Moberate Technologies Ltd has appointed Steven Parsons as a Senior Technology Consultant in New Zealand.
Steven has significant experience in the industry specialising in leveraging technology to help advisers build stronger customer relationships, reduce compliance risk and generate leads.
“Coming from over 20 years’ experience in the CRM space specialising in the Insurance sector, I could immediately see the value Moberate Technology was able to bring to traditional CRM’s. I have recently been consulting with a prominent AFA and was introduced to Moberate Technologies as they have invested in Moberate’s flag ship product “Advisor Promoter” Rather than just focusing on holding customer information, I could see that Moberate’s Advisor Promoter creates significant opportunities for Advisers to engage more effectively with customers, save time, reduce compliance risk and generate leads.” – Steven Parsons
Steven will work with the firms CEO Damian McDonald to support strategic accounts and help advisers understand how technology can enable their business.
