Business And Finance Executive
CurrentCreated a system to have consistent touch points with customers, through email marketing on latest financial news. Utilised AI technology to reach out to larger audiences and do up monthly investment updates for existing clients.Established a team of virtual assistants via platform like Fiver, UpWork to do small tasking such as infographics etc.Constructed the Ecosystem, which started running within 2 months and freed up time to focus on value adding customers in the area of retirement planning and legacy planning.