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Communicating ESG investments to customers – Dorsum’s article in the PIMFA Winter Journal

Our Deputy director of Business Development, György Somogyi contributed an insightful article to the latest issue of PIMFA’s long-running “Journal” series. You can download the article about communicating ESG investments to customers below, or read the whole issue online by clicking here. The Personal Investment Management and Financial Advice Association (PIMFA) is the UK’s leading […] Read more »

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 »

Dorsum recognized as the biggest bank-independent Fintech company in Hungary in Deloitte’s Central European Banking M&A Study

We’re proud to share that according to Deloitte’s 5th Central European Banking M&A study, Dorsum is the biggest bank-independent fintech in the country (based on revenue). This is no small feat, and it’s worth taking a moment to appreciate just how significant this achievement is. As a veteran in the industry of 25+ years, Dorsum […] Read more »

Attracting and retaining clients / Human Expert vs ChatGPT

The following article contains an excerpt from our upcoming blog series on how to attract and retain clients in wealth management. While researching the article we were interested to check what the latest advancement in AI would say on the subject. The result was interesting enough to play a little game. We invited our community […] Read more »

Dorsum wins “Most Innovative Fintech Solution” at Wealthbriefing SWISS 2023

Dorsum is proud to announce that our Wealth Portal product won “Most Innovative Fintech Solution” at the Wealthbriefing SWISS 2023 awards. Dorsum’s mission in Switzerland is to be the premiere partner of financial institutions in upgrading their client experience offerings. Winning this award is proof that Dorsum’s Wealth Portal is a great fit for the […] Read more »

Communicating ESG investments to customers – Dorsum’s article in the PIMFA Winter Journal

Our Deputy director of Business Development, György Somogyi contributed an insightful article to the latest issue of PIMFA’s long-running “Journal” series. You can download the article about communicating ESG investments to customers below, or read the whole issue online by clicking here. The Personal Investment Management and Financial Advice Association (PIMFA) is the UK’s leading […] Read more »

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 »

Attracting and retaining clients / Human Expert vs ChatGPT

The following article contains an excerpt from our upcoming blog series on how to attract and retain clients in wealth management. While researching the article we were interested to check what the latest advancement in AI would say on the subject. The result was interesting enough to play a little game. We invited our community […] Read more »

Women bring new perspectives to IT – Dorsum joins Fintech Sparks’ “Women in Finance” initiative

Like all IT companies, Dorsum is also struggling with the stereotype that software development is not for girls. Unfortunately, this prejudice is almost self-fulfilling, as there are plenty of capable young women for whom informatics never comes up as a career opportunity. Fortunately, progress can be felt slowly but surely: at our company, Ilona Nádoryné […] Read more »

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 »

Dorsum recognized as the biggest bank-independent Fintech company in Hungary in Deloitte’s Central European Banking M&A Study

We’re proud to share that according to Deloitte’s 5th Central European Banking M&A study, Dorsum is the biggest bank-independent fintech in the country (based on revenue). This is no small feat, and it’s worth taking a moment to appreciate just how significant this achievement is. As a veteran in the industry of 25+ years, Dorsum […] Read more »

Dorsum wins “Most Innovative Fintech Solution” at Wealthbriefing SWISS 2023

Dorsum is proud to announce that our Wealth Portal product won “Most Innovative Fintech Solution” at the Wealthbriefing SWISS 2023 awards. Dorsum’s mission in Switzerland is to be the premiere partner of financial institutions in upgrading their client experience offerings. Winning this award is proof that Dorsum’s Wealth Portal is a great fit for the […] Read more »

400+ SANDWICHES DELIVERED TO THOSE IN NEED BY DORSUM

Just before Christmas, we held our second Dorsum community program. With the help of 35 hard-working colleagues and the Budapest Bike Maffia, we managed to distribute hundreds of sandwiches to those in need. We made 400+ sandwiches, exceeding our set goal of 300 We used a total of 40 kg of bread, 20 kg of […] Read more »

Women bring new perspectives to IT – Dorsum joins Fintech Sparks’ “Women in Finance” initiative

Like all IT companies, Dorsum is also struggling with the stereotype that software development is not for girls. Unfortunately, this prejudice is almost self-fulfilling, as there are plenty of capable young women for whom informatics never comes up as a career opportunity. Fortunately, progress can be felt slowly but surely: at our company, Ilona Nádoryné […] Read more »

DORSUM CLUB BUDAPEST OCTOBER 17, 2022 – Cybersecurity, Blockchain and the state of innovative digitalisation

