Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic will interview Christine Ciriani, Chief Commercial Officer at Finantix to get an overview of Finantix, past, present and future, and the firm’s role and vision in the changing wealth management sector.
Through this webinar, Stephen will speak with Christine to understand aspects of Finantix, including:
• The origins and major developments of the business since its founding
• The firm’s history and client base in the wealth management sector
• The firm’s acquisition by Motive Partners, the drivers behind that and what that means for Finantix
• The firm’s current solution offering and how that will further develop in the wealth management space and why
• How Finantix will develop as a business over the coming five years
• The firm’s view on how the wealth management sector is being shaped now and how it should respond