Futrli
Claire P. is an experienced professional in customer success and financial services, currently serving as a Customer Success Manager at Futrli since November 2022. Prior to this role, Claire held the position of Customer Success Director at agora - digital capital markets from August 2020 to July 2022, contributing to the development of a pioneering digital platform for bond lifecycle management. Claire's earlier experience includes serving as Customer Experience Manager and Business Development Associate at Kuber, focusing on enhancing customer engagement and driving new business. Additionally, Claire worked at Kearney Group in various financial advisory roles and has a solid educational background with a Bachelor of Commerce from the University of Canterbury and a Financial Planning Diploma from Kaplan Professional.
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Futrli
Futrli has supported over 2,000 accounting firms and 70,000 small businesses globally in over 140 countries. They are also a strategic partner of Xero and QuickBooks Online and have won multiple awards.