Goal Based Investments and Hybrid Advisory

Goal-Based Hybrid and Robo Investment

This is a summary from the presentation about implementing goal based hybrid and robo-investment advisory, held by Michele Tanzi, Objectway Client Solution Director for Advisory and Digital Solutions, last December 2nd in London, during Objectway [IN], our first International Customer Conference. Continue reading “Goal Based Investments and Hybrid Advisory”

Customer Conference Proceedings: download them now!

The customer conference presentations are now available, feel free to read them!

International Customer Conference: Introduction
Luigi Marciano, Founder and CEO, Objectway

Value-Driven Market Engagement
Peter Schramme, Chief Business Development Officer, Objectway

Innovation in Wealth Management – Trends and Opportunities
Ashley Globerman, Analyst, Wealth Management / CELENT

Case Study: Retooling for a Digital Market – The Treetop Story
Julien Palissot / Treetop

Objectway Product Strategy: a road to business innovation
Alberto Cuccu, Chief Product Officer, Objectway
Georgios Lekkas, Chief Innovation & Technology Officer, Objectway

Reaching The Digital High Net Worth Consumer
Jim Marous, Co-Publisher, The Financial Brand

A New Solution to Empower your Client Relashionships
Gert-Jan Hoogendoorn, Product Manager, Objectway

Performance attribution as a business value-add
Koen Goossens, Chief Business Consultant, Objectway

MiFID II – Application Impact Blueprint
Ed O’Leary, Senior Product Manager, Objectway

A Real One Stop for Wealth Managers and Stockbrokers
Phil Hales, Business Development UK, Objectway

Business Intelligence Complementing rhymeSIGHT with Illumas add-ons
Andy Gorton, Product Manager, Objectway

Digital Engagement and Collaboration as Business Differentiators
Georgios Lekkas, Chief Innovation & Technology Officer, Objectway

Clearing and Settlement
Ed O’Leary, Senior Product Manager, Objectway

Implementing Goal Based Hybrid and RoboInvestment Advisory
Michele Tanzi, Client Solutions Director, Objectway

Customer Conference 2015: Gallery

The International Customer Conference held 2 Dec in London, which was a remarkable success, also included presentations by Celent on wealth management technology trends, Jim Marous (one of the leading technology influencers in the financial services industry), and our own Objectway team, who shared a host of industry and product insights, including our new product roadmap.
Continue reading “Customer Conference 2015: Gallery”