Simon Wallace is an experienced business development professional with a strong background in sales and customer engagement. Currently serving as Business Development Manager at True Potential LLP since August 2016, Simon previously held positions at Tannerhill Wilson as a Sales Executive, focusing on enhancing customer communications. Earlier roles include Loyalty and Retention Advisor at Sage and Sales Team Manager at Sage UK, showcasing expertise in marketing effectiveness, lead nurturing, and relationship building.
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True Potential
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True Potential provides an integrated investor and wealth management technology platform serving advisers and retail clients in the UK. For financial advisers, the platform streamlines the entire investment process featuring: Goal-based technology enabling custom investment plan creation; Front to back end capabilities (including client on boarding, fee and commission reconciliation, client servicing support and a client portal)