WealthTech Talks: Is compliance helping or hindering the customer experience?

Presented by

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

About this talk

Do compliance requirements help or hinder the client relationship? Join David Joyce, UK CEO at CREALOGIX and Alan Blanchard, Head of UK Business Development at Apiax, in a discussion hosted by Stephen Wall, Co-Founder of The Wealth Mosaic, as they discuss one of the key challenges facing wealth management firms – regulatory compliance in the age of digital wealth services. Topics under discussion will include whether there is any separation between compliance and client requirements; how far the aims of Open Banking regulations have been achieved and whether digital solutions are an added layer of complexity or a solution that brings wealth management firms closer to investors. Live date and time: Monday, 30th November 2020 at 2pm UK time Duration: 45 to 60 minutes Participants/panellists: • David Joyce, CEO, CREALOGIX UK • Alan Blanchard, Head of UK Business Development at Apiax Host: • Stephen Wall, Co-Founder, The Wealth Mosaic
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