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How the Digital Front Office Drives Differentiation in Wealth Management
This is the title of the speech that Peter Schramme, Chief Business Development Officer for Objectway, gave at another great ComPeer event, The front office of the future: investing in your client. Continue reading “How the Digital Front Office Drives Differentiation in Wealth Management”
Digital Engagement e un’idea sul Salone del Risparmio 2018
Il Salone del Risparmio 2017 ha avuto come tema la crescita. Alla luce dell’evoluzione del mercato, quale potrebbe essere il titolo della prossima edizione? Continue reading “Digital Engagement e un’idea sul Salone del Risparmio 2018”
Digital Engagement, intelligenze artificiali e roboadvisory
Durante il keynote speech in apertura della tavola rotonda Digital Engagement: the Hype, the Reality, the Future, Renzo Vanetti ha disegnato lo scenario che attende i mercati nel momento in cui decolleranno le intelligenze artificiali, lo sfruttamento dei big data e le applicazioni di machine learning. Continue reading “Digital Engagement, intelligenze artificiali e roboadvisory”
Goal-Based Investments In The Digital Era
The goal-based investment process delivers a coherent transparent, goal-driven and client centric advisory process that enables to digitally define goals, simulate investment scenarios, invest and periodically review investment strategy aligning goals with customer wealth.
Continue reading “Goal-Based Investments In The Digital Era”
Tempo di Digital Engagement sul campo
Renzo Vanetti ha brillato durante l’edizione 2017 del Salone del Risparmio come moderatore della tavola rotonda Digital Engagement: the Hype, the Reality, the Future. Continue reading “Tempo di Digital Engagement sul campo”
Digital Breakfast in London: A Brief History
Last May, 10th we had a great breakfast; better, a Breakfast Briefing organized together with ComPeer. Wealth Management at the Digital Frontier. Continue reading “Digital Breakfast in London: A Brief History”
Il CEO, un Salone e tante novità
All’ultima convention OWIN di Amsterdam, Objectway ha presentato una nuova immagine e anche numerosi prodotti destinati a espandere la nostra offerta e consolidare la leadership tecnologica che abbiamo in fatto di wealth management declinato al digitale. Continue reading “Il CEO, un Salone e tante novità”