Helping financial advisors win in a digital era by streamlining the administrative process from prospect-to-purchase


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Finaeo is a digital assistant and customer relationship management software (CRM) that helps independent financial advisors and small to medium-sized firms. Finaeo's software helps advisors spend more time with their clients, focus that time on the right actions, and develop winning processes based on best practices. By combining an intuitive mobile-first design with a powerful intelligence engine that learns over time. Finaeo is building an AI-enabled digital assistant and sales coach to help advisors build stronger client relationships.

We were happy to have Aly Dhalla, Co-Founder and CEO and Donald Chu, Co-Founder and COO from Finaeo as guest speakers to chat about the latest trends in the financial services industry, updates with Finaeo, and to answer your questions.

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