Video Interview from Owen James Group

Owen James: Mindful of Technology in Financial Services - A Wealth Manager's View with Sarah Lord

Interview with Sarah Lord, Chief Client Officer, Succession Wealth

Share this resource

Enabling financial services to do better business

View Solution Provider Profile

Connect with Owen James Group

by Owen James Group
| 02/03/2020 12:00:00

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