A year in the life of a moneyinfo client

Written By matthew pittaway

Season 1 Episode 1: Ovation Finance

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, how their processes and communication have been streamlined by fully utlising their branded portal and app.

matthew pittaway
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