Our David Wilson was in London to present the new Objectway solution Digital Wealth Management during the ComPeer event Optimizing the Front Office and we didn’t miss the chance to ask him a couple of questions after the show (he had written something worth a read before all of this, also). See and read his answers!
It’s been a great day yesterday at Fishmongers’ Hall and our David Wilson did an excellent job! Here follows a little summary of our experience at the ComPeer event about optimisation of the front office. Enjoy!
Some thought about what I’m going to say and present at the ComPeer event Optimizing the Front Office in London tomorrow. Continue reading “Digital Technology Is Going to Redefine the Relationship Between Advisor and Client”
We were talking some week ago about the implementation of WebRTC in our Conectus product. Continue reading “Collaboration Beyond the Two-Way Relationship Advisor/Customer”
Abbiamo avvicinato il nostro Chief Product Officer al termine della manifestazione e della tavola rotonda da lui moderata. Continue reading “Forum sulla consulenza finanziaria 2016: il parere di Alberto Cuccu”
Bella esperienza, il Salone del Risparmio 2016, e fruttuosa collaborazione con CheBanca! nella realizzazione del suo nuovo Yellow Advice, che si basa sui servizi forniti dai nostri Conectus e Advice. Continue reading “Da Conectus a Yellow Advice via Salone del Risparmio (e LinkedIn)”