Pat Morell
Special guest
Pat Morell is the Cofounder and Chief Revenue Officer at Aiwyn (www.aiwyn.ai), an AI platform company focused on solving accounts receivable problems for professional services firms.
Outside of Aiwyn, Pat enjoys running and playing basketball, reading a good book (novels and political non-fiction), traveling, and cooking at home with his wife and two kids.
His previous roles include but are not limited to:
Being the Cofounder, VP Sales at Digitize.AI (acquired by Bain Capital-backed Waystar in 2019)
Director of Inside Sales at Sealed Air Corporation
Founder at FitzGerald Morrell, luxury goods ecommerce (acquired by private investors in 2018)
And Director of Strategic Partnerships at Skookum (customer software agency)
Pat Morell has been a guest on 1 episode.
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Ep016: Managing the Client Revenue Cycle with Aiwyn
November 9th, 2023 | 28 mins 19 secs
On this episode of the Advisory Accelerator Podcast, I connect with Pat Morell, the Chief Revenue Officer at Aiwyn, to discuss how his firm partners with CPA firms to help better manage their client revenue cycle.
I learned how Aiwyn's system taps into legacy management platforms while innovating with solutions like engagement letters. Pat elaborates on drastically reducing administrative tasks and increasing billable hours.
With nearly 80 customers and strong reviews, Aiwyn is achieving success. However, what was most reassuring was Pat's emphasis on data security and reliable service.
Take a listen to learn more about what it takes to accelerate your firm's advisory practice.