We listened to David Wilson, Senior Business Development Manager at Objectway, talking at the System in the City Financial Technology Conference about how Smart Technology can drive a smart transformation in the business to become more profitable and effective in serving clients.
We launched a survey at the end of July, called Digital Readiness. We gathered your answers and analyzed it.
Here the major outcomes. Thank you for taking part in it.
More will come in the following months, be ready!
Objectway is delighted to announce the new version of eXimius Portfolio Manager. In the following post you will find more about the new modules and features within this version.
The digitisation and automation of Wealth Management services allow you to reduce costs and increase efficiency; similarly, the use of artificial intelligence tools such as Machine Learning allows you to serve more customers in a more personalised way, in full compliance with regulations.
However, something is still missing: the creation of the real value, that distinguishes those who ride the wave of innovation and evolve from those who embrace automation whilst, compromising customer service.
We talked about how digitalisation can bring a first level of benefits in Wealth & Investment Management: cost reduction, customisation and automation.
As in every other sector, digital technology is now impacting all areas of Wealth and Investment Management. The consequences are both positive and negative: on the one hand, the fragility of the system due to the explosion in trade volumes, on the other, the increasing transparency required by the authorities to offer protection to investors.
Per prepararci al meglio al Webinar: Previdenza, Protezione, IDD, organizzato in collaborazione con Epheso, abbiamo intervistato il fondatore Alberto Cauzzi, sugli argomenti che verranno alla luce durante la sessione. Di seguono le sue risposte e il nostro arrivederci è per giovedì 28 Maggio, alle 15.