James Malcolm

Founding Director, Crescere Partners, Baulkham Hills, Sydney

AstuteWheel has helped my business by allowing a complete re-engineering of our client engagement process, building greater client connection and care, and importantly by streamlining the adviser meeting experience.

Our adviser meetings across Crescere are now ‘strategic’ in nature rather than the old ‘fact finding’ mission. This means the client experience is perceived as being far more valuable and our conversion rates are higher.