How smart technology turned the Covid-19 crisis into a means for digital transformation

There are a number of challenges in the wealth management business that have become somewhat more challenging with the Covid pandemic. It highlighted some industry wide issues that firms continuously struggled with, even though solutions to these issues have existed for years.
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ESG: alla ricerca della sostenibilità

Il termine ESG di cui sentiamo sempre più parlare, identifica tutte quelle attività legate all’investimento sostenibile, che perseguono gli obiettivi tipici della gestione finanziaria tenendo in considerazione aspetti di natura ambientale, sociale e di governance.

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Smart Technology Drives Smart Transformation

We listened to David Wilson, Senior Business Development Manager at Objectway, talking at the System in the City Financial Technology Conference about how Smart Technology can drive a smart transformation in the business to become more profitable and effective in serving clients.

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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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