As the Master of Ceremonies during 2018 edition of the Objectway Customer Conference, Yuri Bender went straight with our beloved Chief Business Development Officer, Peter Schramme. Continue reading “If a Self-Driving Car Is Safer Than a Human-Driven Car…”
[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.
In the Why part of this double post we explained the rationale for pursuing the goal of a frictionless onboarding, by listing the risks involved in not doing it. Now it’s time to show how to get to such goal. Continue reading “The Quest for Frictionless Onboarding: How”
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”