
Episode 119
Mega Admin Time Saver - Visible Capital - Christian Burgin
Visible Capital pulls together financial data (bank transactions) using open banking. Essentially making it really easy for you to see how your clients spend their money and their income. Christian talks us through the process, how it works and how much it costs!
Advisers Assemble - Lead Generation For Financial Services
November 23, 202017m 41s
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Visible Capital pulls together financial data (bank transactions) using open banking. Essentially making it really easy for you to see how your clients spend their money and their income.
Christian talks us through the process, how it works and how much it costs! Brought to you by the team at The Lead Engine who specialise in
generating mortgage leads.