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.
We talked about how digitalisation can bring a first level of benefits in Wealth & Investment Management: cost reduction, customisation and automation.
As in every other sector, digital technology is now impacting all areas of Wealth and Investment Management. The consequences are both positive and negative: on the one hand, the fragility of the system due to the explosion in trade volumes, on the other, the increasing transparency required by the authorities to offer protection to investors.
Per prepararci al meglio al Webinar: Previdenza, Protezione, IDD, organizzato in collaborazione con Epheso, abbiamo intervistato il fondatore Alberto Cauzzi, sugli argomenti che verranno alla luce durante la sessione. Di seguono le sue risposte e il nostro arrivederci è per giovedì 28 Maggio, alle 15.
This was the subject of the fifth workshop held by Objectway and Compeer regarding the report “Wealth Management Firm of 2025”.
As we move into a digital era it is expected by most that we shall see a continued rise in the expenditure on technology in wealth management.
Thanks to a set of brand new features and the new Objectway design system, Conectus Portal is even more powerful, enabling a more user-friendly portfolio view and high-speed secure interaction. Let’s find out every detail
Objectway is a leading software provider of wealth management digital solutions with customers distributed across four continents.
Being headquartered in Italy, we were early to deal with the COVID-19 emergency in the EMEA region. The rapid escalation of COVID-19 outbreak has forced us to test our business continuity plans, in Italy first and soon after that in our UK and Belgium operations.