Octopus’ Post

It should be a cracker of a session! Please register with the link below 👇

🏷️ Get Ready to Secure Your Client Relationships with Finalyst’s Unique QR Feature 🏷️ Elevate your client engagement with Finalyst's powerful, innovative QR link feature! Connect easily and enjoy seamless synchronization of financial planning between you and your clients. Say goodbye to traditional, annoying sales calls and hello to efficient, real-time communication in a modern, tech-savvy way. With this cutting-edge technology, provide better financial solutions and build stronger client relationships effortlessly. Don’t miss out on this game-changing feature! 👉 Stay tuned for our launching day and be the first to experience it! #Fintech #FinancialPlanning #FinancialHealth #Innovation #InsurancePlanning #InvestmentPlanning

HeyKyra's client-centric platform empowers you to connect, educate, and guide early on, reshaping the entire adviosry expereince. By offering personalized financial literacy, HeyKyra transforms the client experience from confusion to confidence. Through our innovative digital tools, clients can effortlessly connect with you, fostering ongoing dialogue that leads to deeper relationships. HeyKyra empowers you to connect, educate, and guide, reshaping the advisory experience. We offer personalized financial literacy, turning confusion into confidence. Our digital tools make client-advisor interactions seamless, fostering deeper relationships. 📣 Book your live demo now! #HeyKyra #FinancialAdvising #Transformation #ClientExperience #DigitalTools

🚀 Time to Elevate Your Business to the Next Level! 🚀 Unlock the power of simplicity with Finalyst’s Automated Visual Explanations. Transform complex financial planning into clear, easily understandable visuals with just a few clicks. Enhance your financial advice, showing clients precisely what they need without any hassle. Ready to generate more business opportunities and achieve lasting success? Let Finalyst be your pathway to success. 👉 Stay tuned for our exclusive, one-time-only grand reveal! #Fintech #FinancialPlanning #FinancialHealth #Innovation #InsurancePlanning #investmentplanning

💡 Fund manager evaluation is easier than ever with our PitchBook Manager Scoring. Royce Spencer, Customer Success Manager on our team, shows us how PitchBook’s Manager Scoring provides a new way to contextualize GPs’ fund performance at a glance. You can learn more about the methodology behind our Manager Scoring here: https://pitchb.co/FMRzue

Feeling like you need a superhero cape to tackle your expense management? Fear not, OliviaXpense is here to save the day! With our powerful features, you'll feel like a financial superhero in no time. Don't believe us? Try it for yourself and unleash your inner hero! #ExpenseHero #OliviaXpenseToTheRescue #expensemanagement

Delivering a personalized experience has become one of the most crucial factors in the industry for young investors. Learn how to integrate personalization into your wealth management practice and go above and beyond for your clients - all in this white paper by onevest. Get your copy here: https://hubs.la/Q02sxhy-0 #wealthmanagement #financialadvisor

You know you’ve reviewed the deal that just came across your desk before, but you can’t remember which member of your team underwrote the opportunity–or even find the OM. Learn how to tap into data like the listed sale price, the reason the deal died and more with historical context at your fingertips in our latest white paper: https://bit.ly/3SKnN97 #cre #data #creinvesting #commercialrealestate #dealmanagement #credata #proptech

ExitMap saves time for busy owners and Business Advisors. Take a Test Drive at https://buff.ly/3SowOof #ExitMap #Simplicity #Complexity #SaveTime #BusinessAdvisor Scott Barth