There’s a process in wealth management that strongly depends on appealing user experience and solid legal basis: the onboarding process. A process also exists that is an ideal candidate for rationalization and digitalization, in order to get streamlined, gain effectiveness and retain the client. Continue reading “Focusing On The Onboarding Process When Going Digital”
Last November’s IT Forum in Milan was an event relevant essentially for Italy; nonetheless, our Client Solution Director Michele Tanzi took the stage and give directions that are relevant for the whole company in 2018. Continue reading “A Challenging 2018 Awaits. But, We’ve Got a Platform”
Sometimes speed dating allows someone to find the right partner. In this context, Efma tried an interesting experiment during its Efma Innovation Summit 2017 in Rome: six small groups of clients and prospects touring the booths, while the respective booth owners had just two minutes to pitch their offering. Continue reading “An Elevator Pitch for the Innovation Summit 2017 in Rome”
Happy 2018 to everyone! And welcome in a world where trading online is the talk of the day, thanks to the rollercoaster-like trends of Bitcoin and the like; at a time when, thanks to MiFID II age beginning just now, the need to strictly follow regulations is stronger than ever in wealth management. Continue reading “About Trading With eXimius, When Using Derivatives”
I’m Luigi Marciano, CEO of Objectway, and I’d like to wish all of you the best for the next days of holiday (for someone), more relaxed work (for others), or celebration for a new year coming (everybody!). Continue reading “Time of Growth, Time to Celebrate – Tempo di crescita, tempo di festa”
Fintech still resonates with disruption in the Wealth Management sector today. One of the most troubling tasks for the CIO of a traditional company is to find the right Fintech company (or companies) to integrate with, to become competitive again in a market that is moving too fast.
As we said some post ago, Our front office system eXimius can be very useful to manage derivatives and help getting MiFID II compliance. We wrote about hedging, diversification, modelling, and rebalancing derivatives investment portfolios; today it’s time to add something more. Continue reading “Leverage and Margin in eXimius When Working with Derivatives”