The XYZ guide to investments – Fintech Finance article with Dorsum


Dorsum and our story were featured by Fintech Finance. In the September issue of the magazine Imre Rokob, Managing Director and Bálint Fischer, Head of Innovation were talking about the expectations of the next generation of customers, generation X and Y, who are on a fast march along the road to riches among with Generation Z. But this new generation of clients expect different approaches in wealth management which banking firms shall take into consideration while creating their new offers. Dorsum has a new approach, called hybrid advisory model which creates an ideal way to digitally and personally connect advisors with their customers.

Read the whole article and learn more about the approach we, at Dorsum suggest.

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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)