White Papers

Millennials are the key to the Mass Affluent segment in CEE

There is a lot of talk about Millennials, their global asset pool of $19 trillion will reach $24 trillion by 2020. They are clearly your future clients. But how are they influencing the bulk of your current client base? Download our White Paper to find out!

The Mass Affluent are the most diverse group Wealth Managers had to face. According to […]

Solving the MiFID II challenge in wealth management

MiFID II is set to fundamentally change the rules around financial services in the EU and, with the implementation date set for January 2018, it represents a number of enormous challenges for players in the sector.

This is particularly the case from a customer relations perspective, as MiFID II is introducing new KYC and investor protection requirements across firms’ operations […]

Advising the Mass Affluent: THE THREE CHALLENGES

There is a significant opportunity with the underserved segment in the Wealth Management landscape. Most commonly known as the Mass Affluent, in CEE Private or Premium segment. How much do you know about their characteristics? Do you know how to approach them? Is it worth to deal with them at all? Our latest white paper is seeking the answers to […]

Foolproof Wealth Management front-ends

Today User Experience is becoming the most crucial factor in software development. We at Dorsum believe that visuals and design are vital to the success of your Wealth Management software. But what does a good design and compelling visuals really mean in a financial software? Is it possible that a well-though-out system with outstanding functionality and superb features can further […]