you live in the Midlands and surrounding areas, why not join us on the 19th June?

AdviserTech Live 7!

Did you hear earlier in the week that we'd found some spare tickets for the next series of AdviserTech Live down the back of the filing cabinet? Well the good news is that we've got nearly 300 people registered to join us in June to hear from a range of leading edge wealth tech providers on why Hybrid Advice should matter to advice firms, and how they're helping firms to deliver a better client experience using tools and tech from onboarding/digital factfinding, advice suitability, communications and interactions, automating report generation, and annual review processes.?All hosted by Lee Robertson from Octo Members community. Complimentary tickets are still available here (the ones that we found behind the filing cabinet....!). Sponsors include:

Our new brochure

Our new brochure is nearing completion which incorporates the work from our recent project redesigning our communications framework. I can share a quick peek of one of the new benefits pages, safe to say as Head of Marketing I love this new evolution of our visual style, and the way we've transitioned from talking about features to showcase our new benefits framework (or proof pillars) is really clear and concise for new clients and prospects to understand. Let me know what you think in the comments below.

All that leaves me to say is have a great weekend. Make the most of the sunny evenings as the nights start drawing in for Christmas in about 5 weeks!

Oliver

• Head of Marketing at moneyinfo