I am Founder and CEO of GrowCreate and creator of Pipeline, a CRM and digital experience suite for Umbraco CMS. A vocal member of the Umbraco open-source community, I frequently pen articles and speak at events and conferences. Before GrowCreate, I co-founded and served as Head of Digital at FundWorks, a vendor of reporting systems for the financial services sector.
Latest posts by Theo Paraskevopoulos
Scaling up - but not dumbing down
Increasing advisor productivity while not compromising on service standards is an increasingly achievable goal. In fact, new sources of client insight can make their experience exponentially better even as firms scale up.
Realising the hidden value of data
Wealth managers have an abundance of client data. But are they gleaning actionable insight from it?