Introducing...The Generation Podcast

The Finimize Podcast

Today's show is a special guest episode brought to you by our new sister show here at Finimize, Generation.
The great wealth transition is coming. And if you’re a leader in financial services, you need to be ready to navigate the seismic change that’s already happening in our industry.
That's why Max Rothery, VP of Community at Finimize is on a mission to meet some of the smartest minds changing how financial services engage with modern investors.
In this episode, Max chews the fat with Chris Worle, a former Chief Digital Officer at Hargreaves Lansdown who's now a Managing Director at Barclays leading their Smart Investor platform.
Chris spent 19 years at Hargreaves Lansdown, and helped take them from a direct mail business to the UK’s largest investment platform.
Chris talks about how to use content to drive revenue, the importance of down-funnel attribution, and getting buy-in for a successful digital transformation.

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Max Rothery:
https://www.linkedin.com/in/maxrothery/