Do compliance requirements help or hinder the client relationship?
Join David Joyce, UK CEO at CREALOGIX and Alan Blanchard, Head of UK Business Development at Apiax, in a discussion hosted by Stephen Wall, Co-Founder of The Wealth Mosaic, as they discuss one of the key challenges facing wealth management firms – regulatory compliance in the age of digital wealth services. Topics under discussion will include whether there is any separation between compliance and client requirements; how far the aims of Open Banking regulations have been achieved and whether digital solutions are an added layer of complexity or a solution that brings wealth management firms closer to investors.
Live date and time: Monday, 30th November 2020 at 2pm UK time
Duration: 45 to 60 minutes
Participants/panellists:
- David Joyce, CEO, CREALOGIX UK
- Alan Blanchard, Head of UK Business Development at Apiax
Host:
- Stephen Wall, Co-Founder, The Wealth Mosaic
