moneyinfo:A headline view on client reporting in the UK wealth management sector

Presented by

Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic

About this talk

Welcome to the second in our new video interview series with United Kingdom-headquartered FinTech, moneyinfo. In this segment, Tessa Lee, Managing Director of moneyinfo, provides us with a view on: - How she would describe the current status and quality of client reporting in the UK wealth management sector - In terms of the challenges faced by UK wealth managers, where she sees client reporting sitting in their current priority list - In her experience, what barriers do wealth managers identify when looking to enhance their client reporting capabilities - From her broad view, what would she describe as the optimal reporting capability for the client - What would she identify as the quick wins and steps any wealth manager can take to improve the quality of their client reporting Thank you again to Tessa for her time and insights and to her colleagues Sim Sangha and Oliver Jenkins for their support in organising. More insights to follow soon..... #wealthmanagement #wealthtech #wealthischanging #wealthsolutions #wealthinterviews #wealththinking #wealthmustadapt #privatebanking #clientcommunications #clientreporting #digitalisation #digitalwealth

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