The fourth workshop run by Objectway and Compeer about the “Wealth Management Firm of 2025” tells us that back office costs are increasing as the business grows and this is the reason why firms are struggling to achieve scalability.
We listened to David Wilson, Business Development Direcator, on stage at the Digital Integration in Wealth Management 2020 in London, talking about how to generate value across an end-to-end digital investment experience.
Thanks to Alberto Cuccu, Objectway Ltd CEO, we had the chance to shed some light on the present and the future of Wealth Management as digital technology changes the landscape of the market in every sector. Continue reading “How Technology Can Help with the Changing Customer Experience Expectations”
The third workshop run by Objectway and Compeer, regarding the report “Wealth Management Firm of 2025”, took a deeper dive into the current use of portals and mobile apps, client reporting and where improvements could be made.
At the Global WealthTech Summit in London we asked Alberto Cuccu, Objectway Ltd CEO, what is changing in the Wealth Managament world. Continue reading “What the New Customer Expectations Mean for the Wealth Management Space”
Objectway is delighted to announce the new version of eXimius Portfolio Manager. In the following post you will find more about the new modules and feature within this version.
Certo, la digitalizzazione e l’automazione dei servizi di Wealth Management consentono di ridurre i costi e aumentare l’efficienza; analogamente, l’impiego di strumenti di intelligenza artificiale come il Machine Learning consente – se applicato a regola d’arte – di servire più clienti in modo più personalizzato, nel pieno rispetto delle normative. Continue reading “Il Digital Wealth Management umano crea valore autentico”