During Covid, we’ve undergone a ten-year digital transformation in ten weeks. Digital communications are the new normal and your client expects to communicate with you securely through whatever devices they are using. In the wealth management space, it is no different. In this short session, we will talk to Tessa about the changes moneyinfo is seeing in the market, the challenges their clients and prospects are facing and we’ll ask Tessa to highlight how moneyinfo can help a wealth management firm tackle these challenges and deliver a better client and adviser experience through your own fully branded app, integrated with your existing systems.
Live date and time: Thursday 22nd October at 12pm, BST
Duration: 30 to 40 minutes (with time for questions after)
Participants/panellists: Tessa Lee, Managing Director, moneyinfo
Host: Stephen Wall, Co-Founder, The Wealth Mosaic
