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AdviceTech Podcast #81 - MOAS
Ensombl Advice Australia
English - May 02, 2024 23:05 - 50 minutes - 55.1 MBInvesting Business financialadvice ifa investing financialadviser financialadvisor financialplanner financialplanning fromthetrenches money Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
This week, Patrick is joined by Taylor Bindon, Director and developer at MOAS Applications. They talk about how MOAS can streamline the advice process for planners through capabilities like CRM, workflow, modeling, document generation and the use of templates while exploring future integrations and an AI-assisted experience.
Taylor Bindon LinkedIn: https://www.linkedin.com/in/taylorbindon/
MOAS Website: https://moasapp.com/
Patrick Gardiner LinkedIn: https://www.linkedin.com/in/csba-patrick-gardner/
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