How Wealth Management Firms Can Thrive Through Consultancy

Marc Butler is the Founder and Consultant of Marc Butler Consultancy, a consultancy firm that helps wealth management and wealth tech firms improve their growth and performance. He is a respected global business and financial services executive with demonstrated success in start-ups and financial technology companies. Marc is also a contributing writer at Advisor Perspectives, the leading interactive publisher for wealth managers and financial advisors. He was previously the President of Skience and is an active board member at Future Capital, SIGNiX, and AdvisorBid. In this episode… Do you wish to unlock your potential and make your wealth management firm more efficient and scalable? What can you do to improve your growth and performance? Financial services professionals encounter challenges while fully helping their customers transform their finances. Due to evolution in the business space, many face technology and integration problems. Marc Butler recommends hiring consultants to take control of their data and start delivering proper solutions to their customers. He shares his journey in the fintech industry as a consultant. In this episode of The Customer Wins, Richard Walker sits down with Marc Butler, Founder and Consultant of Marc Butler Consultancy, to discuss how financial services firms can thrive through consultancy. Marc explains how he got into the fintech industry as a consultant, the problems Marc Butler Consultancy is solving, and his insights around data management and AI.