Anche quest’anno il Salone del Risparmio si è confermato una scena eccellente per parlare con equilibrio e competenza di wealth management. Continue reading “Il roboadvisory ha un futuro ibrido”
The rapid advancements in technology have opened a wide range of possibilities for innovation in the financial services industry. And in this realm, one of the key courses of action is improvement of user experience.
Attendees to our third International Customer Conference (OWIN18) had the chance to hear great answers to many questions about the current and future state of wealth management technology. We asked an extra question to James Brown, Head of Client Services at Compeer: Continue reading “James Brown: It’s More About Communication (and Technology), than Money”
As the future of cars is electrical, but today’s cars are too expensive for the majority, so banking will be ruled by artificial intelligences one day, but for now people opt for the hybrid approach: no fear to “discuss” investment with a machine, but when big wealth is a stake, a human advisor is still way better. Continue reading “Thomas Zink: People Are Not Afraid to Drive a Hybrid. Neither Should Banks”
Proprio nell’imminenza del Salone del Risparmio 2018, appuntamento dove teniamo a presenziare da anni. Continue reading “È in gioco il futuro del digital advisory”
There’s a process in wealth management that strongly depends on appealing user experience and solid legal basis: the onboarding process. A process also exists that is an ideal candidate for rationalization and digitalization, in order to get streamlined, gain effectiveness and retain the client. Continue reading “Focusing On The Onboarding Process When Going Digital”
Last November’s IT Forum in Milan was an event relevant essentially for Italy; nonetheless, our Client Solution Director Michele Tanzi took the stage and give directions that are relevant for the whole company in 2018. Continue reading “A Challenging 2018 Awaits. But, We’ve Got a Platform”