Episode 24: An Interview with Rachana Pillamari, Product Specialist with Tom Pewtress and Rachana Pillamari.
For this week’s podcast, Tom Pewtress, head of global partners here at Skybound Wealth is joined by Product Specialist and Operations extraordinaire 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.
The Podcast covers:
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
This was recorded on the 19th April 2023 and all information was correct at the time of recording.
As always this podcast is for educational purposes only and is not a personal recommendation. If you’re unsure what’s right for you, you should seek advice. Past performance isn’t a guide to the future, and investments rise and fall in value so you could get back less that you invest.