Profile
Location
Hong Kong
Member since
2019
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Shane's blog archive

2019 (2)
Shane Meredith

Shane Meredith

FinTech Wealth & Advisory at Contemi Solutions
Message Message me Posts: 2 Comments: 0
Career History MY AREAS OF EXPERTISE Trusted Adviser to C-Level Decision Makers Sales/Business Development Strategic Planning Account Management New Market Development Trading Technology Enterprise Solutions Cryptocurrency & Distributed Ledger Technology Frequent Speaker at Industry Conferences

Blogs

Asia Financial Services

Why Wealth Managers Need Effective Client Onboarding

17 Sep 2019

Many wealth managers are losing money because they do not understand client onboarding. Unfortunately, onboarding done wrong will drive clients away; because the onboarding process begins the moment, a prospect becomes a client. This failure drives clients away because onboarding is the formal process of bringing a customer into a platform. Unfortu...

Asia Financial Services

TECHNOLOGY THREATENS THE SURVIVAL OF ASIAN FAMILY BUSINESSES

04 Sep 2019

How Asian family firms need to behave to survive? How Wealth Managers can profit from this environment? Disruptive technology is the greatest threat and biggest opportunity for Asian family businesses. Technologies ranging from robotics to cryptocurrency to machine learning are reshaping almost all markets. For instance, cryptocurrency and mobil

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