Bio: Corporate Finance Manager-Haslers. Assisted setting up Onboarding, KYC/AML in 2023 incl. integration to CCH & work with Fibre on new implementations.
Bio: Ensure that new clients are smoothly onboarded into McBrides supporting them through their move to the firm. Also manages data in CCH and FibreCRM.
Bio: I'm Alison Mitchell, Head of Marketing at Forrester Boyd Chartered Accountants. I am looking forward to finding out hints and tips from the community.