How Millennials and Baby Boomers Visit TreeTop

Do Millennials and Baby Boomers behave differently on TreeTop website?

The Affluent and Private Banking Summit 2018 in Paris was a great opportunity to share the stage with TreeTop, that has recently decided to use our solutions Conectus and eXimius to accelerate its business while making it even more reliable and compliant. Continue reading “How Millennials and Baby Boomers Visit TreeTop”

Robo Planning (and Other) Stories

If you missed OWIN18, read about it and our taking digital to the core. If you were there instead, you’d likely hit the Robo Planning demo corner. It was more than that; actually it was the completion of some intertwined and elaborate stories. Today we want to offer a glimpse of some of them. Continue reading “Robo Planning (and Other) Stories”

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”

Alla ricerca del risparmio dei clienti… e interno. Massimo Arrighi spiega

Ingresso Salone del Risparmio 2018

Il Salone del Risparmio 2018 per la sessione The Future of Digital Advisory: Human Governance and Robo-planning? ha accolto le presentazioni di Michele Tanzi, nostro Client Solution Director, e Massimo Arrighi, partner di A.T. Kearney. Continue reading “Alla ricerca del risparmio dei clienti… e interno. Massimo Arrighi spiega”

Il segreto della tecnologia secondo Massimo Arrighi

Ci piace il Salone del Risparmio perché è possibile sviscerare concetti e dialogare di temi importanti fuori dalla comunicazione aziendale classica e anche quest’anno l’ingrediente segreto ha dato sapore alla ricetta. Continue reading “Il segreto della tecnologia secondo Massimo Arrighi”