AdviceTech Podcast #38 – Feezily – Time-codes

0:00 – Intro
8:54 – Integrating data into Feezily.
13:11 – How it works in terms of automation.
19:55 – The process management workflow engine.
22:12 – Integrations with other platforms.
27:29 – Optimizing client matching.
31:48 – The importance of streamlining functionality.
34:25 – Peita’s thoughts on Feezily.