Webinar & Events
A3.0 Webinar - Drawdown as it should be
Join Andrew Harvey, Head of Adviser Success at Fundment for this webinar recap, as he demonstrates drawdown as it should be.
Dinosaurs to DRM: The Evolution of Client Facing Technology - RECAP
From Jurassic to Fantastic! RECAP this webinar where MoneyInfo MD Tessa Lee will take you on a journey through the history of client-facing technology.
Hana Dickinson
Aug 29, 2024
From Dinosaurs to Digital Relationship Management - The Evolution of Client Facing Technology
From Jurassic to Fantastic! Join us for an eye-opening session where moneyinfo MD Tessa Lee will take you on a journey through time, from the prehistoric days of static valuations, to the cutting-edge digital solutions transforming the industry today.
Learn how key technological advancements and regulatory changes have shaped the way we manage client relationships, and get a sneak peek into the future of digital relationship management. This is a must-attend webinar for ambitious, forward-thinking advisers and wealth managers looking to stay ahead of the curve in the rapidly evolving world of WealthTech.
Tessa Lee - Managing Director, moneyinfo
With more than twenty years’ experience working in financial advice and fintech, Tess joined moneyinfo in 2010 and took over as Managing Director in 2016. She loves tech and is passionate about delivering well-designed solutions to advice firms big and small. Her belief that our people and our clients must be at the very heart of what we do informs her approach to software delivery and supporting clients in the roll-out and adoption of moneyinfo.
Tess has directed several large-scale programmes, delivering client facing and AdviceTech solutions for wealth managers, DFMs, and financial planners. She has extensive programme and project management experience and holds several CII Financial Planning qualifications.
But while she's not running the show at moneyinfo, Tess can be found running around the hockey pitch, or running round the park with her German Shepherd, Keira. Always first to the karaoke to blast out some Whitney, Tess is a sucker for an 80s classic! An avid card player, Tess hopes she wins the 'Million Dollar Bill' and isn't left saying 'I have Nothing' at the end of the game!