This year Dorsum will be premiering its new Wealth Management Communication HUB (Wealth Connect) on stage. The HUB has been designed to answer the number one request from our biggest wealth management provider partners in the past years: the need for a secure, real-time customer engagement channel. This newest member of Dorsum’s wealth management software family will connect advisors to clients by forming a bridge between Dorsum’s multiple award winning applications: the Wealth Platform, the client-facing My Wealth (Wealth Portal), powered by the chat engine of Botboarding.
The application builds trust between Bank and Customer, by helping advisors to remain accessible, respond promptly to enquiries and acknowledge the client’s desired involvement in decision-making. It also allows for automated notification sending based on robo-advisory principals (such as warnings or alerts generated by client portfolio changes, upcoming maturity dates, or profit and loss calculations).
Be sure to check back for all the details after our demo!
In the meantime, our team is getting ready to put together another entertaining show, bringing our trademark mix of professionalism, innovation and sense of fun to the event. Narration duties and the role of the client will be handled by Dorsum’s senior innovation experts, while the advisor will once again be portrayed by Dorsum’s Director of Business Development, Imre Rokob.
Last year we had on-stage singing and cheeky animated educational content with happy bunnies to lighten up the stage… What will this year bring? We’re not telling yet, but there might be a custom-made suit involved… Stay tuned!
Our presenters will once again demonstrate an innovative, cost-effective solution to a real-life problem, this time focusing on the need of financial institutions having to reach an ever-growing number of mass-affluent clients with digital private banking products. We aim to demonstrate that the special personal touch that private banking clients always valued can be preserved and expanded on in the digital age, where a single advisor must deal with hundreds of valued clients every day.
We hope to see you at Finovate Europe 2020 in Berlin. We promise, you won’t be disappointed!