Tag: Director of Solution Marketing
How the new digital approach to wealth management is laying the way for wealth democratization
By Mark Shields, Director of Solution Marketing at Appway (an FNZ Company)
Digital tools to help wealth managers adapt their offers to customers’ evolving needs...
Digitally Yours: Keeping Close to Your Clients in 2022
By Mark Shields, Director of Solution Marketing at Appway
As the years go by, the market changes, and so do your clients' needs. It is...