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Technology and Future: It Wasn’t a Riddle, At PIMFA
It may seem a riddle, and in fact it’s not. Continue reading “Technology and Future: It Wasn’t a Riddle, At PIMFA”
Il giorno dell’ottimizzazione
Ed è arrivato giovedì 29 novembre, giorno dell’ufficializzazione della nostra nuova soluzione di ottimizzazione del portafoglio e nata in virtù di una partnership con Greta Associati, network di professionisti dell’econometria finanziaria. Continue reading “Il giorno dell’ottimizzazione”
We Cared About Millennials Too, At PIMFA
We had the chance during the London 2018 PIMFA Summit to discuss various topics with Alberto Cuccu, our Chief Client Solution Officer: for instance, the attitude of High Net Worth people towards digitalization. Continue reading “We Cared About Millennials Too, At PIMFA”
Which Customer Journey High Net Worth Investors Want
It was Alberto Cuccu, our Chief Client Solution Officer, to represent Objectway at the annual PIMFA Summit in London. Continue reading “Which Customer Journey High Net Worth Investors Want”
L’importanza di un portafoglio ottimizzato
Una delle aree in cui la digitalizzazione può essere d’aiuto nel Wealth Management è l’ottimizzazione del portafoglio: un campo nel quale tanto gli algoritmi quanto la User Experience sono determinanti per supportare al meglio il cliente. Continue reading “L’importanza di un portafoglio ottimizzato”
Pillar After Pillar for a Pan-European Wealth Management
In the quest to rapidly generate revenue Wealth Management firms require three “magical” pillars that, together, simplify and accelerate operations for both firms and customers: Digital Contract Management (DCM), electronic IDentification Authentication and Signature (eIDAS) with qualified eSignature, and eIDAS with Public Digital Identity System (SPID). Continue reading “Pillar After Pillar for a Pan-European Wealth Management”
Making Onboarding Flexible and Generating (More) Revenue
Onboarding is the first step of a worthy relationship with clients, yet it’s still a complex and scarcely integrated process for many firms: there’s still paperwork made by hand, CRM is often unaware of what is happening, sometimes information doesn’t flow well through departments, and much more. Continue reading “Making Onboarding Flexible and Generating (More) Revenue”