Designed together with Chief Investment Officers, research analysts and experts from leading firms, CIO Cockpit will bring significant benefits to...
Redefining Your Client Engagement Model. Discover why it’s imperative. And how to make it happen.
Personal, Relevant, Timely and Actionable
Defining and Delivering Personalised Client Engagement
Highly engaged clients are more loyal. They are more active as referral sources. And they are more open to new investment ideas. How can technology re-define – and re-energise – your client engagement practice?
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Finantix appoints Albert Iselin as Executive Director, EMEA and continues expansion of Client Development team with new hires
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