Conosci il cliente. E il suo portafoglio

Nrtworking alla fine dell'evento di ottimizzazione del portafoglio

Dopo avere sentito Michele Tanzi, Client Solution Director di Objectway, parlare delle conseguenze strategiche della nostra soluzione di ottimizzazione del portafoglio in occasione della presentazione di giovedì 29 novembre, è il momento di Marco Migliorin. Continue reading “Conosci il cliente. E il suo portafoglio”

Il giorno dell’ottimizzazione

Ed è arrivato giovedì 29 novembre, giorno dell’ufficializzazione della nostra nuova soluzione di ottimizzazione del portafoglio e nata in virtù di una partnership con Greta Associati, network di professionisti dell’econometria finanziaria. Continue reading “Il giorno dell’ottimizzazione”

Conversational User Interfaces: A Brief History of UIs

The very first generation of user interfaces was based on character-based text: symbols entered in computer consoles, through punch card readers and teletype terminals. The DOS or UNIX command line was a technical evolution that did not change the fundamental concept of the user interface. Users had to have a good knowledge of the precise syntax to use and to execute any command. We’ll call this first generation UI, terminal-typing interface. Continue reading “Conversational User Interfaces: A Brief History of UIs”

Pillar After Pillar for a Pan-European Wealth Management

In the quest to rapidly generate revenue Wealth Management firms require three “magical” pillars that, together, simplify and accelerate operations for both firms and customers: Digital Contract Management (DCM), electronic IDentification Authentication and Signature (eIDAS) with qualified eSignature, and eIDAS with Public Digital Identity System (SPID). Continue reading “Pillar After Pillar for a Pan-European Wealth Management”

Firms Are Likely To Ignore Their IT Costs, Says Compeer

IT costs: pile of coins with blurred clock in background

Let’s assume to gather business intelligence in the UK wealth management market by conducing face to face interviews with a variety of firms and combining the results with a separate questionnaire sent online to a further group of interviewees. Continue reading “Firms Are Likely To Ignore Their IT Costs, Says Compeer”