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Video: AdviserVoice/Zurich FinTech Lab – Episode 11, ‘Charlie’ from Oi Software

04 Jul 2016
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Welcome to the eleventh video in the FinTech Lab series.

We give FinTech providers an opportunity to pitch their products, have them tested by a panel of advice professionals and be given practical feedback.

This episode features a pitch by James Lewis, from Oi Software featuring “Charlie”, an easy-to-search single source of truth for communications across your entire organisation. Charlie makes managing your communications quicker and easier and removes the risk of privacy breaches, compliance issues and missed communication.

The pitch is followed by questions from our panel about the software’s application in a real financial planning practice.

Next month’s episode will include the panel testing the product and giving some constructive critiques and feedback.

 

 

Watch AdviserVoice/Zurich FinTech Lab – Episode 1, Adviser Intelligence here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 2, Adviser Intelligence here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 3, Suitebox here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 4, Suitebox here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 5, Domacom here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 6, Domacom here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 7, LabForm here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 8, LabForm here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 9, Aged Care Steps here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 10, Aged Care Steps here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 12, ‘Charlie’ from Oi Software here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 13, ‘Zlife’ from Zurich Financial Services here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 14, ‘Zlife’ from Zurich Financial Services here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 15, Ignition Wealth here.

Watch AdviserVoice/Zurich FinTech Lab – Episode 16, Ignition Wealth here.

 

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