Technology in Financial Services Conference 2015 ArticlesVideos

James Carvalho – Technology in Financial services 2015

James Carvalho – The new age of financial advice

James Carvalho – Operations Director, Chartered Wealth Solutions presents at the 2015 Technology in Financial Services conference host by COVER magazine at the Maslow hotel in Sandton.

James Carvalho talks about how in this new age customers want more, quicker, efficiently and for far less. He speaks about how the industry is dominated by legislation’s which are forcing advisers to work better and smarter, leaving them no choice but to embrace technology.

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