Digital Trends in the UK Wealth Management Industry

Our Peter Schramme interviewed in London in conjunction with the event: “Third Generation Operating Models in Wealth Management“.

See and read his answers about the “Digital Trends in the UK Wealth Management Industry”

“… exactly the digital channel, the digital evolution and the new customer demands were putting stress on the organization that was not able to be fulfilled by the existing legacy platform…”

Roboadvisory: Il futuro del Risparmio

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.

Class ha avvicinato il nostro Michele Tanzi e Antonio Fratta Pasini, responsabile CRM e Omnichannel Banking di CheBanca!, per discutere il tema dei Roboadvisory durante la conferenza.

Optimizing the Front Office: the Aftermath

Our David Wilson was in London to present the new Objectway solution Digital Wealth Management during the ComPeer event Optimizing the Front Office and we didn’t miss the chance to ask him a couple of questions after the show (he had written something worth a read before all of this, also). See and read his answers!

Continue reading “Optimizing the Front Office: the Aftermath”

Forum sulla consulenza finanziaria 2016: Andrea Crovetto di Epic

Ha partecipato alla tavola rotonda Consultech moderata dal nostro Alberto Cuccu anche Andrea Crovetto, amministratore delegato Epic, cui abbiamo posto una domanda a fine evento. Ecco la risposta. Continue reading “Forum sulla consulenza finanziaria 2016: Andrea Crovetto di Epic”