Tune Up MoneyInfo Masterclass 1: Communicating with ALL clients digitally

Presented by

Lee Robertson (Octo), Tess Lee (MoneyInfo)

About this talk

Join us for the first episode of 6 masterclasses: How do you engage with all clients, not just future generations through digital communication? Lee Robertson is joined by Tessa Lee, MD of MoneyInfo the fintech firm specialising in client portals and mobile apps for financial planners and the wealth management industry. Here they will discuss engaging and communicating with all clients through digital formats. They explode many misconceptions and set out how adviser businesses can smartly align the technology to their brand and business communication processes. Join the debate and ask your burning questions
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