Case Study

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

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

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sales@mindmeister.com www.mindmeister.com Case Study Business www.meistertask.com Equitem use MindMeister, MeisterTask and G Suite to Help Clients Achieve Financial Peace of Mind « Equitem use MindMeister to create bespoke mind maps collaboratively with their clients, planning out financial progression. « The aims and objectives from these mind maps are then translated into actionable tasks, within MeisterTask. « G Suite, MeisterTask and Mind- Meister have provided Equitem with a cloud- based alternative to previous tools which en- ables the team to work remotely, while saving time and money. At a Glance... Bradley is the Director and General Manager of Equitem – a company developing financial strategies for families and small business owners. The company’s mission is

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