
In the very first of our relaunched Finnovation Masterclass series, I'm joined by Taylor Bindon of MOAS.
When it comes to financial planning software there are many tools that start with the aim and claim to be able to do it all. Interestingly, there are few that start with the eventual aim to be able to do it all but the initial intention to do a few things brilliantly.
I first met Taylor personally once he and his team had successfully implemented MOAS into one of my client's business to bring down the total time required to deliver Review documentation to just over an hour. Their next goal is to get it under.
This approach to growing a tech solution - by focusing on the most doable problems first - is something that flies to the heart of why tech companies grow fast and often outmanoeuvre better-funded competitors, and why I want to share with you the story (and keep an eye on what's coming next).
For those of you challenged to get Statements of Advice out or find a way of making them look like something other than a legal contract, what they're doing now may not be as interesting as what comes next.
In this session, Taylor and I will be discussing a range of areas of their growth path, including how MOAS came about:
- The team behind it and why their complimentary skillset is so important for any tech success story
- The specific problems they took aim and how they've solved them
- The kind of practice who would benefit from their solution and why MOAS does and doesn't replace/ compliment.
This is a chance to see into something very new outside of what most of us know within practice technology.
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