Case Study: Equitem achieves streamlined client collaboration and delivers financial peace of mind with MindMeister

Equitem use MindMeister, MeisterTask and G Suite to Help Clients Achieve Financial Peace of Mind

Equitem, a nine-person Australian financial advisory firm, needed cloud-based, shareable tools to support fully mobile advisers and replace a costly MS Exchange server. To solve this they adopted MindMeister (alongside MeisterTask and G Suite) so advisors could collaboratively map clients’ financial situations and goals in real time during remote meetings.

Using MindMeister to create bespoke, client-facing mind maps and the MindMeister–MeisterTask integration to convert objectives into actionable projects, Equitem streamlined workflow and archiving while reducing hardware and support costs. The change cut presentation times by half, made client meetings more efficient, and kept the team aligned and accessible from any device.

Equitem

Bradley Ellison

Director and General Manager