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Key insights and surprising findings from Dorsum’s ‘Sarasin Client Portal’ reveal event (COO briefing, London)

On 26th May, Dorsum held its first own event in the UK together with Owen James, who seeks to provide a platform for strategic engagement: an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry. The theme of the joint event covered “The […] Read more »

Dorsum Club Budapest May 12, 2022 (Hungarian content)

At our spring Dorsum Club, Dorsum’s traditional Hungarian event dealing with investment and private banking topics, Ákos Szalay (Head of Product – Wealth Portal) presented the company’s success story in London. After the presentation, the event was followed by a panel discussion, where the participants discussed the SRD II regulation affecting the capital market participants. […] Read more »

Dorsum announces partnership with F10

Dorsum is excited to announce its partnership with F10 Switzerland, the leading FinTech & InsurTech Innovation Ecosystem in the region. Dorsum is joining F10 as an Innovation Partner to tap into the thriving FinTech & InsurTech Innovation ecosystem in Switzerland, and beyond. Dorsum joins other world-class financial institutions, consulting and tech firms creating the future of […] Read more »

Key insights and surprising findings from Dorsum’s ‘Sarasin Client Portal’ reveal event (COO briefing, London)

On 26th May, Dorsum held its first own event in the UK together with Owen James, who seeks to provide a platform for strategic engagement: an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry. The theme of the joint event covered “The […] Read more »

Dorsum Club Budapest May 12, 2022 (Hungarian content)

At our spring Dorsum Club, Dorsum’s traditional Hungarian event dealing with investment and private banking topics, Ákos Szalay (Head of Product – Wealth Portal) presented the company’s success story in London. After the presentation, the event was followed by a panel discussion, where the participants discussed the SRD II regulation affecting the capital market participants. […] Read more »

Dorsum announces partnership with F10

Dorsum is excited to announce its partnership with F10 Switzerland, the leading FinTech & InsurTech Innovation Ecosystem in the region. Dorsum is joining F10 as an Innovation Partner to tap into the thriving FinTech & InsurTech Innovation ecosystem in Switzerland, and beyond. Dorsum joins other world-class financial institutions, consulting and tech firms creating the future of […] Read more »

Dorsum is among the TOP 100 WealthTech companies in Europe

Dorsum has been selected to be among the TOP 100 WealthTech companies in 2022 by FinTech Global, a leading provider of FinTech information services, B2B media products and industry events. The WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. These […] Read more »

Dorsum became member a of Fintech Belgium

We are happy to announce that we became members of the FinTech Belgium organisation which is a community for financial professionals who are interested in discovering and discussing disruptive business models and new technologies for the financial services industry. This milestone is our next step venturing into Western-Europe. Read more »

Digital transformation in the wealth management industry – Polish article by Maciej Swiderek

The wealth management industry has always relied heavily on direct relations between the adviser and the client, hence the development of digital tools was not always a priority for many companies. However, the pandemic – significantly limiting the possibility of face-to-face meetings – has made the need to provide customer-oriented remote services the focus of […] Read more »

Maciej Świderek, Country Manager Poland, was interviewed by Fintek.pl

What are the challenges and opportunities for the wealth management sector in Poland? What are the new needs of wealthy clients? Why it is worth cooperating with an experienced vendor when introducing digital solutions in the field of investments and asset management? Fintek.pl interviewed Maciej Świderek, our Polish Country Manager and covered these interesting topics. […] Read more »

Key insights and surprising findings from Dorsum’s ‘Sarasin Client Portal’ reveal event (COO briefing, London)

On 26th May, Dorsum held its first own event in the UK together with Owen James, who seeks to provide a platform for strategic engagement: an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry. The theme of the joint event covered “The […] Read more »

Dorsum is attending the Private Banking & Wealth Management London 2022

Dorsum is attending the Private Banking & Wealth Management London Conference & Awards on 15th June, which is offering a daytime conference covering all the leading developments in the industry and concluding with a glamorous drinks reception and black-tie award ceremony. The event will feature a selection of keynote presentations and debates, showcasing strategies to […] Read more »

Dorsum at the 2022 Portfolio Financial IT Conference (Hungarian content)

On May 31, Dorsum participated in the Financial IT conference organized by Portfolio in Budapest, where participants discussed domestic digital business challenges, global banking trends, new technologies (ESG, AI and cloud in banks) and innovations (open banking, CBDC and BNPL). At the event, Bálint Fischer, Dorsum’s Chief Business Development Officer, participated in two panel discussions: […] Read more »

Dorsum is organising its first event in the UK

On 26th May, Dorsum is organizing its first own event in the UK together with Owen James, who seeks to provide a platform for strategic engagement: an opportunity for key individuals to discuss and understand the business and investment issues which are affecting the whole of their industry. The themes of the joint event will […] 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 »

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 »

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 »

SUSTAINABILITY IN WEALTH MANAGEMENT PART III. – SUCCESSFUL TRANSFORMATION THROUGH SFDR AND THE PROMOTION OF ESG PRODUCTS

Our Wealth Platform product supporting investment advice was launched around the same time when the challenging MiFID 2 legislation emerged. The complexity of the regulation no longer allowed our Clients to feel assured of full compliance without complex software solutions to support the work of their investment advisers. 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 »

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 »