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Breakfast in Johannesburg, Change in Wealth Management
Breakfast Briefings are the house speciality for our South African branch, and last edition was no exception! The main theme was Adapting to a rapidly changing Wealth Management business to ensure tomorrow’s growth and our local Director, David Wilson, opened with the speech Global Trends in Wealth Advisory: Going beyond Robo: Digitalisation can meet the human needs but also needs the human factor. Continue reading “Breakfast in Johannesburg, Change in Wealth Management”
Julien Palissot: How Mobile Is Important for TreeTop
TreeTop has recently chosen Objectway solutions like eXimius and Conectus to stay ahead of business requisites, regulations, and digitalization needs in the Wealth Management market today. Continue reading “Julien Palissot: How Mobile Is Important for TreeTop”
How Millennials and Baby Boomers Visit TreeTop
The Affluent and Private Banking Summit 2018 in Paris was a great opportunity to share the stage with TreeTop, that has recently decided to use our solutions Conectus and eXimius to accelerate its business while making it even more reliable and compliant. Continue reading “How Millennials and Baby Boomers Visit TreeTop”
TreeTop: A not Totally Unexpected Digital Journey
If Peter Schramme’s speech Voices from the Market… and what does it whisper? wasn’t enough to appreciate the mood of the Affluent and Private Banking Summit 2018 in Paris, we’ve got another treat. Continue reading “TreeTop: A not Totally Unexpected Digital Journey”
Blips On the Radar, Voices From the Market
The Affluent and Private Banking Summit 2018 in Paris was a great chance for our Peter Schramme, Objectway Chief Business Development Officer, to deliver his speech: Voices from the Market… and what does it whisper? Continue reading “Blips On the Radar, Voices From the Market”
Robo Planning (and Other) Stories
If you missed OWIN18, read about it and our taking digital to the core. If you were there instead, you’d likely hit the Robo Planning demo corner. It was more than that; actually it was the completion of some intertwined and elaborate stories. Today we want to offer a glimpse of some of them. Continue reading “Robo Planning (and Other) Stories”
Alla ricerca del risparmio dei clienti… e interno. Massimo Arrighi spiega
Il Salone del Risparmio 2018 per la sessione The Future of Digital Advisory: Human Governance and Robo-planning? ha accolto le presentazioni di Michele Tanzi, nostro Client Solution Director, e Massimo Arrighi, partner di A.T. Kearney. Continue reading “Alla ricerca del risparmio dei clienti… e interno. Massimo Arrighi spiega”