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Mark Loosmore talks financial services tech and what's new at Iress with his special industry guests.
Getting the most out of client portals with Tessa Lee
Loose Change
29 minutes 24 seconds
5 years ago
Getting the most out of client portals with Tessa Lee
This week Mark and Tessa Lee, MD of MoneyInfo, dive into the topic of client portals. They discuss top tips for advisers introducing a client portal, the value of competition in technology and Tessa's biggest inspirations - in business and in rap.
Loose Change
Mark Loosmore talks financial services tech and what's new at Iress with his special industry guests.
