The Expat Investor.

An Interview with Rachana Pillamari, Product Specialist

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Episode 24: An Interview with Rachana Pillamari, Product Specialist with Tom Pewtress and Rachana Pillamari.

Since joining Skybound Wealth almost 4 years ago as an intern, Rachana quickly found her passion in the world of digitalisation and spent countless hours researching products, solutions and systems available in the market. This wealth of knowledge led to Rachana playing an integral role in the development of Plume, a purpose-built system developed to enhance all elements of the advice process and the overall client journey.

Overview:

  • A brief recap of the previous week
  • An understanding of how the US dollar became the reserve currency of the world and will it be replaced?
  • The digital transformation of Skybound Wealth and subsequent launch of Plume
  • How technology can be beneficial to traditional financial planning
    • ...more
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    The Expat Investor.By Skybound Wealth Management