PWMA Fintech Committee IM Forum on 15 November 2018

Our thanks to KPMG, FinChat and APrivacy for joining the PWMA’s Instant Messaging Forum on 15 November 2018. This event facilitated discussion among members about the regulatory requirements, implementation challenges and solutions for the use of IM between advisors and their clients – a hot topic in the private wealth management world. Thanks also to the PWMA Fintech Committee for its help in coming up with the idea and putting the Forum together.