Some thought about what I’m going to say and present at the ComPeer event Optimizing the Front Office in London tomorrow. Continue reading “Digital Technology Is Going to Redefine the Relationship Between Advisor and Client”
Peter made it again! Our Chief Business Development Officer was in London at the Efma Distribution Summit 2016 and used the opportunity to showcase both the philosophy as well as the technology of Objectway’s Conectus platform to a large and qualified audience. Continue reading “The Challenge of the Hybrid Customer Journey”
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)”
Il Salone del Risparmio edizione 2016 si terrà presso Milano Congressi (MiCo) in via Gattamelata 5 (Gate 14, ala nord) da mercoledì 6 a venerdì 8 aprile. Continue reading “Senza risparmio, per il Salone”
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”
I gave an interview [warning: italian language!] some time ago about portfolio management and hybrid advisory in the future of financial planning. I want to add some further food for thought, via stream of consciousness. Continue reading “Hybrid Advisory Is Better”
The report Transforming Your Business Through Advisor Technologies from Celent Research draws some interesting conclusions about where companies will invest with regards to technology in the near future.