Smarter Financial Planning with Vena: Here’s How

In this video, Katrin (Financial Planning Consultant at McCoy & Partners) and Buddy (Sales Manager at Vena) demonstrate how Vena can make your financial planning process smarter, more efficient, and more insightful. Throughout the demo, you’ll learn how to use Vena for Power BI reporting, workflow management, and explore powerful features such as the Excel Add-in and Vena CoPilot. Watch the video below to see how Vena can take your financial planning to the next level.