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Dorsum Recognized as One of Hungary’s Best Managed Companies by Deloitte
Dorsum Recognized as One of Hungary’s Best Managed Companies by Deloitte
I don’t believe in one-person leadership. Strength lies in teamwork. (Interview with Mariann Mészáros, CEO of Dorsum Zrt)
I don’t believe in one-person leadership. Strength lies in teamwork. (Interview with Mariann Mészáros, CEO of Dorsum Zrt)
Why 70% of Digital Transformations in Finance Fail – And How to Succeed
Why 70% of Digital Transformations in Finance Fail – And How to Succeed
The blueprint to mastering wealth management onboarding through a tailored client journey
The blueprint to mastering wealth management onboarding through a tailored client journey
Roadmap for Crypto Asset Services for Traditional Banks
Roadmap for Crypto Asset Services for Traditional Banks
Banking opportunities in cryptocurrencies – Insights from experience
Banking opportunities in cryptocurrencies – Insights from experience

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Modernizing the Invisible Core: How Digital Transformation Is Reshaping the Investment Industry

Modernizing the Invisible Core: How Digital Transformation Is Reshaping the Investment Industry

In the financial world, the systems that matter most are often the ones nobody sees. Behind the polished interfaces of mobile banking and digital investment platforms lie complex back‑office engines that ensure transactions, portfolios, and processes run smoothly every single day. But as technology evolves, these hidden systems—many designed decades ago—are reaching a breaking point. […] Read more »
A Market Under Construction: Romanian Wealth Management Between Growing Demand and Financial Education

A Market Under Construction: Romanian Wealth Management Between Growing Demand and Financial Education

Romania is beginning to rethink its relationship with money—but it is doing so gradually, cautiously, and unevenly. After years in which “saving” meant little more than bank deposits or real estate acquisitions, a growing number of Romanians are taking their first steps toward structured portfolios, professional asset management, and long‑term financial planning. The transition is […] Read more »
How to ensure your digital transformation doesn’t fail

How to ensure your digital transformation doesn’t fail

Digital transformation doesn’t have to be painful — but it does have to be clear. Our colleague Hannah Buckle shares sharp insights in her latest feature for IFA Magazine — a must‑read for anyone navigating modernisation in wealth management. Hannah Buckle, head of UK sales at Dorsum, outlines how digital transformation in wealth management depends on clear […] Read more »
When the Back Office Rewrites the Future Why won’t relying on legacy systems be enough for the next decade?

When the Back Office Rewrites the Future Why won’t relying on legacy systems be enough for the next decade?

The investment services industry—banks, brokerage firms, custodians, and asset managers—is facing mounting pressure: transaction volumes are soaring, portfolios are becoming more complex, regulations are tightening, and clients demand faster settlements and personalized reporting. Traditional systems, built on complex architectures and partially manual processes, simply can’t keep pace. They slow operations, increase the risk of errors, […] Read more »
“AI and fintech won’t destroy banks. It will transform them into something better”

“AI and fintech won’t destroy banks. It will transform them into something better”

(The original interview was published in Croatian in Dnevnik.hr) The financial sector is undergoing one of the most transformative periods in its history. Driven by rapid technological innovation, the rise of fintech has reshaped how banks operate, how customers interact with financial services, and how regulators approach an increasingly digital marketplace. Traditional institutions are accelerating […] Read more »
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Modernizing the Invisible Core: How Digital Transformation Is Reshaping the Investment Industry

Modernizing the Invisible Core: How Digital Transformation Is Reshaping the Investment Industry

In the financial world, the systems that matter most are often the ones nobody sees. Behind the polished interfaces of mobile banking and digital investment platforms lie complex back‑office engines that ensure transactions, portfolios, and processes run smoothly every single day. But as technology evolves, these hidden systems—many designed decades ago—are reaching a breaking point. […] Read more »
A Market Under Construction: Romanian Wealth Management Between Growing Demand and Financial Education

