From Dinosaurs to Digital Relationship Management - The Evolution of Client Facing Technology
Tessa Lee, Managing Director of moneyinfo
Thursday, 29th August 11:00 am – 12:00 pm
Further Topics Include!
Understanding Your Business's Value
It is essential you understand the current value of your business, and the gap to your target sale value. Beyond that, you will gain an understanding of other factors that influence the value of your business so that you can identify strategies to increase the attractiveness of your business ahead of sale.
Preparing Your Management Information
Your management information plays two key roles in the sale process – the marketing and positioning stage needs to attract interest, and it is fundamental to an effective due diligence process. Understand the requirements of MI in advance so that you can detect and close information gaps, allowing you to sail through your transaction.
Identifying and Mitigating Risks
Potential buyers are always cautious about hidden risks associated with a business, particularly in highly regulated industries such as financial services. Louise will share with you an overview of the key areas a potential buyer will examine, giving you the opportunity to remediate any potential issues before starting the process of a business sale.
Learning outcomes
Understand how the digital landscape has evolved in the financial advice/wealth management industry over the past decade.
Learn how the right technology embedded into advice processes drives efficiency and profitability.
Discover why you need the right technology to engage and retain the next generation of your clients, and what the future looks like.
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!
