At this event, Dorsum presented its Client Portal to the Swiss audience in Zurich, organized by F10. Sarasin & Partners LLP, a wealth management company based in London has been invited as a guest speaker.
The evening kicked off with Hadley Simons, COO for Client Affairs, and Thomas Morley, Programme Manager introducing Sarasin & Partners, a leading specialist investment management company, which manages assets of £18,6 billion.
In their presentation Hadley & Thomas discussed what drove the demand for a new client portal in their case.
The project’s phase one is now live, which benefited Sarasin with a high increase in client engagement and insights into client behavior through user interactions with the portal. As an added benefit, the portal’s paperless communication features contribute to the company’s sustainability goals while adhering to relevant requirements on consumer duty.
Afterwards, Ákos Szalay, Head of Product – Wealth Portal presented Dorsum’s approach to the Sarasin Client Portal Project;
According to Sarasin & Partners, managing a good relationship with Dorsum is based on strong governance, growing track record of delivery success, and finally, trust.
We wish to thank the Ministry of Foreign Affairs for their support with the event.