This is the next generation of communication, taking the geography out of advice and enabling client interaction in real time. Proactive, far-reaching, enlightened.
Engage clients more effectively.
Do business more efficiently.
Share information seamlessly.
Meet the team
We understand advisers and their clients
Finsol’s key people have each held senior management positions in successful financial services businesses. Our two directors have also personally conducted thousands of client advice meetings during their careers. Unlike many technology ‘experts’ or distributors, we really do understand your needs, challenges and regulatory obligations.
We’ll show you how you can conduct your face to face advice online with the minimum of hassle, risk or cost. We’ll also show how you can use online meetings to improve staff collaboration and development.