As Head of Personal Finance at Moneybox, Brian provides invaluable multi-channel financial education to inspire and empower all to work towards their financial goals with greater confidence. Brian works closely with Moneybox product teams across saving, investing, home-buying, and retirement helping deliver intelligent features that help our customers make better financial decisions. Brian is a Chartered Wealth Manager and before Moneybox led the advice and customer success units at Wealthsimple UK.
Simon believes that "the core of the company is digital because that's what is scalable".
With the recent introduction of open banking, Dann says that this will bring an opportunity to give a more "personalised experience".
There is a difficult guidline to follow when it comes to open banking regarding GDPR but Simon thinks that companies are "quick to rectify any problems they might cause".
Brexit being a hot topic, Brian said he has seen minimal impact with WealthSimple's primary market being in Canada. However, Simon said that Scalable Capital have noticed potential hires delaying their responses because of it.