Spotlight on... Ortec Finance

Presented by

Antony Bream, MD - EMEA & Americas, Wealth Dynamix

About this talk

We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry. In this episode we welcome Iwan Schafthuizen, MD Business Development at Ortec Finance, to discuss •Why is it important for wealth managers to offer clients a high-quality, client-centric financial planning service? •How can technology help to make the process more efficient and advisors more effective? •What does the future of financial planning look like? How can technology enable it to be more of a continuous process than one off? Look out for more exciting discussions in this webinar series!

Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (48)
Subscribers (1743)
Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms. Our multi-award-winning, fully integrated, end-to-end digital CLM solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.