The mounting digitization of FinTech means that contacts between investors and advisor are going to either multiply and increasingly become remote; the customer is likely to receive more information and advice than now, even without getting physically in touch with the advisor every time. Continue reading “How E-signature Will Empower the Client Investment Experience”
The role of a creative leader is not to have all the ideas; it’s to create a culture where everyone can have ideas and feel that they’re valued.
The Objectway culture has always been based on a democracy of ideas. We are delighted to be able to extend this culture to our virtual Objectway community.
Client Solutions Director
Software innovation, like almost every other kind of innovation, requires the ability to collaborate and share ideas with other people, and to sit down and talk with customers and get their feedback and understand their needs. Bill Gates
These wise words from Bill Gates encapsulate why it’s so important for us to maintain a communication vehicle like Talk In. We are optimistic that this blog will provide a powerful tool for interacting with our customers and keeping our products at the forefront.
Chief Innovation & Technology Officer
Nell’ambito delle iniziative a tutela della clientela al dettaglio (la cosiddetta clientela retail), attraverso una comunicazione del 22 dicembre 2014 la CONSOB ha voluto anticipare alcuni elementi della MIFID 2 e in particolare ha voluto regolamentare in modo più forte il processo di retailisation, ovvero la distribuzione alla clientela al dettaglio di prodotti di investimento prima destinati ai soli investitori istituzionali o professionali. Continue reading “Retailisation: cambierà il software a supporto dei processi di vendita”