A former Director at Barclays Wealth and Investment Management, Peter Reading joins novastone as Chief Technology Officer. As part of his responsibilities, Peter will assume ownership of product development, focusing initially on developing our WealthChat offering.
With more than 15 years experience implementing technology-led change, Peter understands what it takes to help complex organisations leverage large-scale CRM platforms to engage their most valuable clients in a more meaningful way.
At Barclays, and prior to that at Accenture and Deutsche Bank, Peter was instrumental in helping companies leverage leading-edge technology to improve organisational performance and the client experience.
Peter has crafted solutions utilising all of the major leading CRM packaged software applications (Salesforce, MicroSoft Dynamics, Siebel) as well as bespoke client-facing portal applications in financial services.
“With a unique understanding of wealth management technology and its application within the financial sector, Peter adds considerable bench-strength to our growing team.” Douglas Orr Founder & CEO novastone.
WealthChat builds trusted relationships and efficient client management within the wealth advisory industries. A personal, on-brand mobile centric chat platform, WealthChat enables time efficient, secure communication and document sharing between the client, advisor and the organisation.