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(Hungarian content)

SUSTAINABILITY IN WEALTH MANAGEMENT PART III. – SUCCESSFUL TRANSFORMATION THROUGH SFDR AND THE PROMOTION OF ESG PRODUCTS

Kattintson ide a magyar verzióért.

Our Wealth Platform product supporting investment advice was launched around the same time when the challenging MiFID 2 legislation emerged. The complexity of the regulation no longer allowed our Clients to feel assured of full compliance without complex software solutions to support the work of their investment advisers. In response to this market demand and expectation, we have created the Client Meeting workflow in our Platform, which ensures that our Partners can serve their clients while staying fully compliant during each client meeting. 

With the implementation of the SFDR and the rise of ESG products, investment service providers may feel that they are in a similar situation as when MiFID 2 was introduced. Although the SFDR legislation is less comprehensive and complex, its numerous articles are still uncertain, the detailed technical rules (RTS) have not yet been approved, well-established market practices are lacking, and market data providers have not yet been selected at many companies. 

We know that a significant part of our personal success depends on the success of our Partners, so just as we were during the MiFID 2 implementation, we are ready to proactively support the market in successfully meeting new challenges and beyond that to promote their ESG products and transform their investment advice process. Our support is based on three pillars: 

  • We hold workshops with our partners: We discuss the parts of the legislation related to investment advice and determine together which software functions would help them the most. 
  • Gather best practice solutions: We have numerous customers in the region, therefore we have the opportunity to see how the market is responding to the growing demand for ESG products and new legislation. We are ready to share our accumulated knowledge with our partners to support their operations. 
  • We develop new ESG / SFDR modules and features: Utilising our investment software development background and business teams with significant market experience, we develop new features in our products that support our partners not only in complying with SFDR legislation but also in promoting ESG-based investments. 

With a few adjustments and quick developments in our Wealth Management advisory platform we can greatly advance compliance with SFDR and more actively shift customer conversations towards ESG-based investment products. 

  • Client Meeting workflow: By creating a dedicated sustainability step, advisors can see all the mandatory information to be presented in one place, such as integrating sustainability risks or information on ESG ratings of recommended products. In addition, the level of sustainability of the client portfolio and its change after rebalancing can be visualized as well. 
  • Customer Profiling: Similar to our suitability and appropriateness tests, a new questionnaire can be created to measure customers’ openness to sustainable investments. This allows our partners to promote their existing ESG products and increase their customer satisfaction with more fitting product offerings. 
  • Product sheets: On the product page of each investment product we can show what ESG rating the product has, what risks are associated with it, to whom it is recommended, etc. 
  • Reporting: The generated documents to be submitted at the end of the advisory process can also indicate how the composition of the portfolio has changed according to ESG and what suitability and SFDR-related information was provided during the meeting. 

We believe that the new legislation and the growing customer demand for sustainability hold not only a challenge but also an opportunity for market participants. In order to turn this opportunity into successful customer relationships, we are ready to support our partners in all areas, both in complying with the law and in improving the quality of their customer service. 

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Every good business relationship starts with a single step!

Martina Bagarić Maršić

Head of Business Development CEE Region

Martina doesn’t believe in transactional sales — she builds business ecosystems based on genuine partnership. With over 15 years in the industry, she consciously steps away from aggressive tactics, championing an “ethical sales” approach instead. For her, building transparency and trust is the absolute core of any business relationship. A secret introvert, she relies on a quiet hour of morning routine to recharge her inner peace, ensuring she can give her absolute best to her clients all day.

Her superpower? 
Reading the room. She instantly decodes true needs, so clients feel like partners, not just transactions.

What won’t she do? 
Parachute jump. She will gladly help redesign your business strategy or share practical life advice, but she will never jump out of a perfectly good airplane.

Kadra Aden

Head of UK Product

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Her superpower? 
The Strategic “No.” She isn’t afraid to kill a weak feature to save the product vision.

What won’t she do? 
Sit still or sing. She works from a treadmill desk to keep moving, but hand her a karaoke mic, and she’ll clear the room instantly.

Hannah Buckle

Head of UK Sales

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Her superpower? 
Relentless persistence. She never gives up on a problem, bringing a fun, conversational vibe to even the toughest business challenges.

What won’t she do? 
Use clinical buzzwords. She solves complex tech puzzles daily, but happily leaves words like “diagnostic” to the Apple Store.

Szilvia Kovácsné Szántai

HR director

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Her superpower? 
Reading the room. She instantly tunes into group dynamics, sensing hidden tensions in a meeting long before anyone says a word.

What won’t she do? 
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Péter Sallai

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His superpower? 
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What won’t he do? 
Predict the lottery. He will happily predict future tech trends, but please don’t ask him about the winning numbers.

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His superpower? 
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What won’t he do? 
Settle for “just working.” He strictly separates functioning from functioning well, and flat-out refuses to compromise.

Magdolna Pánczél

Country Manager

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Her superpower? 
Contextual empathy. She instantly tunes into the unique mindset of any new client or culture, finding the exact common ground to build trust.

What won’t she do? 
Stay home on a weekend. After a highly disciplined workweek, she absolutely refuses to sit still on a Saturday.

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His superpower? 
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What won’t he do? 
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His superpower? 
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What won’t he do? 
Accept “because we’ve always done it this way”
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What won’t he do? 
Ask “is there another way?”. He simply creates one, even if he must build the bridge himself.

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Her superpower? 
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What won’t she do? 
Play the lonely hero. Lone wolves look cool in movies, but in business, they just get tired.