Customer Stories
Issue
Luda Financial Solutions’ founder Jacques Hugo knew his clients needed a cashflow management solution, but his manual process was taking 16 hours to set up per client and he wasn’t happy with the software solutions he tried.
Solution
Jacques spoke to the team at Moneysoft and decided to trial its cashflow management software with a small number of clients. He was happy with the results and it now forms an integral part of the advice every client receives.
Result
Moneysoft has helped Hugo slash the time it takes to set up his clients’ cashflow position by almost half. He now plans to set up a separate business dedicated solely to cashflow management.
“We plan to strip out the cashflow business from our existing business into a separate business – there’s a huge market for us to tap into there.”
