Beyond Digital, Incorporating Service and Product Management in WealthTech
Hosted by IxDF Sydney
Nov 11th, 2024
11:00pm - 11:30pm
(UTC +11:00)
Online, https://us02web.zoom.us/j/4125145420, Sydney
7 IxDF Members (and some non-members) are attending
Save the meet-up to calendar
Meet-Up Details
Kicking off his career through hackathons, Isaac Lee quickly transitioned from payments into wealthtech. With a passion for solving problems at scale, he's revamped wealthtech apps, overhauled customer service workflows, and automated everything from onboarding to exclusive investor products. Now, he’s discovering just how far technology can elevate wealth management as a senior product manager at Endowus.
Join us to hear us cover:
- Solving the issue of both online and offline experience in wealth management
- Cultural adaptation versus thought leadership, GTM for different markets
- Product Innovation at a growth stage company
- Building a career in FinTech