OWIN18: The Artificial That’s Going to Naturally Happen

Artificial Intelligence at OWIN18 in Rome

It’s a time of dramatic change in the wealth management sector; fintech is becoming more and more prominent, and digital technologies are raising the bar of competitiveness for firms, advisors, and platforms. Continue reading “OWIN18: The Artificial That’s Going to Naturally Happen”

Focusing On The Onboarding Process When Going Digital

Onboarding… on a plane

There’s a process in wealth management that strongly depends on appealing user experience and solid legal basis: the onboarding process. A process also exists that is an ideal candidate for rationalization and digitalization, in order to get streamlined, gain effectiveness and retain the client. Continue reading “Focusing On The Onboarding Process When Going Digital”

A Challenging 2018 Awaits. But, We’ve Got a Platform

Challenging Moments

Last November’s IT Forum in Milan was an event relevant essentially for Italy; nonetheless, our Client Solution Director Michele Tanzi took the stage and give directions that are relevant for the whole company in 2018. Continue reading “A Challenging 2018 Awaits. But, We’ve Got a Platform”

An Elevator Pitch for the Innovation Summit 2017 in Rome

Innovation Summit Rome 2017

Sometimes speed dating allows someone to find the right partner. In this context, Efma tried an interesting experiment during its Efma Innovation Summit 2017 in Rome: six small groups of clients and prospects touring the booths, while the respective booth owners had just two minutes to pitch their offering. Continue reading “An Elevator Pitch for the Innovation Summit 2017 in Rome”

About Trading With eXimius, When Using Derivatives

Stock Indexes

Happy 2018 to everyone! And welcome in a world where trading online is the talk of the day, thanks to the rollercoaster-like trends of Bitcoin and the like; at a time when, thanks to MiFID II age beginning just now, the need to strictly follow regulations is stronger than ever in wealth management. Continue reading “About Trading With eXimius, When Using Derivatives”