Welcome to moneyinfo's NEW podcast: AdviserTech Unplugged !
The monthly podcast brought to you by moneyinfo , the client portal & mobile app supplier for financial advisers and wealth managers.
Our podcast is designed to help address the challenges of the 21 st 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.
Episode 2: PLOTT Creative
In the next episode of AdviserTech Unplugged, moneyinfo's Martha Bowen speaks to Anna Plotnek from PLOTT Creative .
Anna chats about the importance of branding within the financial sector, why it's important for financial advisers and wealth managers to get their branding right, and how it can help you stand out in the crowd.
Episode 1: Ovation Finance Ltd
In the first episode of AdviserTech Unplugged, moneyinfo's Lou Wallis speaks to Cheryl Frazer from Ovation Finance Ltd .
Cheryl chats about their first year of using moneyinfo, discussing their implementation journey in-house and with clients, and how their processes and communication have been streamlined by fully utlising their branded portal and app.
The AdviserTech Unplugged podcast is brought to you by moneyinfo .
Book a discovery call with us to learn how we can help you to deliver a better client experience, with your own branded client portal and apps for Apple & Android.
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