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Watch: ZeroKey at The Investment Network
30/01/25 · By Joseph Williams
Earlier this month, we had the pleasure to attend The Investment Network’s first event of the year. The invitation granted us the opportunity to present what we built during 2024, whilst also providing a flavour of what’s to come in 2025.
The 10-minute demo therefore started by explaining what we do and the reasons why, before demonstrating several Quick Actions into a variety of tech, which included Timeline, 7IM, Fidelity and Fintegrate.
What is a ZeroKey Quick Action? A Quick Action seeks to streamline those repetitive tasks which happen every day. So rather than manually keying client data over and over again, it reduces the effort down to a single click of the mouse.
Throughout the demo, we used Time4Advice Curo as the source of data. Although to provide a flavour of what’s to come, we switched Time4Advice Curo for Fidelity and demonstrated the benefits of also integrating with a platform.
If after watching the demo you would like to find out more, please do not hesitate to get in touch. We are also keen to hear your thoughts – we love feedback and developed based on the ideas and suggestions made by you.
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