What are the opportunities and challenges for the year ahead? - F. Edward Lopez

F. Edward Lopez of JHC Financial

Feb 18, 2019

F. Edward Lopez, Chief Revenue Officer at JHC Systems discussed the wealth management opportunities and challenges for the year ahead.

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1. What opportunities and challenges do you see for the year ahead?

Video transcript

1. What opportunities and challenges do you see for the year ahead?

So, the challenges that we have in this region I think are that we have a lot of different types of firms here. We have the very small, the very active. We have the very mature wealth management organisations. And it's really trying to understand the needs of each of those segments. Where we are going into quite mature, quite large organizations and really helping from a technology perspective, allowing them to enhance and digitize their sort of legacy and larger operations. But at the same time, speaking to small and medium-sized firms that are rather resource-strapped, cash-strapped, but are really having to try to compete in that digital space. So, it's really us, really trying to service both ends of the market, by bringing our expertise to help both sides of that equation.

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