During Owen James' first Mindful of Technology in Financial Services event in London in November 2019, we interviewed Sarah Lord, Chief Client Officer at Succession Wealth for her views on aspects of the role of technology in wealth management.
Sarah provided her view on:
- Where she sees as the opportunities for her business through the greater use and capabilities of technology
- What trends in the technology landscape excite her firm most
- When looking at technology, where is her firm most focused - the business, staff or clients
Thanks to Owen James Group and to Sarah for sharing her time and thoughts.
More insights and opinions to follow soon.
#wealthmanagement #privatebanking #financialadvice #digitalwealth #digitaladvice #wealthtechnology #wealthtech #wealthischanging #wealthmustadapt