A Market Under Construction: Romanian Wealth Management Between Growing Demand and Financial Education

Romania is beginning to rethink its relationship with money—but it is doing so gradually, cautiously, and unevenly. After years in which “saving” meant little more than bank deposits or real estate acquisitions, a growing number of Romanians are taking their first steps toward structured portfolios, professional asset management, and long‑term financial planning. The transition is […] Read more »
How to ensure your digital transformation doesn’t fail

How to ensure your digital transformation doesn’t fail

Digital transformation doesn’t have to be painful — but it does have to be clear. Our colleague Hannah Buckle shares sharp insights in her latest feature for IFA Magazine — a must‑read for anyone navigating modernisation in wealth management. Hannah Buckle, head of UK sales at Dorsum, outlines how digital transformation in wealth management depends on clear […] Read more »
When the Back Office Rewrites the Future Why won’t relying on legacy systems be enough for the next decade?

When the Back Office Rewrites the Future Why won’t relying on legacy systems be enough for the next decade?

The investment services industry—banks, brokerage firms, custodians, and asset managers—is facing mounting pressure: transaction volumes are soaring, portfolios are becoming more complex, regulations are tightening, and clients demand faster settlements and personalized reporting. Traditional systems, built on complex architectures and partially manual processes, simply can’t keep pace. They slow operations, increase the risk of errors, […] Read more »
“AI and fintech won’t destroy banks. It will transform them into something better”

“AI and fintech won’t destroy banks. It will transform them into something better”

(The original interview was published in Croatian in Dnevnik.hr) The financial sector is undergoing one of the most transformative periods in its history. Driven by rapid technological innovation, the rise of fintech has reshaped how banks operate, how customers interact with financial services, and how regulators approach an increasingly digital marketplace. Traditional institutions are accelerating […] Read more »
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I don’t believe in one-person leadership. Strength lies in teamwork. (Interview with Mariann Mészáros, CEO of Dorsum Zrt)

I don’t believe in one-person leadership. Strength lies in teamwork. (Interview with Mariann Mészáros, CEO of Dorsum Zrt)

For the HUN version, please visit Bridge Budapest website: „Egyáltalán nem hiszek az egyszemélyes vezetésben. Az erő a csapatmunkában van” – Bridge Business “I don’t believe in one-person leadership. Strength lies in teamwork.” The members of the Bridge Leadership Community care about what they leave behind. They act based on values and with a long-term vision, […] Read more »
Celebrating International Women’s Day 2025 at Dorsum

Celebrating International Women’s Day 2025 at Dorsum

At Dorsum, we have always been proud supporters of International Women’s Day, actively participating in initiatives like #BreakTheBias, #EmbraceEquity, and #InspireInclusion. As we celebrate IWD 2025, we reaffirm our commitment to fostering a more inclusive and diverse environment in the world of investing and digital software development. Women play an essential role in every aspect […] Read more »
RE-BUSINESS podcast – “What you invest today won’t materialize tomorrow, but it is still essential”

RE-BUSINESS podcast – “What you invest today won’t materialize tomorrow, but it is still essential”

“Nine out of ten leaders see that they have a role and responsibility in shaping the future. At Bridge Budapest, we seek out those leaders who turn this realization into action.” Anyone familiar with Dorsum will understand why Bridge Budapest’s strong commitment resonates with our management. We are also constantly working to ensure that big […] Read more »
Dorsum is among the ‘Best Managed Companies’ for the third time

Dorsum is among the ‘Best Managed Companies’ for the third time

The first time is special. The second is an unexpected joy. The third… business as usual? While some things may follow that pattern, when it comes to Deloitte Private’s “Best Managed Companies” award, there’s no “BAU” here. This year, once again, it took serious preparation and exhaustive yet thought-provoking workshops to produce the application that […] Read more »
Dorsum on DLT Pilot Regime

