BUILDING YOUR FUTURE WEALTH MANAGEMENT SOLUTION VOLUME I

white paper -esg

Setting up a client-centric investment ecosystem

KEY TAKE-AWAYS:

  • Only 25% of wealth management firms offer digital channels.
  • 80% of clients believe some kind of a hybrid advisory would be optimal.
  • 48% of mobile app users made purchases after receiving a push notification.
  • 50% of global workforce will be made up of millennials by 2020.

If you would like to learn more download the first part of our two-volume White Paper on Building your future wealth management solution – Setting up a client-centric investment ecosystem!

Interested in our white paper?

Fill out the form below and download it now!

Dorsum is proud to benefit from the European Commission’s Brexit Adjusment Reserve.
Learn more about our project aimed at aligning our Wealth Management Suite to the UK market. (Hungarian content)

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