moneyinfo

15/12/2023

With just one working week left before Christmas, what better way is there to start your weekend early by clearing your mind, sitting back with a cup of tea, and tuning into the final episode of The AdviserTech Show, season three?

Still not sure? Here are three reasons to tune in:

- Get first hand insights into what it's like being Head of Technology & Innovation, and the vision that goes along with it
- Find out industry trends including the integration of Microsoft bookings, the use of Hubwise as a main platform, and the exploration of AI services
- Learn how AI has the power to improve the overall client experience at Hymans Robertson Personal Wealth by streamlining processes and leveraging efficient business processes

What are you waiting for? Listen now with the link below 👇

Dan shares his unconventional journey from pension administration to becoming a tech and innovation leader, and the vision he has that goes along with it.

14/05/2022

Introducing Matt Pittaway, our new Digital Marketing Executive who is responsible for raising awareness online!

See what makes our team great at here: https://buff.ly/3cI59Il

04/05/2022

A very warm welcome to Josh Pedlar, our Business Development Manager! Josh has a wealth of experience, having worked in the finance industry before joining our team.

We are bold, we are trusted, we are together. Get to know our team and our core values at here: https://buff.ly/2UgNmD2

24/11/2021

Meet Dilwar Rahman, our new OQ Tester!
Learn more about the people who make great here: https://buff.ly/3cI59Il

24/11/2021

There are now 10 episodes on the podcast!

Our podcast is designed to help address the challenges of the 21 st century adviser. Each episode we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space.

Catch up here: https://buff.ly/3x8Cpl4

19/11/2021

The moneyinfo volunteer elves were out in force again today in our home town of Henley in Arden, donating some well-needed wheelbarrows and a tool shed to the local community allotment project. A big thanks to the Court Leets who attended to oversee proceedings and receive the merch!

If you have any charity/community projects you need a hand with in the New Year please let us know in the comments.

Find out more about who we are: https://www.moneyinfo.com/wish-you-worked-here/

Have a great weekend everyone!

19/11/2021

Get to know our new QA Tester, Dilwar Rahman!
Dilwar is trained in a range of disciplines in martial arts - he has a brown belt in kickboxing and has never lost a fight...don't mess with Dilwar!!
Learn more about the people who make great here: https://buff.ly/3cI59Il

17/11/2021

Meet Howard Ricketts, our senior Developer!
Learn more about the people who make great here: https://buff.ly/3cI59Il

12/11/2021

Get to know our Senior Developer, Howard Ricketts!
Not only does Howard have 25 year's of experience as a software developer, he is also a qualified chemist and has had 3 scientific papers published!
Learn more about the people who make great here: https://buff.ly/3cI59Il

10/11/2021

Meet Stuart Carmichael, our new Product Owner!
We think it's pretty cool to have flown in 1 helicopter...Stuart's flown in 5! 🚁
Learn more about the people who make great here: https://buff.ly/3cI59Il