Human Governance e Robo Planning: il futuro che ci attende

[Sintesi dello speech tenuto durante il Salone del Risparmio 2018 durante la conferenza The future of Digital Advisory: Human Governance and Robo Planning?].

Inizio questa presentazione direttamente da una delle risposte che mi ero ripromesso di dare: il modello ibrido è quello che anche in Objectway vediamo come più efficace per il supporto alle attività di advisory e per rispondere alle esigenze sia degli advisor che dei clienti.

Continue reading “Human Governance e Robo Planning: il futuro che ci attende”

The Quest for Frictionless Onboarding: Why

Client-centered innovation

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.

Continue reading “The Quest for Frictionless Onboarding: Why”

James Brown: It’s More About Communication (and Technology), than Money

Communication - Compose Your Own Solution at OWIN18

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”

Thomas Zink: People Are Not Afraid to Drive a Hybrid. Neither Should Banks

Thomas Zink at OWN18: Banks Must Be Proactive on Hybrid

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”