Weekly roundup at moneyinfo 2022.MAY.13
Oliver Jenkins
Head of Marketing at moneyinfo - The UKs most customisable #clientportal and #factfind. Get in touch for a demo ????
The past few weeks we've been really busy here at moneyinfo HQ as we've had a couple of new starters in the Sales & Marketing team. First to join us is Josh Pedlar as Business Development Manager, closely followed by Matt Pittaway as our new Digital Marketing Exec! Both of them have hit the ground running, with Matt already taking control of creating the majority of our digital content, and Josh getting his first contract signed earlier in the week. Please join me in welcoming them to the moneyinfo crew!
Next up is the 7th (YES, SEVENTH!) iteration of AdviserTech LIVE on 14th June - this time we're focussing on HYBRID ADVICE and how a selection of wealth tech firms are delivering tech to support the next generation of advice firms and their clients. We have over 220 guests registered for this next virtual event (so far!), and we've got some cracking sessions lined up from EV, Seccl, AdvisorStream, Fundment, and of course.... moneyinfo! Spaces are limited and there are still some available. Get yours by registering here: https://www.moneyinfo.com/events/AdviserTechLIVE7
Our MD was featured earlier in the week in Money Marketing talking about 'Is adviser tech turning back to front?' The main point from the contributors was that the front office — the technology that advisers put in front of their clients — is increasingly becoming a priority. You can read the full article via our website here: https://www.moneyinfo.com/latest-news/Is-adviser-tech-turning-back-to-front
Finally we've got our client User Forum coming up towards the end of May, where we've got a big announcement to make on a new direction for moneyinfo. We are launching some new functionality that our clients have been asking for for a while now which we're REALLY excited to tell you more about. Can you guess what it is?!
All that leaves me to say is have a great weekend, see you on the other side...
Oliver
Head of Marketing @moneyinfo
Managing Director at moneyinfo
2 年Love this! Great job as always Oli! Exciting times at moneyinfo!
Professional & Flexible Office Solutions in Henley in Arden
2 年Well done and welcome to Matt and Josh!
Expert in Strategic RFx and Bid Proposal Management | Investment Writing | Technical Content Creation | PR Communications | Financial Services
2 年Well played!