Are financial services ready for Gen-Z?
The under-25s are fuelling disruption in financial services and flipping the switch on how things get done. Chartered financial planner and award-winning content creator Martin Bamford joins comedian Olga Koch to talk tactics and ways to engage the next generation of investors and planners.
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Are financial services ready for Gen-Z?
The under-25s are fuelling disruption in financial services and flipping the switch on how things get done. Chartered financial planner and award-winning content creator Martin Bamford joins comedian Olga Koch to talk tactics and ways to engage the next generation of investors and planners.
How to engage clients in a connected world
The need for a range of channels that meet our needs is now not just desirable, but also essential and expected. Sitting alongside humans in the delivery of good client outcomes and efficiency, an effective digital strategy is a necessary and expected part of any service proposition.
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