Podcast: Technology to support client engagement
Theo recently took part in a podcast on technology and client engagement in Wealth Management. Here are his notes
5 trends for investment brands in 2020
Although many firms are still looking at reactive, defensive reasoning, there is a keen interest in the aggressive, data-driven plays typical of FinTech, according to Theo Paraskevopoulos, CEO, Invessed. 2020 could be the year that real innovation kicks off.