I gave an interview [warning: italian language!] some time ago about portfolio management and hybrid advisory in the future of financial planning. I want to add some further food for thought, via stream of consciousness. Continue reading “Hybrid Advisory Is Better”
Following the private ComPeer seminar about digital engagement and strategies we wrote about recently, we had a chance to approach our Chief Business Development Officer, Peter Schramme, and ask him a few questions about the event and his take on digital engagement and strategies in the Wealth Management industry. Continue reading “If You Don’t Have a Digital Strategy, You Should Have”
Peter Schramme, our Chief Business Development Officer, gave an outstanding speech about digital engagement last Thursday in London, during a private seminar organized by ComPeer.
Would you like to streamline any business process making a 40-click workflow become, let’s say, 1-click? We would for sure and that’s the reason of the effort we’re putting on Actio in these days. Continue reading “BPM + Securities Back Office = Action!”
We are committed to conversation and participation inside our industry sector and we keep participating to the best events during a year! Have a look to know where we will be during the next weeks and, if you feel like, let’s meet. No strategy is more effective than networking!
One of the (several) best moments of Objectway [IN] 2015, our first International Customer Conference, was Jim Marous’ closing speech. Continue reading “Jim Marous: How to Reach the Digital HNW Customer”
The report Transforming Your Business Through Advisor Technologies from Celent Research draws some interesting conclusions about where companies will invest with regards to technology in the near future.