During our WealthTech Matters – The Client event, held at Rise in London in March 2020 in collaboration with our partner Owen James, we interviewed Dorien Van Der Linden, Marketing Manager at We are you. In this first video of two with her, we interviewed Dorien on the main mistakes and lessons for wealth managers in the use of technology to engage and service clients.
Thanks again to Dorien for her insights and We are you for their participation in this event.
#wealthmanagement #privatebanking #financialadvice #investmentmanagement #wealthknowledge #wealththinking #wealthinsights #wealthtech #wealthtechnology #wealthischanging #clientcentric #focusontheclient