Couldn’t miss the traditional Compeer Conference, especially if held in the sumptuous Fishmongers’ Hall in London! Compeer was going to announce the results of the usual client survey: one thousand investors, ranging from mass affluent to high net worth, interviewed to hear from them about the state of the Wealth Management nation. Continue reading “Compeer Clients’ View Conference 2017: We Went… To Stay”
Inflazionato. Il termine disruption, che in italiano potremmo tradurre con disintermediazione o rottura, come accade ad ogni vocabolo quando viene utilizzato troppo ed impropriamente, sta cominciando a perdere significato. Disruption digitale, disruption finanziaria e, soprattutto, disruption del FinTech.
After having introduced chatbots in a former post, we keep our promise to tell you more about their role in the wealth management industry. Continue reading “Let’s Make Business with a Chatbot”
Come già raccontato, con tanto di video in esclusiva di Michele Tanzi (Client Solution Director di Objectway), Trading Online Expo è stato un bel successo, con partecipazione di pubblico numeroso, interessato e competente. Continue reading “Il suggello a Trading Online Expo”
A chatbot (also known as a talkbot, chatterbot, Bot, IM bot, interactive agent, or Artificial Conversational Entity) is a computer program which conducts a conversation via auditory or textual methods. Such programs are often designed to convincingly simulate how a human would behave as a conversational partner, thereby passing the Turing test. — Wikipedia Continue reading “Let’s Talk About Chatbots”
Derivatives are financial instruments which are often considered complex and very specialized. Because of this, the use of derivatives in private wealth portfolios may seem like a frightening prospect. Continue reading “How to Happily Manage Wealth and Use Derivatives, too”