How smart technology turned the Covid-19 crisis into a means for digital transformation

There are a number of challenges in the wealth management business that have become somewhat more challenging with the Covid pandemic. It highlighted some industry wide issues that firms continuously struggled with, even though solutions to these issues have existed for years.
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Objectway offers licence-free period for WealthTech Suite in Covid-19 crisis

Objectway is a leading software provider of wealth management digital solutions with customers distributed across four continents.

Being headquartered in Italy, we were early to deal with the COVID-19 emergency in the EMEA region. The rapid escalation of COVID-19 outbreak has forced us to test our business continuity plans, in Italy first and soon after that in our UK and Belgium operations.

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Mass Customisation: A Tale of Technology Serving the Advisor

Intelligenza artificiale e risorse per usarla nel Wealth Management

What is the technology behind a mass customisation solution that allows the advisor to save time and reduce effort? A solution that frees her time and allows her to increase contact with customers and advise them how to achieve the optimal result, free from inconveniences, bureaucracies and hurdles? Continue reading “Mass Customisation: A Tale of Technology Serving the Advisor”

Mass customization: una storia di tecnologia al servizio dell’advisor

L'importanza di un portafoglio ottimizzato

Come è fatta dal punto di vista tecnologico una soluzione di mass customization che consenta all’advisor di risparmiare tempo e risparmiare lavoro? Che gli liberi tempo e concentrazione, così da poter moltiplicare i contatti con i clienti e condurli pensando unicamente al massimo risultato, libero da scomodità e ostacoli? Continue reading “Mass customization: una storia di tecnologia al servizio dell’advisor”

How eXimius Became 5.8.1: Improve the Product, Listen to the Client, Go Further

We started working to eXimius 5.8.1 with two key goals in mind: to create a new module for the proposal generation and make significant improvements to the User Interface (UI), in terms of new application for professionals and end-clients. Continue reading “How eXimius Became 5.8.1: Improve the Product, Listen to the Client, Go Further”