Season 6 · Episode 69
069: Calvin Williams' Service Delivery Process
Business Infrastructure - Curing Back Office Blues
November 3, 201945m 45s
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Show Notes
Calvin Williams, Jr. is on a mission. He believes wealth management services should be accessible to all people, not just the uber-rich. As such, he started Freeman Capital – an award-winning FinTech company with rapid expansion goals and high visibility. In this episode, Calvin details the service delivery process he implements to maintain a positive customer experience while managing a 100% remote team. He also shares the different technologies he leverages to keep it all together.