Over the past couple of months, business advisory has soared. Many firms are still spending hours on the paperchase and demanding more data at their fingertips to advise their clients.
Join us in August when Lauren Crawford and Phoebe Fordham from the Receipt Bank team will be joined by Beau Gaudron from Growthwise to walk you through our premier product, Optimize. You'll learn how Optimize is designed to bring you closer to your clients, powering better business advice with better data. Beau and Growthwise are just one of many examples of how tech can save you even more time, allowing you to focus on other services for your clients which they’ll need in this changed market. One lucky attendee will also be in with a chance of winning a pair of Apple AirPods!
Thursday, 13th August at 11am
Monday, 24th August at 11am
Interested in trying out Optimize on a no-commitment free trial? Get in touch with your Account Manager today and they’ll sort it for you!