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Making Onboarding Flexible and Generating (More) Revenue
Onboarding is the first step of a worthy relationship with clients, yet it’s still a complex and scarcely integrated process for many firms: there’s still paperwork made by hand, CRM is often unaware of what is happening, sometimes information doesn’t flow well through departments, and much more. Continue reading “Making Onboarding Flexible and Generating (More) Revenue”
IDD Compliant: To Protect and Serve
The IDD directive regulates the distribution of both life and damage insurance products, for which the regulation indicates a set of ad hoc rules, in line with MiFID II. We are glad to say that we made an effort to get our relevant products, for instance Sure and Advice, to be fully IDD compliant. Continue reading “IDD Compliant: To Protect and Serve”
Wealth Management: Where Digital Meets & Needs Human
When speaking of Wealth management and digitalization, it’s almost inevitable to touch the roboadvisory topic. Algorithms, artificial intelligence, automation… and it’s easy to forget the importance of the human element in the chain. Continue reading “Wealth Management: Where Digital Meets & Needs Human”
Let’s Have a Look at Your Portfolio Costs and Benefits
The indications and regulatory provisions in the financial field are constantly evolving, for instance as further specifications within the path traced by the MIFID II, now under consolidation. Continue reading “Let’s Have a Look at Your Portfolio Costs and Benefits”
Automation for the Bank. And for the Advisor
Automation is not what brought us in record time to have a performing Robo Planning Demo Corner at OWIN18 in Rome. Continue reading “Automation for the Bank. And for the Advisor”
Readings for Relaxing and Refocusing: Spiros Margaris on Fintech Helping the World
This August is a perfect time for a vacation, or at least slacking off a little from the usual business. Meanwhile, it’s time to get prepared for the next business season, too. Continue reading “Readings for Relaxing and Refocusing: Spiros Margaris on Fintech Helping the World”
Readings for Relaxing and Refocusing: Chris Skinner Looks at Challenger Banks
This August is a really good time for a vacation, or at least slacking off a little from the daily routine. It’s time to get prepared for the next business season, too. Continue reading “Readings for Relaxing and Refocusing: Chris Skinner Looks at Challenger Banks”