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Get a head start on Consumer Duty With Dorsum’s Wealth Portal
Get a head start on Consumer Duty With Dorsum’s Wealth Portal
Dorsum recognized as the biggest bank-independent Fintech company in Hungary in Deloitte’s Central European Banking M&A Study
Dorsum recognized as the biggest bank-independent Fintech company in Hungary in Deloitte’s Central European Banking M&A Study
Dorsum wins “Most Innovative Fintech Solution” at Wealthbriefing SWISS 2023
Dorsum wins “Most Innovative Fintech Solution” at Wealthbriefing SWISS 2023
The importance of client portals for enhanced service and business growth
The importance of client portals for enhanced service and business growth

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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 »
Onboarding in Dorsum’s Wealth Portal

Onboarding in Dorsum’s Wealth Portal

Onboarding and KYC requirements in Wealth Management are so extensive and rigorous that digital tools simply cannot speed up or simplify the onboarding process as substantially as they are able to in retail banking implementations. With Wealth Portal, we focused instead on increasing efficiency, convenience and flexibility both for clients and advisors. Check out our […] Read more »
Cryptocurrencies, MiCA, blockchain, and tokenized securities – A joint interview with MBH Bank on portfolio.hu

Cryptocurrencies, MiCA, blockchain, and tokenized securities – A joint interview with MBH Bank on portfolio.hu

The following interview was originally published in Hungarian on portfolio.hu. “Blockchain is breaking into banks, the ostrich policy no longer works MBH Bank has established a dedicated strategy to harness the opportunities presented by blockchain technology, as the moment may come when blockchain becomes mainstream and achieves a breakthrough similar to the generative AI technology […] Read more »
Corvinus Research Week – Joint presentation by Dorsum, Corvinus University and Net Media about project 2018-1.3.1-VKE-2018-00007

Corvinus Research Week – Joint presentation by Dorsum, Corvinus University and Net Media about project 2018-1.3.1-VKE-2018-00007

Our CTO, Peter Sallai, participated in the Corvinus Research Week event held by Corvinus University in June. He gave a presentation about the role of Dorsum in the project 2018-1.3.1-VKE-2018-00007, highlighting our joint achievements with Corvinus and Net Média Ltd. The goal of the project was to develop a widely accessible, complex automated service that […] Read more »
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Cryptocurrencies, MiCA, blockchain, and tokenized securities – A joint interview with MBH Bank on portfolio.hu

Cryptocurrencies, MiCA, blockchain, and tokenized securities – A joint interview with MBH Bank on portfolio.hu

The following interview was originally published in Hungarian on portfolio.hu. “Blockchain is breaking into banks, the ostrich policy no longer works MBH Bank has established a dedicated strategy to harness the opportunities presented by blockchain technology, as the moment may come when blockchain becomes mainstream and achieves a breakthrough similar to the generative AI technology […] Read more »
Digital Assets, Business Consulting and strategic partnerships – Dorsum Club Spring, 2023

Digital Assets, Business Consulting and strategic partnerships – Dorsum Club Spring, 2023

Our first Dorsum Club of 2023 once again took place at Costes Downtown and as usual, we brought together Dorsum colleagues and Dorsum customers for an eventful evening of learning, networking and dining. Dorsum’s CEO, Mariann Mészáros started the evening off with her first experiences with Dorsum and its approach to software development, business analysis […] Read more »
Fischer Bálint on MiCA – Portfolio Financial IT 2023

Fischer Bálint on MiCA – Portfolio Financial IT 2023

Bálint Fischer, Dorsum’s Business Development Director, gave a presentation on the European Union’s MiCA regulation and the business opportunities it entails at Portfolio Financial IT 2023 conference. Read the translated version of the summery article below: “In the second section of the Portfolio Financial IT 2023 conference, Bálint Fischer, Business Development Director at Dorsum, spoke […] Read more »
Attracting and retaining clients – Part I. / – Innovation – How to keep up the pace

Attracting and retaining clients – Part I. / – Innovation – How to keep up the pace

With the entry of fintechs and neobanks into the wealth management industry, incumbent banks stepping up their wealth game, the increasing demand for digital, personalised service and, of course, shifts in business processes and client servicing brought about by the pandemic, traditional wealth managers need to step up their game in order to retain their […] Read more »
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Onboarding in Dorsum’s Wealth Portal

