How a B2B transaction finance expert used B2C services to help clients save money
As part of our new financial literacy initiative, MedNova is launching an interactive online service that allows anyone to review their personal finance to help them make smart financial decisions.
In partnership with The Financial Services Alliance (FSA), MedNovo is offering its B2Bs to financial advisors across a range of industries, from small to large.
“People often have a hard time understanding how to budget for the future and how to make informed decisions about their financial future,” said Mike Zavadski, CEO of MedNovan.
“We want to change that.
We want to empower people to make financial decisions that are based on their individual goals and goals of what they want to achieve in the future.”
Using financial planning software, Mednovans data-driven insights can help clients make smarter financial decisions, including the use of the “cash flow” approach to budgeting and spending, Zavadeski said.
He also outlined how Mednovan’s B2Cs can be used to help advisors save money, such as by lowering transaction fees and helping clients save on transaction costs.
In a nutshell, a transaction finance advisor is someone who helps financial advisers make smart decisions about what to spend and what to save.
This person also helps clients make informed financial decisions based on the needs and objectives of their clients, Zaveksi said.
With the help of Mednovas financial analytics tools, advisors can provide the advisor with insights that can be shared with clients, such a financial planner’s monthly expenses, a client’s savings goals, and other financial goals.
The advisor also can review the advisor’s financial history to help improve financial literacy and improve client decisions, Zaveski said.
“We’ve created a service where people can make smart, personalized financial decisions with the help and guidance of a financial advisor,” he added.
Mednovans financial analytics service, which is currently available in the U.S., Australia, Canada, the U-K.
and Mexico, will be rolled out in all markets by the end of the year.
The company is also launching a pilot in China.
MedNova will be partnering with several leading financial services firms to provide the service.
The service will be available to U.K. financial advisors and U.A.E. financial advisers from August 2017.
In the U., MedNavas platform will allow financial advisors to share information and analytics about the financial plans of their financial clients.
The advisors will be able to review the advisors data to help inform the advisor about the best way to spend their client’s money, Zavenski said in a statement.
Mednova will also work with financial advisors in Canada to provide its service.
Zavadesk said the pilot in Canada is a small pilot that is still being rolled out.
He said that it is a good first step.
Mednovs financial analytics platform will be launched in more markets as well.
Medevans financial advisor platform will help financial advisors, financial planners, and customers to better understand their clients’ financial needs and make informed strategic financial decisions in a more efficient and timely way.
Mednova offers its BAs to financial planners and advisors across the financial services industry.
The BAs are designed to help financial planners make better decisions about how to spend money, the way to invest and invest, and how much to save, Zaverski added.
The firm will also be offering its own BAs that help financial advisers with their budgeting, helping clients understand their own goals and objectives, and helping financial planners determine the best investment strategies for their clients.
Medovan will be rolling out the service to its entire U.R. 500 network of advisors from the end at the end year.
Zaversk said Mednov has a long track record of helping advisors save and invest money.
He added that Mednov is one of the best companies in the industry to help advisers and clients make smart strategic financial and operational decisions.
“We are committed to helping our clients save and maximize their money through the use a financial planning tool,” he said.
“This service will help us in that effort.”
For more information on MedNovans financial services, go to mednov.com