The Alchemy of CX in Wealth Management with Seb Dovey
Seb Dovey, is a successful entrepreneur, co-founder of Scorpio Partnership, advisory board member to FiComm, and a plethora of financial services companies across the globe. In this episode, he speaks about the alchemy of Client Experience in wealth management, what high net worth clients really want, plus the birth of the chief commercial officer, and the future of financial services. It’s not what you think.
You can find Seb here:
https://www.linkedin.com/in/sebastiandovey/
Mentioned in this episode:
United Capital (Goldman Sachs): https://www.goldmanpfm.com/
UBS: https://www.ubs.com/us/en/wealth-management.html
Scorpio Partnership: http://www.scorpiopartnership.com/