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Dorsum is among the ‘Best Managed Companies’ for the third time
Dorsum is among the ‘Best Managed Companies’ for the third time
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
2024 will bring a breakthrough in the regulation of crypto-assets in Europe  
2024 will bring a breakthrough in the regulation of crypto-assets in Europe  

The latest from Dorsum

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Why 70% of Digital Transformations in Finance Fail – And How to Succeed

Why 70% of Digital Transformations in Finance Fail – And How to Succeed

Digital transformation is becoming unavoidable in every corner of financial services. Even wealth management, historically slower to embrace digitalization, is now under pressure to adopt emerging technologies and increase its digital capabilities.  Despite the urgency, experience suggests that the majority is struggling with digital transformation. Research by McKinsey & Company shows that 70% of such […] Read more »
MoonBlokz series part V. — Data Structures

MoonBlokz series part V. — Data Structures

This article is part of the MoonBlokz series, which focuses on creating a hyper-local blockchain using microcontrollers and radio communication. You can find the previous articles here: MoonBlokz series Part I. — Goals & assumptions MoonBlokz series Part II. — Architecture & Technologies MoonBlokz series Part III. — Basic algorithms MoonBlokz series Part IV. — […] Read more »
The complex world of meme coins

The complex world of meme coins

In recent years, the biggest cryptocurrencies like Bitcoin and Ethereum had to start sharing the spotlight with a type of token that represents one of the most peculiar investments options for these days: meme coins. Defining meme coins is challenging due to their evolving nature, but they generally share some key characteristics.  Here is a […] Read more »
MoonBlokz series part III. — Basic Algorithms

MoonBlokz series part III. — Basic Algorithms

This article is part of the MoonBlokz series, which focuses on creating a hyper-local blockchain using microcontrollers and radio communication. You can find the previous articles here: MoonBlokz series Part I. — Goals & Assumptions MoonBlokz series Part II. — Technologies & Architecture Network structure To begin, let’s review the overall structure of the network. […] 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 »
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Why 70% of Digital Transformations in Finance Fail – And How to Succeed

Why 70% of Digital Transformations in Finance Fail – And How to Succeed

Digital transformation is becoming unavoidable in every corner of financial services. Even wealth management, historically slower to embrace digitalization, is now under pressure to adopt emerging technologies and increase its digital capabilities.  Despite the urgency, experience suggests that the majority is struggling with digital transformation. Research by McKinsey & Company shows that 70% of such […] Read more »
MoonBlokz series part V. — Data Structures

MoonBlokz series part V. — Data Structures

This article is part of the MoonBlokz series, which focuses on creating a hyper-local blockchain using microcontrollers and radio communication. You can find the previous articles here: MoonBlokz series Part I. — Goals & assumptions MoonBlokz series Part II. — Architecture & Technologies MoonBlokz series Part III. — Basic algorithms MoonBlokz series Part IV. — […] Read more »
MoonBlokz series part III. — Basic Algorithms

MoonBlokz series part III. — Basic Algorithms

This article is part of the MoonBlokz series, which focuses on creating a hyper-local blockchain using microcontrollers and radio communication. You can find the previous articles here: MoonBlokz series Part I. — Goals & Assumptions MoonBlokz series Part II. — Technologies & Architecture Network structure To begin, let’s review the overall structure of the network. […] Read more »
MoonBlokz series part II. — Technologies & Architecture

MoonBlokz series part II. — Technologies & Architecture

This article is part of the MoonBlokz series, which focuses on creating a hyper-local blockchain using microcontrollers and radio communication. You can find the previous articles here: MoonBlokz series Part I. — Goals & assumptions In this article, I will deconstruct the requirements, select the technology platform, and define the basic architectural elements. Programming language […] 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 »
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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 »
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 »
Our crypto investor survey’s results are in!

Our crypto investor survey’s results are in!

The openness to investing in cryptocurrencies is surprisingly high in Hungary according to the joint cryptocurrency market survey by Portfolio and Dorsum. The survey was conducted among the readers of portfolio.hu. 74% of the nearly 1,500 respondents already own cryptocurrencies, and a significant portion of the others do not rule out future investments. Most investors […] Read more »
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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 »
Dorsum at EMUS Forum 2023

Dorsum at EMUS Forum 2023

We participated in the EMUS Forum 2023 in Zürich. The aim of the meeting is mutual networking and support of entrepreneurs/companies who already have business in Switzerland or planning to expand to the Swiss market from the V4 countries. The meeting offers the opportunity to meet diplomatic leaders and representatives of chambers of commerce and […] 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 »
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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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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 »
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 »
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 »
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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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