Ep 13: Helping firms move to a 9 day working fortnight

In this episode, Operations Director Susan Lafferty from Lomond Wealth chats to our host Lou Wallis about what appealed to them most about moneyinfo when they decided to partner with us.

Susan discusses how Lomond Wealth clients have very successfully made the transition from email to in-app communications.

Susan explains that having a digital service channel that allows them to stay in contact with clients remotely has given Lomond Wealth the confidence as a business to move to a 9-day working fortnight without having to worry about how they can continue to offer an exceptional client experience.