moneyinfo: where can the UK WM sector most improve its client reporting?

Presented by

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

About this talk

Welcome to the third 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 which areas she thinks the UK wealth management sector can most improve its client reporting capabilities. 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.....
Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (237)
Subscribers (2809)
The Wealth Mosaic