The year 2020 changed us in more ways than one. Across the globe, the way we live, work and play has shifted dramatically—from telemedicine to grocery shopping and how we connect with others, the pandemic has been the forcing hand to go digital.
Those in the trading and investment management industry are no exception. Embracing this digital disruption by investing and developing a mobile-first strategy is, and will continue to be, pivotal to creating a competitive edge in the trading space.
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Across 10 episodes, outspoken guests talk to comedian Olga Koch about the industry's biggest challenges and provide their upfront advice on building financial services businesses people truly love (yep, we said love).
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Standard Bank tell us how they found a competitive edge to better serve today’s discerning trader with Iress.
Wingate Financial Planning tell us how Xplan helps them focus on the right things.
CPN Investment Management talks about making the leap from Adviser Office to Xplan and why they aren’t looking back.