MAXIMISING THE COST EFFECTIVENESS OF THE BACK OFFICE

The fourth workshop run by Objectway and Compeer about the “Wealth Management Firm of 2025” tells us that back office costs are increasing as the business grows and this is the reason why firms are struggling to achieve scalability.

Continue reading “MAXIMISING THE COST EFFECTIVENESS OF THE BACK OFFICE”

How Technology Can Help with the Changing Customer Experience Expectations

Intelligent Algorithms in Digital Wealth Management

Thanks to Alberto Cuccu, Objectway Ltd CEO, we had the chance to shed some light on the present and the future of Wealth Management as digital technology changes the landscape of the market in every sector. Continue reading “How Technology Can Help with the Changing Customer Experience Expectations”

REDUCING NON-VALUE ADDED INTERACTION WITH CLIENTS

The third workshop run by Objectway and Compeer, regarding the report “Wealth Management Firm of 2025”, took a deeper dive into the current use of portals and mobile apps, client reporting and where improvements could be made.

Continue reading “REDUCING NON-VALUE ADDED INTERACTION WITH CLIENTS”

Il Digital Wealth Management umano crea valore autentico

Creare vero valore nel Digital Wealth Management

Certo, la digitalizzazione e l’automazione dei servizi di Wealth Management consentono di ridurre i costi e aumentare l’efficienza; analogamente, l’impiego di strumenti di intelligenza artificiale come il Machine Learning consente – se applicato a regola d’arte – di servire più clienti in modo più personalizzato, nel pieno rispetto delle normative. Continue reading “Il Digital Wealth Management umano crea valore autentico”