Richard joins us from Matrix Solutions (Financial Clarity) where he was Regional Managing Director UK.
Richard has worked extensively in the Financial Services arena, specifically Asset Management distribution. Indeed over the last 5 years, Richard has worked with a lot of our existing and potential clients, helping them understand their distribution channels and seek out new opportunities to grow their business.
This appointment strengthens our commitment, along with partners, to providing best practice solutions for our clients that can link the unique granular own sales that we produce (as part of our core offering ) with any variety of market sales. Critical intelligence that we can now also readily integrate with our clients CRM (e.g. Salesforce) and Marketing Automation systems.
“Richard’s knowledge of the industry, its data challenges and his technology background, means he joins us with outstanding insights into the benefits and opportunities available to clients from Fishtank, and other complementary services.”