Great history and great technology both apply to the Palmengarten in Frankfurt. A really good place for our Peter Schramme to address a real good audience about technology that are writing the new history of wealth management. Continue reading “Talking About Hybrid Customer Journey in Frankfurt”
Once upon a time there was a wise man, named Tim Berners-Lee, who invented the World Wide Web. Do you know why? Only to share documents with his collegues. Yeah, the Web started only to share webpages with others, but went so beyond. Continue reading “Why Switching to a Design System Is so Important Today”
Before writing on our upcoming portfolio manager solution, I feel fair to pay a little tribute to the giants whose shoulders we are standing on, and who made possible to create powerful digital solutions even when digital was just a concept, far away in time. Continue reading “Thank You Economists, for Your Studies on Portfolio Management”
È un appuntamento a cui tengo particolarmente quello con Advisor Private, il trimestrale con cui collaboriamo all’interno della rubrica The future is tomorrow. Continue reading “MiFID II e comunicazione: sfida digitale per le banche private”
Advisors and firm should engage in processes and collaborate with clients to improve service and client experience. Customer loyalty and quality of service will depend on the type and richness of relations that firms enable with their clients.
We anticipated the Senior Executives Forum some week ago in this blog and we are happy to say that last September, 21th has been quite a great day! Continue reading “Five Key Concepts for the Senior Executives Forum in London”