Zestt Consulting’s Post

I'm always around for my clients! No one deserves to feel like a transaction with topics so emotional and heavy. This is how to heal trust issues. But I can't support others if i don't take my own medicine and set myself up with the same strategies. With proper planning, I was able to invest in a team that was in alignment with my mission and business ethos. #certifiedfinancialplanner #moneytalk #supportsystems

At Capwise Financial Services, our journey has been driven by one fundamental factor: our company culture. 🚀 Vision and Values: Our culture is built on a foundation of innovation, integrity, and client-centric values. These principles have guided us through every challenge and opportunity, ensuring we always deliver exceptional service. 🤝 Team Empowerment: We believe in empowering our team members, fostering a collaborative environment where every voice is heard. This inclusive approach has enabled us to harness diverse perspectives and drive forward-thinking solutions. 📈 Continuous Growth: Our commitment to continuous learning and adaptation has been pivotal. We embrace change, invest in our team's development, and stay ahead of industry trends to better serve our clients. ✨ Client Success: At the heart of our culture is a dedication to our clients' success. By understanding their unique needs and providing tailored solutions, we've built lasting partnerships that fuel mutual growth. This cultural evolution has been instrumental in transforming Capwise Financial Services into an ever-growing leader. As we continue to grow, we remain committed to our core values, driving innovation and excellence in everything we do. #CompanyCulture #IndustryLeader #Innovation #ClientSuccess #CapwiseFinancialServices

The world of financial services is transforming rapidly, with client expectations at the heart of this evolution. Today’s clients demand more than just numbers—they seek transparency, accessibility, and seamless digital engagement. Here’s how Capwise Financial Services is adapting to these shifts: 🔹 Transparency: In an era where clarity is key, we ensure clients have a comprehensive view of every process, every step of the way. By fostering open communication, we empower our clients to make well-informed decisions confidently. 🔹 Accessibility: We understand the importance of timely support. Capwise has built a client-first approach, with a dedicated team ready to address questions and provide insights whenever they’re needed. For us, accessibility isn’t just about availability—it’s about delivering value. In a landscape that’s continuously evolving, Capwise is dedicated to staying ahead—anticipating client needs and investing in ways to serve them better. Interested in learning how Capwise can support your financial journey with a client-centered approach? Let’s connect! Atal Agarwal Naresh Biyani Capwise Financial Services Private Limited #Capwise #ClientFirst #FinancialServices #Transparency #DigitalTransformation #ClientExperience #Innovation #FinancialAdvisory #FutureOfFinance

Every accomplished person was once a beginner. It's easy to compare ourselves to experts in our field and feel discouraged, but we all have to start somewhere. Let's embrace the process of learning and growing, and one day you can become the expert you once admired. #MoneyTreeBillingMN #ChiroBillingExperts #FastClaimProcessin #MoneyTreeBilling #RevenueGrowthSolutions #MoneyTreeBenefits #TopRatedBillingService #PreserveYourProfits #MinnesotaHealthcareBilling #ChiroCashFlow #InsuranceBillingExpertsMN #TreeChiropracticBilling

💡 How Automation Gave My Friend Her Time (and Life) Back 💡 My friend, a Finance Manager and mom, used to dread month-end close. Late nights spent wrestling with spreadsheets meant missing dinner with her kids and bedtime stories. Recently, her company adopted an automated reconciliation tool by Trintech, and everything changed: ✅ Saved hours each month—no more late nights. ✅ Fewer errors, less stress. ✅ More time with family—she’s back to being present for the moments that matter. Her story reminded me that finance transformation isn’t just about buzz words like #efficiency— it’s about giving people their #lives #back. As we head into the holidays, it’s a reminder that the right tools don’t just transform work—they bring back the joy of the season. What’s a change that’s made a difference for you? #FinanceTransformation #WorkLifeBalance #Efficiency #Automation #HappyHolidays

Being busy doesn't always mean being productive!  Proof?   A study suggests that employees in SMEs waste 26 days a year on tasks that don't add any value.    That got me thinking about our team at Credfino.      I asked everyone, "What's one task you wish you could drop?"     We turned it into a fun challenge, getting the whole team to pitch in their ideas.   The goal? Identify what's hindering our productivity.       You wouldn't believe the range of responses we got!      But the top answer?   Timesheet creation and submission.      Yes, it's crucial for billing our clients, but I got the message from my team.     So, we found the perfect automation tools.      Now, those mundane tasks? Gone.      Our team is now spending time on work that matters.     This is not just for #Accounting teams     Any team, from marketing to operations, can transform their day-to-day work with this strategy.      We gave it a go, and the results were fantastic.      P.S. If you enjoyed this, please consider:   • Reposting this   • Giving me a follow (+ 🔔) for more      I help CPAs get more time and money for growth by building high-leverage, remote teams. #cpa #accountants #accountingfirm #CAS #firmmanagement

I believe one of the primary reasons why investors in India hesitate to engage with financial advisors, potentially prioritizing their own gains over the client's interests. This skepticism hampers the establishment of trust between investors and advisors, hindering the uptake of financial advisory services. Addressing this issue and rebuilding trust will likely be a gradual process, requiring sustained efforts from both regulatory bodies and industry stakeholders.

May is #MentalHealthAwarenessMonth! Providing great benefit choices to our employees and their families is just one of the many ways we support the physical, financial, and emotional well-being of the people who make our company successful. Learn more about CapTech’s benefits: https://hubs.li/Q02vB2hY0

Meet the team series 👋 Today's spotlight is on Sophie Fallen! Sophie is a Strategic Account Lead at Pactio, working closely with our clients to ensure the process of adopting Pactio is seamless 🌟 What did you do before Pactio? I used to work at KPMG, in financial services audit. I've experienced first-hand the benefits which automation and tech solutions can bring in the professional services industry. Why did you join Pactio? It was clear from my first call with Pactio that they were onto something – given the quality of the technology and the team, it seemed their impact on the private markets' tech stack was going to be significant. I was excited to be part of that journey! What's your favourite thing about Pactio? I absolutely love getting stuck into a bit of everything. Whilst my main focus is on delivering value for our clients, there are a huge variety of other opportunities which I can take on – from assisting on infosec and insurance, to planning our summer party. #MeetTheTeam #PrivateEquity #DataManagement #FinancialData #FinancialTechnology #BestOfPactio

💪 Are you ready to break free from the traditional mindset and create a life that aligns with your dreams? As a self-employed financial advisory practitioner, you can have it all - flexibility of time, good income while being in contribution to society. #JoinUs #Growth #Recruitment #FinancialServices #FinArk