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Managing Director Tessa Lee presents at the Owen James WealthTech Matters event in March 2021, about how wealth managers can secure their communications, deliver a better client experience, and ensure their messaging is being heard.


Here’s the thing. Your clients don’t want paperwork. It’s hard to keep organised and they can never find it when they need it. They get too many emails and sometimes they ignore yours. They know about phishing attacks and cybersecurity. They worry about this.

Your clients really value the peace of mind you bring them by looking after their wealth. Why not give them peace of mind that all of their paperwork and communications are looked after too?

moneyinfo will show you how to secure all your communications, deliver a better client experience and ensure your message is being heard.


Want to find out how moneyinfo can help your business move into the 21st century?

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