Key insights and surprising findings from Dorsum’s ‘Sarasin Client Portal’ reveal event (COO briefing, London)

On 26th May, Dorsum held its first own event in the UK together with Owen James, who seeks to provide a platform for strategic engagement: an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry.

The theme of the joint event covered “The Future of Digital Wealth Management”. Dorsum and its first UK strategic partner, Sarasin & Partners revealed industry-wide insights along with first-hand impressions and real-life experiences on using a portal to propel growth based on their recently launched joint success project, the Sarasin Client Portal.

Check out the interviews below to learn more about

  • The state of digital adoption in the banking industry
  • Increasing demand for client portals in the UK
  • What to focus on when developing a portal
  • Using portals for new client acquisitions
  • Fulfilling regulatory requirements
  • Dorsum’s key role as a strategic partner
  • Challenges of a remote implementation project
  • Additional surprising findings

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