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

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