Il primo livello di Digital Wealth Management: automazione e riduzione dei costi per creare valore

Il primo livello del Digital Wealth Management

Come in ogni altro campo di attività, le tecnologie digitali hanno iniziato a pervadere ogni campo dell’amministrazione degli investimenti e dei patrimoni. Le conseguenze sono state sia positive che negative: maggiore fragilità del sistema a causa dell’esplosione del volume negli scambi, maggiore trasparenza richiesta dalle autorità per dare maggiore tutela agli investitori, promesse e incertezze legate all’evoluzione delle tecnologie sottostanti e così via. Continue reading “Il primo livello di Digital Wealth Management: automazione e riduzione dei costi per creare valore”

The Wealth Management Firm of 2025 will boost front office productivity

The front office is by far the greatest expense for wealth management firms and so it is vital for overall performance that it is running in an efficient and cost-effective manner.

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Creating Digital Alpha: Technology Is Here, Embrace It!

Creating a Digital Alpha: Technology Is Here, Embrace It!

We recently heard Alberto Cuccu, CEO of Objectway Ltd, on stage at the Global WealthTech Summit in London, talking about creating digital alpha: reaching excellence in modern Fintech, when you must rely on digital technology.

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Mass Customisation: A Tale of Technology Serving the Advisor

Intelligenza artificiale e risorse per usarla nel Wealth Management

What is the technology behind a mass customisation solution that allows the advisor to save time and reduce effort? A solution that frees her time and allows her to increase contact with customers and advise them how to achieve the optimal result, free from inconveniences, bureaucracies and hurdles? Continue reading “Mass Customisation: A Tale of Technology Serving the Advisor”