Dorsum is attending the WealthTech Matters – The Adviser conference

wealthtech matters

Dorsum is attending the WealthTech Matters – The Adviser conference which was created by the collaboration of Owen James and The Wealth Mosaic for key decision makers from the Private Wealth industry. The event, taking place on 14th June, will focus on how Wealth Management firms are challenged by multiple themes but also have significant opportunities available to them. Attendees can learn what role technology must play here. Ákos Szalay, Product Owner – Wealth Portal will showcase how can we create a holistic online relationship with the clients as well share key findings about communication preferences between clients and advisers, including automated chats with bots, citing Hungarian language versions as an example of the importance of having multiple languages for a bot when dealing with a large international client base (as part of tender 2018-1.1.2-KFI-2018-00006, “Hungarian language recognition, comprehension and reproduction as a chatbot service on multiple platforms”).

 

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Project 2018-1.1.2-KFI-2018-00006 has been realised with the support of the Ministery of Innovation and Technology’s Research and Innovation Fund, through the 2018-1.1.2-KFI tender programme.

 

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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)