Welcome to the first video of our new video interview series with Wealth Dynamix. Here, we interview Antony Bream, Managing Director – UK and Americas, who provides us with his thoughts on:
– What are the main trends, challenges and opportunities for the wealth management sector today
– How technology is help wealth managers in terms of meeting these trends, challenges and opportunities
Thank you again to Antony for his time and insights.
More insights to follow from Wealth Dynamix soon…..
#wealthmanagement #privatebanking #clientengagement #CLM #CRM #clientlifecyclemanagement #wealthtechnology #wealthtech #wealthischanging…