Proprio nell’imminenza del Salone del Risparmio 2018, appuntamento dove teniamo a presenziare da anni. Continue reading “È in gioco il futuro del digital advisory”
There’s a process in wealth management that strongly depends on appealing user experience and solid legal basis: the onboarding process. A process also exists that is an ideal candidate for rationalization and digitalization, in order to get streamlined, gain effectiveness and retain the client. Continue reading “Focusing On The Onboarding Process When Going Digital”
Last November’s IT Forum in Milan was an event relevant essentially for Italy; nonetheless, our Client Solution Director Michele Tanzi took the stage and give directions that are relevant for the whole company in 2018. Continue reading “A Challenging 2018 Awaits. But, We’ve Got a Platform”
Sometimes speed dating allows someone to find the right partner. In this context, Efma tried an interesting experiment during its Efma Innovation Summit 2017 in Rome: six small groups of clients and prospects touring the booths, while the respective booth owners had just two minutes to pitch their offering. Continue reading “An Elevator Pitch for the Innovation Summit 2017 in Rome”
Fintech still resonates with disruption in the Wealth Management sector today. One of the most troubling tasks for the CIO of a traditional company is to find the right Fintech company (or companies) to integrate with, to become competitive again in a market that is moving too fast.
As we said some post ago, Our front office system eXimius can be very useful to manage derivatives and help getting MiFID II compliance. We wrote about hedging, diversification, modelling, and rebalancing derivatives investment portfolios; today it’s time to add something more. Continue reading “Leverage and Margin in eXimius When Working with Derivatives”
Couldn’t miss the traditional Compeer Conference, especially if held in the sumptuous Fishmongers’ Hall in London! Compeer was going to announce the results of the usual client survey: one thousand investors, ranging from mass affluent to high net worth, interviewed to hear from them about the state of the Wealth Management nation. Continue reading “Compeer Clients’ View Conference 2017: We Went… To Stay”