16 November 2022

Swiss WealthTech Landscape Report

The Swiss WealthTech Landscape Report produced by The Wealth Mosaic is now live. Our contribution to the report, Core Systems – The key to firm-wide success, discusses the importance of technology in reshaping the customer experience by focusing on customer centric operating models and agile ways of working.

To read more you’ll find us on page 68 of the report.

Jody Roblin

Chief Marketing Officer

Jody has over 25 years’ experience in financial services and fintech marketing in Australia and the United Kingdom. Jody has delivered success for both start-ups and scale-ups, with a keen focus on customer outcomes and sustainability.