Focus Solutions: Technology and improving the client experience in wealth mgmt

Presented by

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

About this talk

Welcome to the fifth video in our video interview series with United Kingdom-headquartered FinTech, Focus Solutions. In this episode, we interview Mike Hearfield, Head of Digital, who provides us with a view on the role of technology in improving the client experience in the wealth management sector, including: - From his experience working with different types of wealth managers in the UK, where they are in the use of technology to deliver an improved client experience - In general, in which areas he feels wealth managers can best deploy technology to support the delivery of a modern or improved client experience - Going further, what thinking he can provide as to how firms can look and think about technology-led client engagement differently Thank you again to Mike for his time and insights. More insights to follow soon.....

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