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”

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.
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