Optimizing the Front Office: in London With a New Solution

It’s been a great day yesterday at Fishmongers’ Hall and our David Wilson did an excellent job! Here follows a little summary of our experience at the ComPeer event about optimisation of the front office. Enjoy!

Continue reading “Optimizing the Front Office: in London With a New Solution”

Da Conectus a Yellow Advice via Salone del Risparmio (e LinkedIn)

Salone del Risparmio 2016

Bella esperienza, il Salone del Risparmio 2016, e fruttuosa collaborazione con CheBanca! nella realizzazione del suo nuovo Yellow Advice, che si basa sui servizi forniti dai nostri Conectus e Advice. Continue reading “Da Conectus a Yellow Advice via Salone del Risparmio (e LinkedIn)”

Robo-Advisors Are Disruptive, but Hybrid is Much More: It’s Transformational

Robo… hand-visory

In the recent report Robo-Advisors: The Hype, the Reality and the Future, published on February 29th by Gartner, Chuck Thomas notes the difference between digitization and digitalization applied to Wealth Management services. Our vision on what the future of Wealth Management will be is that robo-advisors have a role, but not as relevant as hybrid advisory. Continue reading “Robo-Advisors Are Disruptive, but Hybrid is Much More: It’s Transformational”