Dorsum investment software provider has been selected to show its newest development, the Wealth Management Communication HUB at FinovateEurope 2020, taking place in Berlin, next February. FinovateEurope is a three-day-long demo-based conference. It showcases cutting-edge banking and financial technology through a unique blend of short-form demos and key insights from global financial service experts.
Dorsum developed the newest member of its wealth management ecosystem of products, the Communication HUB, to provide real-time customer engagement through Dorsum’s Wealth Management Platform to the client facing My Wealth application.
One of the main features of the Communication HUB is a sophisticated notification system. Notifications can range from general announcements to personalized greetings. Their biggest advantage however is AI automation. The system is always checking the market in relation to clients’ portfolio compositions, values and the model portfolios associated with them. Through notification automation advisors can create personalized messages for any number of clients, meeting any type of pre-determined criteria, such as upcoming maturity dates, profit and loss thresholds.
The Communication HUB also includes a fully featured chat messaging system, along with an integrated chatbot, powered by Dorsum’s award-winning Botboarding solution. Since the Communication HUB requires an authenticated sign-in from the advisor, as well as from the client, both are free to chat about sensitive information. The secure environment allows every individual chat topic of the conversation to be exported from the system, making audits or compliance requirements easy to meet, instead of hunting for long-lost e-mail chains, or unrecorded telephone conversations.
Imre Rokob – Business Development Director of Dorsum said: “The number one request from the biggest wealth management providers in the past years has been a secure, real-time communication channel with their clients. This is why we created the Communication HUB. In summary it allows advisors to reach the growing mass affluent client segment with digital private banking products, while keeping the special personal touch that private bankers and private investors have always valued. We hope that the Finovate audience will like this product as much as they liked the My Wealth app.”
“We are always happy to have Dorsum involved in FinovateEurope,” added Greg Palmer, VP of Finovate. “This is their fourth time on stage, and they always have interesting technology to demo. Their newest product is their Communication HUB, which uses AI to connect advisors with their mass-affluent clients, and I’m excited to see how it looks on stage.”
FinovateEurope is a demo-based conference for innovative startups and established companies in the fields of banking and financial technology. Held in London, the event offers an insight-packed glimpse into the future of money via a fast-paced, intimate, and unique format. The event is organized by The Finovate Group. For more information on the event or to view videos of previous demo, please visit finovate.com.
Dorsum is a multi-award winning, innovative investment software provider. Since our foundation in 1996, we have become a leading software company in the Central and Eastern European (CEE) region. Our proprietary investment software family offers versatile solutions to players in capital markets and wealth management space. We support our clients with unique cooperation throughout the entire lifecycle of the products, which also includes managing their expectations in terms of functionality, time, and budget.
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Dorsum Co. Ltd.
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H-1012 Budapest, Logodi str. 5-7.