finsit customer case study
Tax & Accounting20 April, 2021

Finsit enables good conversations with "clients who want to understand their finances"

The real-time nature of the graphics in finsit is amazing. As a partner, the ability to drill down without having to leave one screen or having to say you’ll get back to a client later... it’s just great. 
Fozia Muddassir (FM), Reddy Siddiqui

Many of our customers have been making use of digital tools, including finsit, to not only boost their agility and efficiency but also meet the needs of their customers by building out an advisory offering.

Director of Product Management for Wolters Kluwer Tax & Accounting UK, Gareth Cram, sat down with our finsit customers to ask them how it has enabled quality conversations with their clients during uncertain times.

Download this interview to see for yourself the real value finsit has made on conversations with clients who want to understand their finances and make better decisions. 

Complete this form to download your copy. 

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