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CREATING AUTHENTIC VALUE WITH HUMAN DIGITAL WEALTH MANAGEMENT
The digitisation and automation of Wealth Management services allow you to reduce costs and increase efficiency; similarly, the use of artificial intelligence tools such as Machine Learning allows you to serve more customers in a more personalised way, in full compliance with regulations.
However, something is still missing: the creation of the real value, that distinguishes those who ride the wave of innovation and evolve from those who embrace automation whilst, compromising customer service.
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DIGITAL WEALTH MANAGEMENT: ARTIFICIAL INTELLIGENCE TO ACCELERATE VALUE CREATION
We talked about how digitalisation can bring a first level of benefits in Wealth & Investment Management: cost reduction, customisation and automation.
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DIGITAL WEALTH MANAGEMENT: AUTOMATION AND COST REDUCTION TO CREATE VALUE
As in every other sector, digital technology is now impacting all areas of Wealth and Investment Management. The consequences are both positive and negative: on the one hand, the fragility of the system due to the explosion in trade volumes, on the other, the increasing transparency required by the authorities to offer protection to investors.
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Pronti al webinar Previdenza, Protezione, IDD: intervista a Alberto Cauzzi
Per prepararci al meglio al Webinar: Previdenza, Protezione, IDD, organizzato in collaborazione con Epheso, abbiamo intervistato il fondatore Alberto Cauzzi, sugli argomenti che verranno alla luce durante la sessione. Di seguono le sue risposte e il nostro arrivederci è per giovedì 28 Maggio, alle 15.
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Il P&P: una soluzione per la normativa IDD
Ad ottobre 2018 è arrivata in Europa e quindi anche in Italia la Direttiva IDD, che prevede nuove regole per la distribuzione dei prodotti assicurativi,una sorta di Mifid II delle assicurazioni. Questo nuovo complesso di regole, comune per tutti i paesi europei, ha lo scopo di cambiare la prospettiva dell’industria assicurativa, ponendo al centro della logica di costruzione dei prodotti e di distribuzione degli stessi gli effettivi bisogni del Cliente.
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IDD (Insurance Distribution Directive)
Con questo articolo vogliamo fare brevemente il punto sulla IDD, un argomento che è ormai entrato stabilmente nella discussione con i nostri clienti. A tal proposito, insieme al nostro partner Epheso, stiamo organizzando un webinar durante il quale mostreremo la nostra soluzione IDD compliant.
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What technology is required to support the firm of 2025?
This was the subject of the fifth workshop held by Objectway and Compeer regarding the report “Wealth Management Firm of 2025”.
As we move into a digital era it is expected by most that we shall see a continued rise in the expenditure on technology in wealth management.
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