Collaboration and Crafting Software to Help Financial Institutions to Regain Trust and Be MiFID II Compliant

Collaboration

MiFID II, that is going to be enforced from beginning of 2018 after a couple of delays, doesn’t come from nowhere. It’s in fact an answer from the European Commission to the big debt crisis in 2009, when a lot of final users lost confidence and trust in banks, largely because of the opacity of investment proposal and the risk to spend to get bad bonds in exchange. Continue reading “Collaboration and Crafting Software to Help Financial Institutions to Regain Trust and Be MiFID II Compliant”

Un roboadvisory che sia anche umano

Roboadvisory with a human touch

Un’altra bella esperienza che ho fatto in Objectway. Una giornalista mi ha intervistato per chiedere la mia opinione su trend digitali e su roboadvisory. La cosa non mi ha sorpreso, anche se avrei voluto mi chiedesse qualcosa anche sugli Europei di calcio su cui sono egualmente molto preparato :-) Continue reading “Un roboadvisory che sia anche umano”

A State Within a Continent, a Business Inside a Business

Luxembourg is going through a fast-paced change as a country, because the Principate is progressively losing many of the fiscal and financial advantages it has enjoyed in the heart of Europe as of today. So, in order to remain attractive for investors and relevant as a nation. Luxembourg is embracing technology. Continue reading “A State Within a Continent, a Business Inside a Business”

Re-engineer your business model around the connected customer and unlock your growth

Wealth and investment management is all about relationships and service.

This means being able to collaborate and share information anytime, anywhere, overcoming the traditional limits of physical encounters.

Continue reading “Re-engineer your business model around the connected customer and unlock your growth”

Omnichannel, aka The Digital Engagement and Collaboration Challenge

To debate the shadow IT trend is pretty common these days in the IT world: employees adopt digital tools outside the perimeter of allowed of recommended apps. Like, Dropbox instead of the company cloud, Whatsapp in place of the official messaging system and so on.

Continue reading “Omnichannel, aka The Digital Engagement and Collaboration Challenge”

Preparatevi al cliente digital

Nel panorama dei servizi di investimento, il segmento Private viene generalmente identificato tra i più tradizionali in termini di modello di servizio. La sua forza, infatti, risiede nel valore della relazione umana, della competenza professionale e della conoscenza del cliente che il Banker accompagna nelle decisioni di investimento.

Ma con la diffusione delle tecnologie digitali anche i clienti Private, come tutti gli investitori, stanno modificando le proprie aspettative nei confronti dei servizi di investimento.

Continue reading “Preparatevi al cliente digital”

Optimizing the Front Office: the Aftermath

Our David Wilson was in London to present the new Objectway solution Digital Wealth Management during the ComPeer event Optimizing the Front Office and we didn’t miss the chance to ask him a couple of questions after the show (he had written something worth a read before all of this, also). See and read his answers!

Continue reading “Optimizing the Front Office: the Aftermath”