We know the challenges the wealth management sector is facing
Decreasing Margins
decreasing

Assets under management have increased over the past 10 years, while the achieved average profit margin has decreased. This highlights that current business models need to transform. 

We develop new business models and assist wealth managers in intensifying and enhancing their transformational innovation efforts to successfully serve their clients.

 

Changing client expectations
changing

Adapting to the digital expectations of the new generations sets a real challenge for the Asset Management Sector.

We help utilize international best practices to make savings opportunities attractive and understandable for the new generation of investors.  

Growing competition
growing

More than 600 new fintech companies have appeared on the market in the past few years and many of them focus on the Investment, Wealth and Savings market. 

We believe that the key to success in the long run is successfully maintaining clients’ trust in investment management, while also creating end-to-end customer experience  

Success stories

We work with some of the most prestigious asset and wealth management companies in the CEE region, including private banking, wealth management and discretionary fund management services, thus, we have an up-to-date and market-driven view about the sector.  

Why can Dorsum offer more?
achievement
25 years in the wealth management industry

The professional expertise we have amassed over the decades in the investment, private banking and wealth management industry enables us to have a more in-depth understanding of these segments than traditional consulting firms.  We have accumulated a wide industry knowledge since 1996, providing IT solutions from core infrastructure developments to the latest fintech trends. Our uptodate view of the industry is based on the daily work with 80 different financial institutions. 

solutions
Solutions with implementation projects

Our software solutions are used by many of our partners in the investment services, private banking services and wealth management sector. Building on this knowledge, we provide consulting solutions that focus on the client’s real problems and are truly feasible. 

team
A team with decades of banking and innovation experience

Our diverse team consists of professionals with a background in the banking and wealth management sector. In addition to business experts, technology and UX specialists, designers and legal professionals specializing in the investment and asset management market also support our work. This enables us to see the full picture when assessing the challenges of your business, and empowers us to create clear and adaptable solutions. 

SOLUTIONS WE OFFER
Practical examples where we can support our partners
Business
Digitization of Premium and Private Banking services
Digitization of Premium and Private Banking services
Benefits:
Significantly more time for advisors to focus on their clients’ needs. Real-time information and KPI system at all levels. Higher customer experience and regulatory compliance.
Investment process tailored to the needs of the next generation
Investment process tailored to the needs of the next generation
Benefits:
Helps to understand the savers from these Generations. Contributes to customer acquisition and an increase in assets under management. Motivating, well-communicated quick-win projects can be identified.
generation y
Improvement of customer acquisition and retention
Improvement of customer acquisition and retention
Benefits:
Substantial and fast results in profitability. Significant improvement of costumer experience. Improvement in customer conversion and churn rate.
customer acqusition
Operation
Automation in securities settlement processes
Automation in securities settlement processes
Benefits:
Cost reduction by dissolving unnecessary manual processes. Easing the workload of the back-office staff, giving them more time for productive tasks. Perceptible improvement in customer services.
process automatization
Paperless processes
Paperless processes
Benefits:
Smoother and faster processes. More environmentally friendly operations. Easier communication with stakeholders.
paperless
Automation of internal communication
Automation of internal communication
Benefits:
Reducing phone and email communications. Simpler process traceability and reducing operation risk. Reducing errors and misunderstandings.
internal_communication
Technology
Digital channels
Digital channels
Benefits:
Addressing young investors with modern technology. Reducing the risk of wasting resources by choosing the right technology. Reducing long-term development cost.
blockchain
Personalized investment profiling by the power of AI
Personalized investment profiling by the power of AI
Benefits:
Effective use of banking data assets for product recommendations. Enhancing customer experience with more personalized suggestions. Improving customer awareness, customer education.
ai robot
IT infrastructure with Saas and cloud-based solutions
IT infrastructure with Saas and cloud-based solutions
Benefits:
Cost reduction by taking advantage of cloud-based opportunities. Faster and cheaper implementation projects. Better calculable IT costs based on usage and business performance.
saas_cloud
Our teams are experienced in the newest methodologies and can utilize the advantages of design thinking or agile framework to best fit your exact needs.
OUR PROCESS
We cover the whole value chain
objectives
Defining the objectives

We help your organization identify existing problems, find pain points, define business goals and align them with the international best practice solutions and digitization trends. 

lightning bulb
Suggested solution

Reflecting on the jointly identified problems, we work closely with our partners to develop our solution proposal. Building on these, we create quick-win solutions with narrow scopes and deliver an individualized and comprehensive transformation plan.

implementation
Implementation

Our projects do not stop at the planning phase. Following the approval of the solution proposal, we assist in the implementation of the solution, incorporate Dorsum’s decades of daily customer relationship experience.

Fischer Bálint
Bálint Fischer

Leading the Innovation Lab and the Consulting Business at Dorsum, Bálint has primarily focused his work on accelerating the digital transformation of the investment and asset management market and to continuously support Dorsum’s partners in this.  

He has accumulated his knowledge over the last 10 years from various management positions, focusing on investment services, treasury and fund management 

Key areas: capital and securities markets ● digital innovation and transformation ● business planning and strategy ● gotomarket strategy

Bálint Kummer
Bálint Kummer

As the Head of Product Development for Securities Account Management Systems Bálint is responsible for the creation of our new generation securities account management systems and for incorporating innovative solutions in the field of securities settlement 

He has been working in this industry for almost 20 yearsexcelling as the backoffice manager of some large banks and investment providers. 

Key areas: capital and securities market ● back-office automation ● corporate action and settlement processes ● custody processes ● institutional client management

Péter Sallai
Péter Sallai

As Dorsum’s Chief Technology Officer, Peter’s key focus area is finding and selecting the latest technologies, aligning them with the banking legacy systems, and exploiting the potential of innovative digital channels, to create business value for our partners through these.

He is responsible for the development of Dorsum’s complete, back-to-front software family, to provide the most advanced digital technology for all areas of the capital market.

Key areas: digital transformation ● digital channels ● cloud technologies ● IT strategy

György Somogyi
György Somogyi

Senior expert at the Innovation Lab and the Consulting Business at Dorsum, György has lead over a dozen consulting projects in process optimization, digitization and strategy making at a large number of clients.

A management consulting veteran of 7 years he has experience in a diverse array of solutions to client problems from concept creation to implementation projects delivering working tools.

Key areas: process optimization and automation ● innovation strategy ● business planning and strategy ● digital transformation

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