Blog

The importance of digitalization and automated solutions in wealth management is self-evident for all providers – but there is still a wide gap between what clients expect and receive. While 69% of HNWIs are using online or mobile banking, only 25% of wealth management firms offer digital channels for their clients beyond email or phone. […]

Hype around the SaaS operating model has been intensifying spectacularly in the last 15 years. The then revolutionary approach, first taken on a global scale by Salesforce[1], has grown at double digit rates between 2015 and 2019[2]. The referenced whitepaper from Cisco further states that by 2020, 74% of application workloads will be SaaS-based. It […]

Have you checked on your sales quotas lately? Are you on track to meet your goals by the end of the year? If so, congratulations! If not, well… read on and see if we can help you out. By now the benefits of launching a simple chatbot pilot program are well known but let me […]

At Dorsum, future-oriented thinking has always been a key principle. With our bi-annual white papers, we are constantly working on monitoring current and potential future trends in terms of digitalization of the investment and wealth management domain and providing an overview on which way this market is headed. We believe our client should be effortlessly […]

Once again Dorsum attended the Money2020 event for a discussion about the future of the financial and wealth management industry.

+1 Who doesn’t enjoy a good game? Games are no laughing matter when it comes to money (investments and savings), in fact, they are serious business. Banks believe that games or more precisely, gamification (that is, the use of engaging gaming mechanisms to modify the behavior of individuals) will lead to improved investor loyalty and […]

Wealth Managers often strugle how to use chatbots, our blog article summarizes the most important tips on how to and why implement a chatbot.

Back in 2006, Time magazine named “You” as its Person of the Year, in recognition of the rise in user-generated content created by individuals, ultimately changing the commercial world.[1] But how are individuals treated? Did the supremacy of the individual gather momentum? By definition, personalization involves tailoring products or services to accommodate specific individuals or […]

Dorsum summarizes our way to the Finovate Europe 2019 event and how we won the Best of Show award with our My Wealth solution.

At the Finovate Europe event Dorsum will hold a demo show about its My Wealth solution and its most important feature the Easy Invest function.

The advanced technologies in investment services caused particular attention in the field of investor protection. Read the Dorsum blog and see how.

Dorsum participated at the biggest FinTech event in Europe, the Money20/20 conference in Amsterdam to officially launch our newest product, My Wealth.

GDPR means stricter procedures and more frequent communication with persons whose data they use for doing business . It all sounds like additional projects and money and effort spent but are there any benefits for those institutions affected by GDPR and can this regulation be treated as opportunity?

The constantly superb digital customer experience becomes more and more important in this fast changing environment. Wealth Managers have to pay attention to provide a digital experience in every stage of the customers’ journey.

On January 3rd MiFID II has entered into force and as one of the novelties, the explicit ex-ante disclosure of all costs & charges in connection with a transaction is from now on a must.

The blog will offer a platform for professional conversation about topics such as robo-advisory, MIFID 2 regulation, disruptive technologies, machine learning, hybrid advisory, trends relating the mass affluent segment and the latest innovations of the FinTech world.