Dorsum’s newest project, the Sarasin Client Portal has been shortlisted for the Banking Technology Awards

Dorsum is delighted to announce that the company’s newest project, Wealth Portal (Sarasin Client Portal) implemented for Sarasin & Partners LLP has been shortlisted for the Banking Technology Awards in the Best Use of IT in Private Banking/Wealth Management category.

The Banking Tech Awards recognise excellence and innovation in the use of IT in financial services worldwide, and the people who make it happen. 2022 will be the 23rd year for these prestigious awards.

For banks and financial institutions, winning a Banking Tech Award showcases the value of their technology investments and showcases their skills, commitment, creativity and execution. For software providers, a Banking Tech Award is a valuable recognition of the company’s products and services. For individuals and teams, a Banking Tech Award is a prized acknowledgement of their skills, leadership, vision, inspiration and dedication to the industry’s betterment.

The Sarasin Client Portal is a unique and outstanding innovation in its market, the British wealth management environment. Not only is it an online portal through which clients can check all the information and data of the composition and performance of their investment portfolio, but also a platform for digital communication.

The main goal of the project was to provide a cutting-edge digital solution to the affluent clientele, enabling Sarasin & Partners to become a market leader in digital services offered to their clients. The product goes beyond portfolio management and includes instant, two-way communication tools, suitability assessment, sustainable investment (ESG) solutions and behavioral analysis algorithms.

The Banking Tech Awards are owned and produced by FinTech Futures, the definitive source of news and analysis of the global fintech sector. The 2022 awards ceremony will take place on 1st December 2022 at the Royal Lancaster Hotel, London.

 

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