--- title: Dinosaurs to DRM - MoneyInfo A3.0 Webinar - CPD description: From Jurassic to fantastic! Join us for an eye-opening session where MoneyInfo MD Tessa Lee will take you on a journey through time, from the prehistoric days of static valuations, to the cutting-edge digital solutions transforming the industry today. --- [![Adviser 3.0 Logo-01](https://adviser3point0.co/hs-fs/hubfs/Adviser%203.0%20Logo-01.png?width=150&height=33&name=Adviser%203.0%20Logo-01.png) ![Adviser 3.0 Logo-01](https://adviser3point0.co/hs-fs/hubfs/Adviser%203.0%20Logo-01.png?width=150&height=33&name=Adviser%203.0%20Logo-01.png) ](https://adviser3point0.co/home) [![Adviser 3.0 Logo-01](https://adviser3point0.co/hubfs/Adviser%203.0%20Logo-01.png) ](https://adviser3point0.co/home) - [Home](https://adviser3point0.co) - [Relive 2025](https://adviser3point0.co/2025-recap) - [Events](https://adviser3point0.co/events) - [Podcast](https://adviser3point0.co/podcast) - [Blog](https://adviser3point0.co/blog-resources) - [Our Partners](https://adviser3point0.co/partners-2026) - [Get In Touch](mailto:hana@timeline.co) - [Home](https://adviser3point0.co) - [Relive 2025](https://adviser3point0.co/2025-recap) - [Events](https://adviser3point0.co/events) - [Podcast](https://adviser3point0.co/podcast) - [Blog](https://adviser3point0.co/blog-resources) - [Our Partners](https://adviser3point0.co/partners-2026) - [Get In Touch](mailto:hana@timeline.co) [Grab Tickets For 2026](https://www.tickettailor.com/events/timeline/1679232?trackingConsent=1&_gl=1*1l6fy6k*_gcl_aw*R0NMLjE3NDMwNzQ0MzkuQ2p3S0NBanc3cE9fQmhBbEVpd0E0cE1RdkU5YUI5NXFobHBnT0xYTkJuT1NJUEZPWUZwWkxTUTB1WkJ2ZWg3eWhlNFpabjJfcnQ0bDZ4b0NjTWtRQXZEX0J3RQ..*_gcl_au*MTgyOTU2MDEwNi4xNzQ1MzI1MDI2*_ga*MTI1NjM0NjQzNS4xNjk5NDQwNDI0*_ga_P35ER4HQBT*czE3NDkwMjQ4NDgkbzEzJGcxJHQxNzQ5MDI3NTY2JGo0JGwwJGgw) ## **  CDP  ** ## **From Dinosaurs to Digital Relationship Management - The Evolution of Client Facing Technology** **Tessa Lee, Managing Director of moneyinfo** [Download CPD (Word)](https://adviser3point0.co/hubfs/PDFs/2024/Adviser%203.0%20Webinar%20CPDs/Dinosaurs%20to%20DRM%20-%20CPD/Dinosaurs%20to%20DRM%20-%20CPD.docx) [Download CPD (PDF)](https://adviser3point0.co/hubfs/PDFs/2024/Adviser%203.0%20Webinar%20CPDs/Dinosaurs%20to%20DRM%20-%20CPD/Dinosaurs%20to%20DRM%20-%20CPD.pdf) ![From-Dinosaurs-to-Digital-Relationship-Management---The-Evolution-of-Client-Facing-Technology---IMAGE](https://adviser3point0.co/hs-fs/hubfs/From-Dinosaurs-to-Digital-Relationship-Management---The-Evolution-of-Client-Facing-Technology---IMAGE.png?width=1754&height=1240&name=From-Dinosaurs-to-Digital-Relationship-Management---The-Evolution-of-Client-Facing-Technology---IMAGE.png) ## Further Topics Include! ![Icons-colour-21](https://adviser3point0.co/hs-fs/hubfs/Icons-colour-21.png?width=100&height=100&name=Icons-colour-21.png) ## Understanding Your Business's Value It is essential you understand the current value of your business, and the gap to your target sale value.  Beyond that, you will gain an understanding of other factors that influence the value of your business so that you can identify strategies to increase the attractiveness of your business ahead of sale. ![Icons-colour-20](https://adviser3point0.co/hs-fs/hubfs/Icons-colour-20.png?width=100&height=100&name=Icons-colour-20.png) ## Preparing Your Management Information Your management information plays two key roles in the sale process – the marketing and positioning stage needs to attract interest, and it is fundamental to an effective due diligence process.  Understand the requirements of MI in advance so that you can detect and close information gaps, allowing you to sail through your transaction. ![Icons-colour-19](https://adviser3point0.co/hs-fs/hubfs/Icons-colour-19.png?width=100&height=100&name=Icons-colour-19.png) ## Identifying and Mitigating Risks Potential buyers are always cautious about hidden risks associated with a business, particularly in highly regulated industries such as financial services.  Louise will share with you an overview of the key areas a potential buyer will examine, giving you the opportunity to remediate any potential issues before starting the process of a business sale. ## **©2024 Timeline Holdings Ltd. All rights reserved.  Timeline Planning is a product of Timelineapp Tech Limited. Registered in England. RC: 11405676.** Timeline Portfolios Ltd (formerly Betafolio) is authorised and regulated by the Financial Conduct Authority. FCA No. 840807. Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns. 70 Gracechurch Street 4th Floor, London, EC3V 0HR, United Kingdom, 020 3427 5467. View our [Private Policy](https://adviser3point0.co/privacy-policy)