David Scholes
Director of Wealth Sales @FE fundinfo
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WORK HISTORY
Director of Wealth Sales @FE fundinfo
GB
As the Head of New Business, I\'m responsible for a team of Business Development Managers (BDMs) and Business Development Representatives (BDRs). My team and I work to grow the footprint of our solutions within the advice market, both in the UK and beyond. We also ensure that our solutions provide the necessary features to keep our clients competitive and compliant.I\'m also responsible for educating both my team and our clients on how to use our solutions most effectively. I work consultatively with new clients to help them understand how our tools can be tailored to their specific requirements.I work closely with strategic clients, who are larger advice networks and aggregators. These clients are building their own footprints and need consultation on how to adopt our solutions across a wide array of businesses. I provide advice on data aggregation and dissemination, ATRQ processes, MPS adoption and construction, cashflow analysis and investment research.
EDUCATION
University of Reading
Degree, History
ABOUT DAVID SCHOLES
I\'m Director of Wealth Sales at FE fundinfo, a leading provider of software and investment solutions to financial advisers in the UK. I have over 17 years of experience in the financial services industry, and I specialise in helping advisers improve the efficiency and effectiveness of their businesses. I do this by providing consultation and support on a range of topics, including:• Technology selection and implementation• Business process improvement• Adopting new risk profiling processes• Model portfolio solutions, both inhouse and outsourced I’ve worked with over advice firms and have a deep understanding of how various networks, discretionary managers and nationals operate within the UK. I’m passionate about helping advisers succeed, and I believe that FE fundinfo\'s technology can play a key role in helping them do so. I am also committed to staying up-to-date on the latest trends in the financial services industry, so that I can provide my clients with the best possible advice.If you are a financial adviser who is looking to improve the efficiency and effectiveness of your business, I would be happy to discuss how FE fundinfo can help.
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