Forum sulla consulenza finanziaria 2016: Raffaele Zenti di AdviseOnly

Alla fine del Forum abbiamo avvicinato Raffaele Zenti, fondatore e responsabile del team di consulenza di AdviseOnly, per avere un suo parere sulle tematiche del roboadvisory dopo la sua partecipazione alla tavola rotonda Consultech moderata dal nostro Alberto Cuccu. Continue reading “Forum sulla consulenza finanziaria 2016: Raffaele Zenti di AdviseOnly”

Da Conectus a Yellow Advice via Salone del Risparmio (e LinkedIn)

Salone del Risparmio 2016

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)”

If You Don’t Have a Digital Strategy, You Should Have

Following the private ComPeer seminar about digital engagement and strategies we wrote about recently, we had a chance to approach our Chief Business Development Officer, Peter Schramme, and ask him a few questions about the event and his take on digital engagement and strategies in the Wealth Management industry. Continue reading “If You Don’t Have a Digital Strategy, You Should Have”

Objectway – In My Life

In my life, I realized that to be inventive, you have to be inspired.
Each new day is like an adventure, and inspiration comes from sharing experiences with passionate people.

We are part of the same story. We share the same goals.