Access to Success
An app for financial advisors that elevates and automates the process of customer care.
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Modern day clients and consultants subscribe to certain values - mutual trust, cooperation and growth. Mindee represents a way of working that exalts such values.
The Idea
The Mindee app solves the emblematic pain point of most traders - the lack of time for follow-up client care.
The Merit
Mindee supports consultants by means that enable them to cultivate the market through providing a high quality service.
The Ambition
What Mindee Offers
Already chose well...
Today, a number of consultants are already using Mindee to help run their businesses.
Ondřej Souhrada
Manager
Partners Financial Services
Tomáš Adamec
Executive director
ePorovnání.cz
Ondřej Hendrych
CEO
IP broker
Marian Drgo
Consultant
mariandrgo.cz
Vojtěch Duba
Owner of the company
Orego finance
Michal Čakovský
Consultant
MAHOON finance
Ondřej Souhrada
Mindee helps me maintain an overview of all the clients I'm currently working with. Moreover, I get to keep all the related information and notes in one place. I consider Mindee to be the perfect tool for financial advisors.
Manager
Partners Financial Services
Tomáš Adamec
I have worked with many other apps but Mindee is definitely the best one I have come across. Its system allows me to easily share work assignments with the assistant and keep all the important stuff in one place.
Executive director
ePorovnání.cz
Ondřej Hendrych
Moving from paper to digital was a major step for me. I was hesitant for a long time but definitely do not regret a thing. I get to keep track of everything under one roof. Everything nicely organized and together in one place.
CEO
IP broker
Marian Drgo
Mindee has a lot of features I don't even need but I'm excited about the app. I like this feature that helps me keep track of relations between clients. The greatest benefit for me personally is the task manager feature.
Consultant
mariandrgo.cz
Vojtěch Duba
Thanks to Mindee I have all my business activities under control and I see everything nicely in one overview infographic. Being able to create tasks directly with each entry helps me remember things. Mindee also looks really good and that makes a difference. I highly recommend this to everyone.
Owner of the company
Orego finance
Michal Čakovský
I have never used any special software for my work, let alone one created specifically for financial advisors. Mindee helps me keep things in order and record important information. Now I don´t have to remember everything anymore.
Consultant
MAHOON finance
