Category Archives: Wealth Management

5 mins

Wealth Management

Wealth Management: How to run an effective client discovery process with Ayoa

Discover how Ayoa’s Mind Mapping software can help wealth managers run a more collaborative, transparent and effective client discovery meeting.

Read More
4 mins

Wealth Management

Wealth Managers: How to ensure seamless communication with your clients

Client communication is a challenge for many in the wealth management sector. However, when done well, it can do wonders for your client relationships.

Read More
5 mins

Wealth Management

Why Mind Mapping will transform the 6 step wealth management process

Discover why Mind Mapping can facilitate and tranform each stage of the wealth management process, making it more seamless and engaging for your clients.

Read More
4 mins

Wealth Management

Why should wealth managers use Mind Mapping software?

With the market becoming increasingly saturated, financial planners should be using Mind Mapping tools to create engaging and collaborative experiences for clients.

Read More