About this event
Any financial professional who has tried to send "technical analysis" to a client understands the struggle of keeping the dialogue engaging and the conversation flowing.
First of all, how do you forward a chart to a client?
A screenshot? A PDF?
There's many ways to engage with clients, and we've gathered two of the main experts out there on the topic.
Join us in this live webinar with Co-CEO of NetDania, Rasmus Alexander Bagger-Petersen, and Commercial Owner at Saxo Bank, Chris Truce.
We'll uncover some of our findings, and show a few of the tricks to solving this issue.
Rasmus have been in the financial industry for the last decade specializing within capital markets. In his tenure at Saxo Bank he has gained a great insight into how trading can be combined with IT. In NetDania he's engaged in changing the narrative of the business - and has a keen focus on creating the best solutions for his B2B clients and B2B2C
Casper is the Head of Marketing of United Fintech. Casper's worked in multiple software-as-a-service (SaaS) unicorns, including Trustpilot and Templafy. Casper also advises startups and is a renowned public speaker, having talked at more than 30+ events/podcasts, and advised more than 40+ startups.
Chris joined Saxo Bank in 2008, in institutional sales and relationship management. Today, as Commercial Owner of Saxo Bank’s Institutional Business, Chris is now globally responsible for the commercialization of Saxo’s SaaS Open Banking Solutions & shaping it’s partnership strategy towards startups, scaleups and established institutions. Chris has over 15 years’ experience in the financial services industry with a proven track record in digital banking transformations and API-first development programs. Prior to Saxo, he held several commercial sales roles in both Australian and international investment banks including Macquarie Bank, ANZ Banking Corp and ING Bank.
United Fintech enables banks and financial institutions to access innovative digital technology from the best fintechs specialising in capital markets.
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