Onboarding in Dorsum’s Wealth Portal

Onboarding and KYC requirements in Wealth Management are so extensive and rigorous that digital tools simply cannot speed up or simplify the onboarding process as substantially as they are able to in retail banking implementations. With Wealth Portal, we focused instead on increasing efficiency, convenience and flexibility both for clients and advisors. Check out our […] Read more »
Cryptocurrencies, MiCA, blockchain, and tokenized securities – A joint interview with MBH Bank on portfolio.hu

Cryptocurrencies, MiCA, blockchain, and tokenized securities – A joint interview with MBH Bank on portfolio.hu

The following interview was originally published in Hungarian on portfolio.hu. “Blockchain is breaking into banks, the ostrich policy no longer works MBH Bank has established a dedicated strategy to harness the opportunities presented by blockchain technology, as the moment may come when blockchain becomes mainstream and achieves a breakthrough similar to the generative AI technology […] Read more »
Corvinus Research Week – Joint presentation by Dorsum, Corvinus University and Net Media about project 2018-1.3.1-VKE-2018-00007

Corvinus Research Week – Joint presentation by Dorsum, Corvinus University and Net Media about project 2018-1.3.1-VKE-2018-00007

Our CTO, Peter Sallai, participated in the Corvinus Research Week event held by Corvinus University in June. He gave a presentation about the role of Dorsum in the project 2018-1.3.1-VKE-2018-00007, highlighting our joint achievements with Corvinus and Net Média Ltd. The goal of the project was to develop a widely accessible, complex automated service that […] Read more »
Dorsum has received a “Family-friendly workplace” trademark

Dorsum has received a “Family-friendly workplace” trademark

Dorsum has been recognized with a “Family-friendly workplace” trademark. The trademark is awarded to organizations where the employer considers and supports the fulfillment of the employees’ family obligations alongside work. We are proud that at Dorsum, we have created an environment where we not only focus on the employees’ work but also their well-being – […] Read more »
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Digital Assets, Business Consulting and strategic partnerships – Dorsum Club Spring, 2023

Digital Assets, Business Consulting and strategic partnerships – Dorsum Club Spring, 2023

Our first Dorsum Club of 2023 once again took place at Costes Downtown and as usual, we brought together Dorsum colleagues and Dorsum customers for an eventful evening of learning, networking and dining. Dorsum’s CEO, Mariann Mészáros started the evening off with her first experiences with Dorsum and its approach to software development, business analysis […] Read more »
Fischer Bálint on MiCA – Portfolio Financial IT 2023

Fischer Bálint on MiCA – Portfolio Financial IT 2023

Bálint Fischer, Dorsum’s Business Development Director, gave a presentation on the European Union’s MiCA regulation and the business opportunities it entails at Portfolio Financial IT 2023 conference. Read the translated version of the summery article below: “In the second section of the Portfolio Financial IT 2023 conference, Bálint Fischer, Business Development Director at Dorsum, spoke […] Read more »
Welcome party for the new Dorsum interns

Welcome party for the new Dorsum interns

Last month, we welcomed 24 new interns to the Dorsum team. They are the ones who have successfully passed our selection process and who will have the opportunity to get to know our colleagues and work on our biggest projects. Some of them may even become leaders at Dorsum in the future which has happened […] 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 »
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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 »
EU Directives from a Capital Market Perspective

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

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

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 »
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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 »
400+ SANDWICHES DELIVERED TO THOSE IN NEED BY DORSUM

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

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 »
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Cryptocurrencies, MiCA, blockchain, and tokenized securities – A joint interview with MBH Bank on portfolio.hu

Cryptocurrencies, MiCA, blockchain, and tokenized securities – A joint interview with MBH Bank on portfolio.hu

The following interview was originally published in Hungarian on portfolio.hu. “Blockchain is breaking into banks, the ostrich policy no longer works MBH Bank has established a dedicated strategy to harness the opportunities presented by blockchain technology, as the moment may come when blockchain becomes mainstream and achieves a breakthrough similar to the generative AI technology […] Read more »
Fischer Bálint on MiCA – Portfolio Financial IT 2023

Fischer Bálint on MiCA – Portfolio Financial IT 2023

Bálint Fischer, Dorsum’s Business Development Director, gave a presentation on the European Union’s MiCA regulation and the business opportunities it entails at Portfolio Financial IT 2023 conference. Read the translated version of the summery article below: “In the second section of the Portfolio Financial IT 2023 conference, Bálint Fischer, Business Development Director at Dorsum, spoke […] 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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