What technology is required to support the firm of 2025?

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.

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Objectway offers licence-free period for WealthTech Suite in Covid-19 crisis

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.

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MAXIMISING THE COST EFFECTIVENESS OF THE BACK OFFICE

The fourth workshop run by Objectway and Compeer about the “Wealth Management Firm of 2025” tells us that back office costs are increasing as the business grows and this is the reason why firms are struggling to achieve scalability.

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How Technology Can Help with the Changing Customer Experience Expectations

Intelligent Algorithms in Digital Wealth Management

Thanks to Alberto Cuccu, Objectway Ltd CEO, we had the chance to shed some light on the present and the future of Wealth Management as digital technology changes the landscape of the market in every sector. Continue reading “How Technology Can Help with the Changing Customer Experience Expectations”

REDUCING NON-VALUE ADDED INTERACTION WITH CLIENTS

The third workshop run by Objectway and Compeer, regarding the report “Wealth Management Firm of 2025”, took a deeper dive into the current use of portals and mobile apps, client reporting and where improvements could be made.

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