An Innovation Gap, a Driver for Change

Please have a look at Peter Schramme, Objectway Chief Business Development Officer, speaking at the Objectway Customer Conference about the innovation gap and the drivers for change at work in the wealth management market.

Things are happening: incumbents are challenged by small startups that win on the customer experience side; volumes are stable, but profits are plummeting, and that’s is for sure a reason to consider change.

Someone has to develop tools for companies wanting to change, in order for change to actually happen, too.

We’re confident that these two minutes of video could be especially inspiring. Try the experience!

Massimo Arrighi, il mercato italiano e la gestione ibrida del risparmio

Risparmio ibrido: il mercato italiano è pronto?

Al Salone del Risparmio 2018 Massimo Arrighi, partner in A.T. Kearney, ha animato con successo assieme al nostro Client Solution Director Michele Tanzi la sessione The future of Digital Advisory: Human Governance and Robo-Planning? Continue reading “Massimo Arrighi, il mercato italiano e la gestione ibrida del risparmio”

Il futuro dell’advisory ha due fattori

Advisory ibrido

Si capisce quando una manifestazione è rilevante: continua a fare parlare di sé nel tempo. Succede per il Salone del Risparmio 2018, che è stato un appuntamento di primaria importanza per il mercato italiano del risparmio gestito. Continue reading “Il futuro dell’advisory ha due fattori”

James Brown: It’s More About Communication (and Technology), than Money

Communication - Compose Your Own Solution at OWIN18

Attendees to our third International Customer Conference (OWIN18) had the chance to hear great answers to many questions about the current and future state of wealth management technology. We asked an extra question to James Brown, Head of Client Services at Compeer: Continue reading “James Brown: It’s More About Communication (and Technology), than Money”

Thomas Zink: People Are Not Afraid to Drive a Hybrid. Neither Should Banks

Thomas Zink at OWN18: Banks Must Be Proactive on Hybrid

As the future of cars is electrical, but today’s cars are too expensive for the majority, so banking will be ruled by artificial intelligences one day, but for now people opt for the hybrid approach: no fear to “discuss” investment with a machine, but when big wealth is a stake, a human advisor is still way better. Continue reading “Thomas Zink: People Are Not Afraid to Drive a Hybrid. Neither Should Banks”