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”
Happy 2018 to everyone! And welcome in a world where trading online is the talk of the day, thanks to the rollercoaster-like trends of Bitcoin and the like; at a time when, thanks to MiFID II age beginning just now, the need to strictly follow regulations is stronger than ever in wealth management. Continue reading “About Trading With eXimius, When Using Derivatives”
Come già raccontato, con tanto di video in esclusiva di Michele Tanzi (Client Solution Director di Objectway), Trading Online Expo è stato un bel successo, con partecipazione di pubblico numeroso, interessato e competente. Continue reading “Il suggello a Trading Online Expo”
With less than 130 days to the MiFID II implementation deadline there are still industry concerns about the ability of many investment firms to be compliant with all aspects of the regulation.
MiFID II is finally coming, after various delays, and someone doesn’t feel well at all, to paraphrase Eugène Ionesco (prior to the however great Woody Allen). Continue reading “MiFID II Is Coming and We Are Working on the Calculator Also”
We have another question-and-answer with Nikolai Lysiuk, senior research analyst for ComPeer we pleasantly met during a meaningful Breakfast Briefing (Wealth Management at the Digital Frontier) in London last month. Continue reading “Nikolai Lysiuk and the (dis)Advantages of Brexit for UK Wealth Management Firms”