Simon Pitkin

Join Simon Pitkin, a client-servicing expert with over 30 years of experience in the financial services industry. He discusses the vital blend of technology and personal connection in client service. Simon emphasizes the importance of being visible and available for clients, especially during market fluctuations. He shares strategies for simplifying onboarding processes and coordinating departments for seamless support. Discover how the My Hoxton app connects clients with advisors globally, enhancing service while ensuring holistic advice across jurisdictions.