Wednesday, October 16, 2024
HomeWealth ManagementEpok Recommendation opens, providing consulting to fintech and wealth sectors

Epok Recommendation opens, providing consulting to fintech and wealth sectors


Recognizing the necessity for tailor-made consulting, she noticed that many boards and management groups require specialised steerage past generic approaches.

Epok Recommendation guarantees to fulfill this demand by providing advisory providers aimed toward serving to purchasers navigate an more and more technology-driven market.

In response to Kendra Thompson, the agency noticed a spot out there for versatile, tailor-made help in technique and transformation, significantly for wealth administration corporations, wealthtech firms, and personal fairness corporations closely invested in fintech.

She said that Epok Recommendation’s goal is to supply professional recommendation, fractional govt management, and hands-on facilitation, so purchasers can shortly adapt, seize alternatives, and optimize investments.

In response to the agency, their consulting providers embrace strategic progress planning, board and govt crew facilitation, management crew steerage, technique design, operational transformation, course of enchancment, and digital options to reinforce shopper expertise.

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