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.
Thanks to a set of brand new features and the new Objectway design system, Conectus Portal is even more powerful, enabling a more user-friendly portfolio view and high-speed secure interaction. Let’s find out every detail
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.
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.
We listened to David Wilson, Business Development Direcator, on stage at the Digital Integration in Wealth Management 2020 in London, talking about how to generate value across an end-to-end digital investment experience.
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”
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.