Jason Yule

VP Client Success WTax

Jason is the Global VP of Client Success at WTax, where he is responsible for client retention, growth and engagement across WTax's global customer base. Under this role, Jason works cross-regionally with clients and teams from North America, EU and APAC to support WTax's growth strategy. Since joining WTax in 2019, Jason has held a variety of commercial roles, most recently serving as the VP of Sales, where his primary focus was expanding WTax's client base in North America and establishing the firm as the market leader in the region.

Jason currently holds an MBA from the University of Cambridge and is a qualified Chartered Accountant. Before joining WTax, he was a management consultant at EY, where he provided transaction accounting and financial advisory services to top-tier FTSE 100 and Fortune 500 companies. As a recognized thought leader in the industry, Jason frequently speaks at conferences on topics such as withholding tax recovery, tax optimization, and process improvement.

Day 1 | 11th March

1:50 PM Innovation Panel: Optimizing Outsourcing Operations: How can you best balance outsourced vs in-house operational strategies to optimize your front-to-back workflows, mitigate risks and lower costs?

How can you use outsourcing as a strategy to manage rising cost pressures?
How can outsourcing be used as a strategy to diversify and specialise your Investment Operations capabilities and offer more specialised services to clients?
How can you best integrate outsourced capabilities and services with your internal set up?
How can you best manage the balance between outsourced providers defining internal operations strategies vs collaboration with partners to shape their offering based on your own internal requirements?

Check out the incredible speaker line-up to see who will be joining Jason.

Download The Latest Agenda