Solution introduction
Grow Your Book. Don't Waste Time on Administration
Work smarter, not harder! Your time as a Financial Advisor is better spent understanding the client to close deals, not dealing with admin
How it works - FinMate in Three Easy Steps
- Run meetings - run your client meetings as usual, with FinMate.
- FinMate takes notes - FinMate will get you important client details.
- Save to CRM/Planner - save to your existing CRM or Planning tool
