Dorsum has been selected to demonstrate its hybrid advisory tool, My Wealth mobile app at the Finovate Europe 2019 event
Dorsum investment software provider has been selected to show its revolutionary My Wealth mobile app at FinovateEurope 2019, taking place in February at the Tobacco Dock in London. 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.
My Wealth platform made it’s debut earlier this year at Money20/20 in Amsterdam, and Dorsum is looking to reveal the newest features added to the app in the past months.
The app offers a unique bridge between the investors and their financial advisors. Clients can talk to a self-learning chatbot to receive automatic portfolio related notifications and document sharing, while human take-over by the financial advisor is also possible, upon the client’s request. My Wealth’s basic functionalities include a comprehensive portfolio overview, investment history presentation and risk overview. These will be complemented by a brand new “Easy Invest” feature, which brings investments closer to everyday people than ever. The intuitive flow is amended by educational tips, chatbot and advisor access every step of the way. In their 7-minutes show Dorsum will demo how My Wealth mobile app serves the needs of the new type of investors and how it creates the hybrid way of advisory process.
Mr. Imre Rokob – Business Development Director of Dorsum said: “Hybrid model service is without a doubt the future of the investment industry. It became clear in the past few years, that people need more than the newest technologies to help with their investments – they need a financial advisor they can trust. We developed the My Wealth app keeping this – and today’s digital requirements in mind; the AI-based process is quick, intuitive and makes investing easy-to-understand for everyone while the app offers an excellent upsell tool for financial institutions. Most importantly, our Easy Invest feature clears away all fears and doubts of people who are afraid of investing, by revealing that investments aren’t as complicated as they are perceived”.
Mr. Greg Palmer, Vice President at Finovate added: “We’re excited to have Dorsum on stage at FinovateEurope to showcase their app, which bridges the gap between AI and personal investment advice,” said Greg Palmer, VP of Finovate. “Their new technology will help financial institutions improve their advisory processes, and it should make for a very engaging demo.”
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About FinovateEurope:
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.
About Dorsum:
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.
For media enquiries, journalists should contact:
Dorsum Co. Ltd.
Email: info@www.dorsum.eu
Telephone: +36 1 4873030
H-1012 Budapest, Logodi str. 5-7.
www.dorsum.eu
