As part of our 2022 UK WealthTech Landscape Report video interview series, Anthony Bream, Global Head of Partnerships at The Wealth Mosaic, meets with the Founder and CEO of GoUpscale, Dominic Gamble. In this interview, Gamble goes into detail about the activities led by GoUpscale’s Asian headquarters in Bangkok and the factors that wealth management firms should focus on to improve their service.
Gamble opens by mentioning the changes the wealth management industry has seen in recent years and believes managers are a bit behind the curve when it comes to engaging with clients. Creating relationships is essential for managers, and Gamble suggests focusing on four aspects he goes in-depth about design (in reference to UX/UI to create a satisfying and curated experience); sales enablement; engagement; and tracking. Focusing on these four areas will allow managers to offer personalisation and better connect with the clients, an essential aspect of the industry.
