Digital Engagement and Collaboration: Hype, Reality, and Future

Petere Schramme at Affluent and Private Banking Summit by Efma in Vienna

Last September 15th, the Affluent and Private Banking Summit organized by Efma took place at Le Méridien hotel in Vienna, and we were there thanks to Peter Schramme, our Chief of Business Development. Continue reading “Digital Engagement and Collaboration: Hype, Reality, and Future”

Digital Trends in the UK Wealth Management Industry

Our Peter Schramme interviewed in London in conjunction with the event: “Third Generation Operating Models in Wealth Management“.

See and read his answers about the “Digital Trends in the UK Wealth Management Industry”

“… exactly the digital channel, the digital evolution and the new customer demands were putting stress on the organization that was not able to be fulfilled by the existing legacy platform…”

Conectus vs. Demographics: Future Is Hybrid

Computer, Smartphone, Woman Handwriting

Digital is bringing a notable change in wealth management dynamics: cost reductions, popularization of mobile access, and disruption of old relationship models influence behavior of all demographic segments, not only millennials as we too easily read on every newspaper. Continue reading “Conectus vs. Demographics: Future Is Hybrid”

Re-engineer your business model around the connected customer and unlock your growth

Wealth and investment management is all about relationships and service.

This means being able to collaborate and share information anytime, anywhere, overcoming the traditional limits of physical encounters.

Continue reading “Re-engineer your business model around the connected customer and unlock your growth”