If You Don’t Have a Digital Strategy, You Should Have

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”

Don’t miss our unique upcoming appointments!

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!

Seconda-infografica

Firms Think Robo-advisory Is not a Threat? A Bit Short-sightedly Perhaps

Advisory

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.

Continue reading “Firms Think Robo-advisory Is not a Threat? A Bit Short-sightedly Perhaps”