Webinar – WealthTech Talks: Using tech to bring Financial Planning to the heart of Wealth Management

Mario Bassi, Senior Advisor at The Wealth Mosaic converses with Guillaume Foucaud, Product Manager, Finantix and other industry experts.

In this webinar, Mario Basi and panel guests will delve deeper into what role financial planning has today in the wealth management sector and how technology can further enhance the offering. Specifically, the panel will discuss the driving forces of change in the financial planning sector, the challenges facing the financial planning industry, what the wealth management industry can deliver through the use of technology, how retirement strategies differ per region / country and what that means for the technology, the technology roadmap and more on what we might see looking forward.

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