According to years of tradition, the annual autumn Dorsum Club was held at the Costes Downtown restaurant in the heart of Budapest. In the charming atmosphere we heard first about DORA (the Digital Operational Resilience Act), as told through an excellent presentation by our colleague, Péter Sallai. The main purpose of the Act is to […] Read more »

Dorsum at the 14th Richmond Finance Summit

Dorsum attended the 14th Richmond Finance Summit in Lausanne, Switzerland on 6-7th October. This unique event was designed for the key decision-makers and supplier companies of the wealth management and investment industry. Pre-scheduled one-to-one business meetings and an outstanding conference programme allowed participants to discover new trends and possibilities. The event was a great success […] Read more »

Dorsum is attending the Portfolio Future of Finance conference 2022

Dorsum is attending the Portfolio Future of Finance conference 2022, taking place on 18th October in Budapest. The topics of the event will cover questions like: How will banking, lending, insurance and asset management be in 5, 10, or 20 years? Fintech, insturtech, wealthtech: which innovations will determine our life? How can financial services be […] Read more »

EU Directives from a Capital Market Perspective

The European Union has set itself the goal of harmonising capital markets operating under the auspices of the Union and introducing uniform standards both in the area of securities settlement processes and in the area of corporate events. In our white paper, Dorsum’s experts provide an overview on how Clearing Houses and market participants providing […] Read more »

STARTER GUIDE TO ESG INVESTMENTS AND SFDR

ESG (Environmental, Social, Governance) investments (or sustainable investments, as they’re usually called) are becoming more and more popular, and so is their impact on the value of global investments. But many questions remain unanswered until the new SFDR regulation comes into force. In our e-book, Dorsum’s experts provide an overview on how you can best […] Read more »

NEOBANKS VS INCUMBENTS IN THE SHADOW OF COVID-19

  The neobank phenomenon had an effect on the entire sector, so the challenges investment service providers face cannot be understood by looking at them alone. In our White Paper, we take a closer look at how neobanks rose to prominence and then began to face increasingly serious problems that were brought into the spotlight […] Read more »

SURVIVAL GUIDE FOR CAPITAL MARKET PLAYERS

Download our new Survival guide for capital market players white paper! We examine the past, present and future of the securities market and investment service providers from the perspective of Fintech. HERE IS JUST A SMALL SAMPLE OF THE WHITE PAPER’S CONCLUSIONS: Capital market players who do not continuously invest in IT will face a devastating lag behind other ‘competitors’. It […] Read more »

REMOTE SERVICES IN WEALTH MANAGEMENT

Download our White Paper: Remote services in wealth management – 5 essential areas to focus on in an isolated, digital only world In our new paper we examined the necessity of having to offer traditional services remotely, focusing on five key elements of digitization in a remote service world. KEY TAKE-AWAYS OF OUR WHITE PAPER: Between 2008 and 2018, […] Read more »

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 »

400+ SANDWICHES DELIVERED TO THOSE IN NEED BY DORSUM

Just before Christmas, we held our second Dorsum community program. With the help of 35 hard-working colleagues and the Budapest Bike Maffia, we managed to distribute hundreds of sandwiches to those in need. We made 400+ sandwiches, exceeding our set goal of 300 We used a total of 40 kg of bread, 20 kg of […] Read more »

Intuitive ESG metrics as your new USP – on demand webinar

See actionable insights from Refinitiv’s data experts and Dorsum’s latest client project presented by Barnabás Ács (Refinitiv) and Dániel Varga (Dorsum). In just 30 minutes you will learn: From Refinitiv: ✔ Is an ESG score enough to assess a company’s sustainability performance? ✔ How to quickly assess portfolios and companies? ✔ What does digitalisation offer when it comes to ESG data? ✔ Is […] Read more »

Does ESG investing mean lower risk?

We have already examined ESG & SFDR topics from many angles. This autumn, our next ESG related blog posts will discuss the connection between risk and ESG investing. We have already examined ESG & SFDR topics from many angles. This autumn, our next ESG related blog posts will discuss the connection between risk and ESG investing. Read more »

SDR Regulation – Settlement Discipline in the EU

In our white paper last year, we explained the history of custodian banks, the differences between the Custody and Global Securities Services businesses, the evolution of securities markets, how they have been shaped by client requirements, local market and then international and EU regulations, and how IT and Fintech firms fit into this bloodstream. Read more »

EU Directives from a Capital Market Perspective

The European Union has set itself the goal of harmonising capital markets operating under the auspices of the Union and introducing uniform standards both in the area of securities settlement processes and in the area of corporate events. In our white paper, Dorsum’s experts provide an overview on how Clearing Houses and market participants providing […] Read more »

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)