How Millennials and Baby Boomers Visit TreeTop

Do Millennials and Baby Boomers behave differently on TreeTop website?

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”

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

Ingresso Salone del Risparmio 2018

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”

Il segreto della tecnologia secondo Massimo Arrighi

Ci piace il Salone del Risparmio perché è possibile sviscerare concetti e dialogare di temi importanti fuori dalla comunicazione aziendale classica e anche quest’anno l’ingrediente segreto ha dato sapore alla ricetta. Continue reading “Il segreto della tecnologia secondo Massimo Arrighi”

An Innovation Gap, a Driver for Change

Please have a look at Peter Schramme, Objectway Chief Business Development Officer, speaking at the Objectway Customer Conference about the innovation gap and the drivers for change at work in the wealth management market.

Things are happening: incumbents are challenged by small startups that win on the customer experience side; volumes are stable, but profits are plummeting, and that’s is for sure a reason to consider change.

Someone has to develop tools for companies wanting to change, in order for change to actually happen, too.

We’re confident that these two minutes of video could be especially inspiring. Try the experience!