Video Interview from The Wealth Mosaic

How has wealth management evolved and why WealthTech is such a hot topic?

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by The Wealth Mosaic
| 14/09/2023 09:00:00

While in APAC, we interviewed members of CurrencyCloud on the growth and use of technology in APAC’s wealth management industry.

In this video interview, we talk to Head of New Business Sales, APAC, James Teodorini, who introduces CurrencyCloud services and processes to simplify cross-border payments.

He then talks about the evolution of the industry from a one-size-fits-all to providing solutions tailored to the client’s specific needs, and firms have increased the implementation of technology, like robo-advisers, to support their staff.

Click the image below to learn more about this perspective on the evolution of the industry and the demographics.