Optimize your client discovery and financial planning processes with Ayoa
Used by leading wealth managers and financial advisors, optimize your client discovery and financial planning processes with Ayoa.
Famed for its ability to boost productivity, creativity, and memory, a mind map is a visual thinking tool used to capture information and ideas. Created by industry leaders, Ayoa helps financial advisors to facilitate effective client discovery and financial planning with simple and professional mind mapping.
Allowing you to illustrate your financial knowledge and easily gather client information, using mind mapping in these processes will also help you to differentiate yourself from other financial advisors.