The importance of client experience

Wealth Whispers - A PAM Insight Podcast by PAM Insight

Jan 23, 202319:50Business

Katie Royals, managing editor at PAM Insight, speaks to Tariq Khan, director of sales and client experience at Objectway, about how firms can leverage the powers of technology to offer an enhanced level of service to cli...

Related Episodes

Continue listening to more episodes from Wealth Whispers - A PAM Insight Podcast.

Wealth planning for US expats

Sep 16, 2025 - 20:39

Wealth planning can be prove challenging for all clients, not least those looking to move across the Atla...

What will 2025 bring for US connected clients?

Dec 9, 2024 - 28:00

Katie Royals speaks to Tammy Hall, head of portfolio management, and Nick Blogg, investment manager, both...

The wealth manager partnering with an American football team

Oct 15, 2024 - 24:04

Katie Royals speaks to Paul Nixon, chief executive of LGT Wealth Management US, and Maria Gigante, vice p...

Exploring the complexities faced when advising US connected clients

Jul 19, 2024 - 23:20

Katie Royals speaks to Paul Nixon, the chief executive of LGT Wealth Management US, about how the firm wo...

The growing importance of biodiversity for wealth managers

Apr 22, 2024 - 19:11

Katie Royals, managing editor of PAM Insight, speaks to Stephen Metcalf, head of sustainable investing, B...

The active versus passive debate heats up

Sep 6, 2023 - 22:00

Katie Royals, managing editor of PAM Insight, sits down with Alex Brandreth, the chief investment officer...

Fast tracking the future of the wealth management industry

May 25, 2023 - 29:19

Katie Royals, PAM Insight's managing editor, speaks to Nuno Godinho, chief executive of Industrial Though...

Wealth management’s complicated relationship with tech

May 13, 2023 - 22:59

Katie Royals speaks to Andrew Back, chief commercial officer at Multrees, about the wealth management sec...