Video Interview from Opus Una

Opus Una: Collaboration in wealth management technology - why it is important and how to make it work

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Expert Laser – Wealthtech Masterclasses

Scaling B2B fintech businesses successfully is dependent of course on a great product, viable business model and a capable leadership team. Ability to scale is also driven by a well-driven institutional client growth strategy.  In a highly competitive market where cost of client acquisition is typically high, how you engage both...

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Product Development & Governance

Successful product development requires a deep understanding of the firm’s strategy and operations, technical product expertise, excellent project management skills, a sound understanding of risk management, laser-focus on client outcomes and robust product governance to be in place. Product governance itself extends beyond developing policy, process and frameworks. How these are embedded into...

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Programme Management

We are experts in business transformation. Our resources have learned their consulting craft at some of the world’s best known consultancies. They have also worked ‘in-house’ as practitioners in top tier banks and wealth managers. We believe that this blend of consulting discipline and practitioner experience is a key determinant...

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by Opus Una
| 17/02/2021 14:06:22

In this first episode in our new two-part series of video interviews with Opus Una, we speak to Sharmil Patwa, Founder of Opus Una. Sharmil talks to us about why collaboration has to happen to deliver good customer outcomes and how wealth managers can engage with newer WealthTechs.