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The monthly podcast brought to you by moneyinfo, the client portal & mobile app supplier for financial advisers and wealth managers. The AdviserTech show is designed to help address the challenges of the 21st century adviser. Each month, we invite a special guest to talk to us about current topics affecting their area of expertise in the AdviserTech space. If you have any suggestions for future episodes or general feedback, get in touch with us by email at support@moneyinfo.com, or tweet us @moneyinfotech .
Episodes
Friday Jan 28, 2022
Friday Jan 28, 2022
In this episode, Operations Director Susan Lafferty from Lomond Wealth chats to our host Lou Wallis about what appealed to them most about moneyinfo when they decided to partner with us.
Susan discusses how Lomond Wealth clients have very successfully made the transition from email to in-app communications.
Susan explains that having a digital service channel that allows them to stay in contact with clients remotely has given Lomond Wealth the confidence as a business to move to a 9-day working fortnight without having to worry about how they can continue to offer an exceptional client experience.
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