EATT 2022 Plenary Session 4:
What does an outstanding customer experience look like? Client portals and other innovations
Speakers
Keith Hare
Corporate Development Director, Benchmark Capital
Iain Fullarton
Managing Director, Apropos Wealth Management
Steve D’Souza
Head of Business Development, Iress
Angus MacNee
CEO, Rimbal Validpath
Learning Objectives
- What should advisers be doing to modify as much of their business proposition so its available outside of business hours?
- How to significantly reduce the time (and cost) of on boarding new clients
- How to improve your own ESG footprint by using paperless engagement where ever possible
Moderator
Ian McKenna
