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Objectway May 21
Boosting advisor productivity thanks to a platform that supports every aspect of the relationships with the client and the data.
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Objectway May 21
Augmented intelligence for advisory: Intelligent Optimizer, Budget Definition and Monitoring, and Investment Campaign Management, open the door to the Mass Advisory era.
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Objectway May 21
Boosting investor engagement with integrated client facing technology, omnichannel, omni-device, seamlessly enjoyable by the client in his or her digital customer journey.
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Compeer Limited May 21
Front Office 2019 is ready to go! Everything is set up at , we cant wait to see you here for what promises to be another great Compeer event!
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Objectway May 21
Thanks @cuccu72 for an interesting and exciting speech. Now it’s time for Matthew Lonsdale, from BNY Mellon / to take the stage.
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Objectway May 21
Combination of digital and human interaction, with a holistic client-centric approach, tailored proposals on customer’s needs, and real-time remote collaboration, do boost investor engagement.
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Compeer Limited 8h
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Objectway May 21
How to answer to Wealth managers? AI, workflows, smart advisor portal, robo advice, Investment Optimiser, investor portal, mobile apps, digital collaboration tools, STP automation.
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Compeer Limited May 21
Compeer's own Callum McCarthy now presenting the research results of capturing value within the industry.
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Objectway May 21
Front office productivity matters because front office it’s an expensive resource and can bring to profitability alone if well managed.
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Objectway May 21
Technology can definitely help to improve front office productivity.
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Wedlake Bell LLP May 22
Yesterday we hosted the Event, 'Front Office 2019 - Are Firms Getting Value for Money?'. Thank you to all those attended this insightful session :
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Objectway May 21
The speech from @cuccu72 is titled "Boosting Front Office productivity by adopting the Objectway WealthTech Suite".
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Peter Smith May 21
Looking forward to looking at all things today
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Objectway May 21
How can you boost Front Office productivity? Just ask CEO of Objectway Ltd. and Matthew Lonsdale from . Join us!
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Focus Solutions Mar 26
It’s great to see the interest in focus:wealth at - its an integral part of , the new private wealth management offering from , and :
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Focus Solutions Mar 26
MD Dave Upton is talking through the state of digital in modern wealth management at - our research shows a strong desire for the kind of digital client engagement that focus:wealth brings:
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Mike Hearfield Mar 26
Good afternoon London! Come and start a conversation about client engagement at with the team
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Mario Alves Mar 26
Getting ready for “The truth about digital” - aixigo AG will be talking about “How a Swiss Private Bank adopted a WM Platform” looking forward to our discussions.
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Futurist Keynote Speaker - Andrew Grill Mar 26
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