Retailisation: software supporting sales processes is going to change

Retailisation

Concerning the initiatives that protect retail customers, the communication released by CONSOB on the 22nd of December 2014 brought forward a number of MIFID 2 elements for early enactment. In particular, the CONSOB text strongly regulated the retailisation process, that is the distribution of investment products to retail customers that were previously intended only for institutional or professional investors. Continue reading “Retailisation: software supporting sales processes is going to change”

It’s the little things that sometimes end up meaning the most

The only thing to do with good advice is to pass it on. It is never of any use to oneself.

Peter SchrammeThese were wise words of Oscar Wilde back in the late nineteenth century. However, even in our digital era, they still are very much up-to-date. This same spirit underpins our new Objectway blog. Welcome!

We would love you to share your viewpoints, insights, concerns, practices, mindsets and snippets on our mutual business… as it will enlighten, inspire and trigger some else in our community.

Little things, little thoughts are sometimes valuable input for others. And vice versa, they can be for you as well. Thanks a lot for your active contribution to and active reading of this brand new blog.

And by the way, Share your knowledge. It’s a way to achieve immortality. Something every one of us aspires to, no?

Peter Schramme
Chief Business Development Officer Objectway

MiFID II and Consumer Cost Reporting in European Wealth Management Market

Total Cost of Ownership

What’s the impact of the introduction of MiFID II and MiFIR on consumer cost reporting in the European wealth management market? Are you already compliant? Upcoming regulations require direct and indirect costs in consumer reporting. The Total Cost of Ownership principle aims for clear cost reporting and covers both regulatory and consumer requirements for cost transparency. Continue reading “MiFID II and Consumer Cost Reporting in European Wealth Management Market”

Open Source and E-signature at #osd2015

iPad and pen on glass table

We appreciate open source and were glad to participate in the Milan edition of Open Source Day 2015, on November 3rd, at the Convention Center of Assago. In addition to our Objectway stand Vittorio Teglia, our Chief Product Architect, gave a presentation on e-signature technology. Continue reading “Open Source and E-signature at #osd2015”

How E-signature Will Empower the Client Investment Experience

Mechanical Encryption System

The mounting digitization of FinTech means that contacts between investors and advisor are going to either multiply and increasingly become remote; the customer is likely to receive more information and advice than now, even without getting physically in touch with the advisor every time. Continue reading “How E-signature Will Empower the Client Investment Experience”

The Objectway culture has always been based on a democracy of ideas.

The role of a creative leader is not to have all the ideas; it’s to create a culture where everyone can have ideas and feel that they’re valued.

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The Objectway culture has always been based on a democracy of ideas. We are delighted to be able to extend this culture to our virtual Objectway community.

Michele Tanzi
Client Solutions Director

These wise words from Bill Gates

Software innovation, like almost every other kind of innovation, requires the ability to collaborate and share ideas with other people, and to sit down and talk with customers and get their feedback and understand their needs. Bill Gates

IMGP5092These wise words from Bill Gates encapsulate why it’s so important for us to maintain a communication vehicle like Talk In. We are optimistic that this blog will provide a powerful tool for interacting with our customers and keeping our products at the forefront.

Georgios Lekkas
Chief Innovation & Technology Officer