Dorsum on DLT Pilot Regime

The European Union’s DLT Pilot Regime, which came into effect nearly a year ago, enables the issuance and trading of securities in tokenized form through a distributed ledger technology (DLT) based registry system. Due to its pilot nature, the regulation creates a regulatory sandbox environment at the European level, aiming to promote the widespread adoption […] Read more »
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Dorsum Recognized as One of Hungary’s Best Managed Companies by Deloitte

Dorsum Recognized as One of Hungary’s Best Managed Companies by Deloitte

We are proud to announce that Dorsum has been named one of Hungary’s Best Managed Companies in Deloitte’s prestigious business mentoring program. This recognition is a testament to our unwavering commitment to excellence, innovation, and the values that drive our mission forward. About the Award The Best Managed Companies program, launched by Deloitte and now active in over […] Read more »
Addressing the Future of Financial Advisory: Insights from the Owen James Event (A Meeting of Minds – Advisory Distributors, June 2024)

Addressing the Future of Financial Advisory: Insights from the Owen James Event (A Meeting of Minds – Advisory Distributors, June 2024)

Our colleagues facilitated a roundtable discussion at the Meeting of Minds Advisory Distributors Owen James event, that focused on the evolving landscape of the UK independent financial advisory (IFA) profession. The session highlighted two critical topics: 1) the aging advisor workforce and 2) current client-side wealth-transfer trends. We offered innovative solutions to these pressing challenges, […] Read more »
Highlights from our Blockchain status report, featuring János Pereczes (MBH), Péter Fáykiss (MNB), Bálint Fischer (Dorsum) and Péter Kanti (Dorsum)

Highlights from our Blockchain status report, featuring János Pereczes (MBH), Péter Fáykiss (MNB), Bálint Fischer (Dorsum) and Péter Kanti (Dorsum)

The following are some of the highlights from our recent Blockchain status report webinar, organised in partnership with the Cubix Institute of Technology. You can check out the entire webinar embedded (in Hungarian), or read the highlights of our panelists’ comments in English below. We hope you’ll find the conversation enlightening.   INTRODUCTION János Pereczes: […] Read more »
“THE GREAT BROKERAGE DUEL” AT THIS NOVEMBER’S DORSUM CLUB

“THE GREAT BROKERAGE DUEL” AT THIS NOVEMBER’S DORSUM CLUB

Today, the competition between traditional and disruptor financial institutions engages the entire world, sometimes even sparking fights for customers. The Dorsum Club is an event with a longstanding tradition where domestic investment advisors and service providers can freely exchange ideas in a friendly atmosphere. The November edition of the event featured a panel discussion titled […] Read more »
One month, three Owen James conferences

One month, three Owen James conferences

This November has been filled with many exciting Owen James events. We had the opportunity to participate in three different ones, two in London and one in Zürich. Dorsum was represented at these conferences by Bálint Fischer (Chief Business Development Officer), Éva Adravetz-Kadocsa (Head of International Sales), Gergely Csorba (Head of Marketing), György Somogyi (Deputy […] Read more »
Dorsum at Banking Technology 2023

Dorsum at Banking Technology 2023

We had the chance to be part of the prestigious Portfolio Banking Technology 2023 event last week. It was a unique opportunity to meet and talk with the greatest minds in this sector and share our understanding and points of view, contributing to the success of the event. Bálint Fischer, our CBDO held a presentation […] Read more »
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T+1 settlement guide

T+1 settlement guide

The transition to a T+1 securities settlement cycle will come into effect in the European Union capital markets on October 11, 2027. With the introduction of the T+1 settlement cycle, securities admitted to trading venues will be settled within one business day, compared to the current two-business-day cycle. The main drivers of the change are […] Read more »
T+1 elszámolási kisokos

T+1 elszámolási kisokos

The transition to a T+1 securities settlement cycle will come into effect in the European Union capital markets on October 11, 2027. With the introduction of the T+1 settlement cycle, securities admitted to trading venues will be settled within one business day, compared to the current two-business-day cycle. The main drivers of the change are […] Read more »
ATTRACTING AND RETAINING CLIENTS – How to keep up the pace? How to retain your clients? How to gain new clients?

