TASK INSPIRATION FOR FINANCE

Finance task inspiration

Communicate securely internally or with clients about investments and company financial performance, removing the worry of sending sensitive or confidential files and information over email.

Task inspiration

Click any of the below to try creating these in GetBusy:

Review and approve document
Schedule meeting: investment opportunities
Assess financial risk of project
Discuss risk appetite with Board
Arrange meeting to discuss trading results
Start presentation: new market opportunity
Review insurance ahead of renewal
Draft prospectus for potential acquisitions
Prepare financial report
Meet client: discuss financial goals
Webinar on wealth creation: 12:00
Finish valuation for client
Prospective client fact find call
Confirm offer for company acquisition
Call with legal on contract for merger
Finalise report: client investment portfolio
Review market analysis
Model market trends for client
Put together investor report
Interview for new analyst
Provide quote for blog article
Start annual review
Send documentation
Countersign document

Popular integrations

Integrate with your existing apps. Try some of these:

NetSuite ERP
Wealthbox CRM
Microsoft Excel
Google Sheets
Chargebee
Stripe
Expensify
Xero
QuickBooks
Freshbooks
DropBox
QuickBooks
Outlook
Chrome
Microsoft Edge
Typeform
MailChimp

Suggested tags for organisation

Organise and group tasks and conversations using your own tags, for example:

Clients
Board
Investors
Investments
Planning
Proposal
Research
MarketAnalysis
Mortgages
EstatePlanning
Insurance
SuccessPlanning
PrivateWealth
Corporate
Legal
Banking
Assets
Profit
Contracts
Trends
Opportunities
Reviews
Reports
FY2022
Risks

For efficiency, create templates in GetBusy for recurring tasks and repetitive processes. Here are some ideas:

Risk management

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