“When you think financial management, you might not jump out of your seat with excitement, but financial management is the tool by which individuals can make or lose vast quantities of ones wealth.
Bottom line, it is incredibly important and yet the many small family offices scattered across the US and Canada still lack a level of sophistication to enable them to perform at peak level.
Put it this way, think of a sales person working without a CRM. Crazy right? And yet that is essentially what financial management offices are currently doing. Enter Onist, the CRM of financial managers. The tool that is going to solve some of their key customer challenges. Exciting days are ahead, check out my conversation with Brad, Co-Founder & CEO of Onist below to learn more…”
Click here to read the full interview with Onist’s Brad Kotansky on Simple.Innovative.Change.