Last May, 10th we had a great breakfast; better, a Breakfast Briefing organized together with ComPeer. Wealth Management at the Digital Frontier.
Peter Schramme, Chief Business Developer Officer for Objectway, gave an awesome speech. Leveraging a Digital Wealth Management platform to improve advisor-client relationship.
We saved a bit of the event for you, i.e. some tweet released during Peter’s speech. It won’t recreate the taste of morning coffee, but can be useful to recap how much a good digital approach can go a long way helping wealth management players, today and tomorrow. Have a read if you feel like!