ATTRACTING AND RETAINING CLIENTS – How to keep up the pace? How to retain your clients? How to gain new clients?

We have collected our blog series on Attracting and Retaining Clients into a single white paper, with our key take-aways highlighted for your convenience such as the TOP reasons clients leave their advisors: • 61% left because their advisor didn’t promptly return phone calls • 53% left because the adviswr wasn’t proactive enough about reaching […] Read more »
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Celebrating International Women’s Day 2025 at Dorsum

Celebrating International Women’s Day 2025 at Dorsum

At Dorsum, we have always been proud supporters of International Women’s Day, actively participating in initiatives like #BreakTheBias, #EmbraceEquity, and #InspireInclusion. As we celebrate IWD 2025, we reaffirm our commitment to fostering a more inclusive and diverse environment in the world of investing and digital software development. Women play an essential role in every aspect […] Read more »
What does inclusion inspire in the women of Dorsum? #IWD2024 #InspireInclusion

What does inclusion inspire in the women of Dorsum? #IWD2024 #InspireInclusion

The campaign theme for this year’s International Women’s Day is „Inspire Inclusion”. Normally, when writing an article about International Women’s Day, our Communications Team thinks about how the theme applies to Dorsum and share general thoughts on the subject in an impartial voice. This year however, the theme inspired us, to include 😉 as many […] Read more »
Dorsum at the Portfolio Future of Finance Conference 2023

Dorsum at the Portfolio Future of Finance Conference 2023

Dorsum has participated in the Portfolio Future of Finance 2023 conference. This conference provides a great opportunity for the most important players in the financing, insurance and asset management industries, as well as the IT sector and the payment processing industry to meet and talk. We had the opportunity to speak about our award-winning ESG […] Read more »
Dorsum ESG Direct – On-demand webinar

Dorsum ESG Direct – On-demand webinar

Watch our Dorsum ESG Direct webinar to see how our company helps financial advisers fit ESG investing steps into the their advisory workflow from data gathering to automated sustainable investment recommendations to regulatory compliance. In 30 minutes you will learn about ESG client profiling with customizable questionnaire Regulatory product classification for investment products Client satisfaction […] Read more »
Dorsum supports #embraceequity on International Women’s Day 2023

Dorsum supports #embraceequity on International Women’s Day 2023

International Women’s Day 2023 is a day to celebrate the achievements of women around the world and to continue the fight for gender equality and equity. This year, the #embraceequity initiative is shining a spotlight on why equal opportunities aren’t enough for measurable progress. Since everyone has different opportunities and different backgrounds, true inclusion requires […] Read more »
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T+1 settlement guide

T+1 settlement guide

The transition to a T+1 securities settlement cycle will come into effect in the European Union capital markets on October 11, 2027. With the introduction of the T+1 settlement cycle, securities admitted to trading venues will be settled within one business day, compared to the current two-business-day cycle. The main drivers of the change are […] Read more »
Bridging the gap between DeFi and TradFi – Latest trends

Bridging the gap between DeFi and TradFi – Latest trends

The fintech sector is significantly growing, thanks to regulatory changes in the EU and the US. Blockchain and cryptocurrency adoption are growing among market players, reforming investments and payments. Once viewed as alternatives to traditional finance, these assets are now being integrated as their potential and regulatory backing grow. 1) Stablecoins as payment infrastructure Major […] Read more »
T+1 elszámolási kisokos

T+1 elszámolási kisokos

The transition to a T+1 securities settlement cycle will come into effect in the European Union capital markets on October 11, 2027. With the introduction of the T+1 settlement cycle, securities admitted to trading venues will be settled within one business day, compared to the current two-business-day cycle. The main drivers of the change are […] Read more »
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Dorsum is proud to benefit from the European Commission’s Brexit Adjusment Reserve.
Learn more about our project aimed at aligning our Wealth Management Suite to the UK market. (Hungarian content)

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