Budapest – Hungary, February 14th, 2020 – Dorsum Co. Ltd. CEE investment software provider was Best of Show awarded at FinovateEurope 2020, in Berlin.
Dorsum’s Wealth Management Communication HUB was Best of Show awarded at FinovateEurope event. The Communication HUB is a real-time customer engagement tool which connects Dorsum’s Wealth Management Platform to the client-facing My Wealth application.
The Communication HUB is a secure, real-time customer engagement platform which connects advisors and their clients, allowing Banks to reach the mass affluent and private segment with digital banking products. It also serves as the connecting link between Dorsum’s flagship Wealth Management Platform product, and its client-facing sister app, My Wealth.
Dorsum’s team (Imre Rokob – Director of Business Development, Ákos Szalay – Senior Innovation Consultant and Greg Csorba – Senior Innovation Expert) performed an example of a typical online client meeting to demonstrate the time and money saving advantages of the Communication HUB.
The solution features an automated, AI-driven notification system, a peer-to-peer chat platform, an integrated chatbot and paperless document signing.
A smart engine checks portfolio compositions and market values to create personalized messages meeting any type of pre-determined criteria, such as upcoming maturity dates or profit and loss thresholds. The chatbot (powered by Dorsum’s award-winning Botboarding platform) enhances the customer experience with educational content, saving advisors the time to answer frequently asked questions. Every message is GDPR regulatory compliant, making it superior to non-binding e-mail chains. But the most important advantage of the Communication HUB is efficiency, as advisors can send mass chat or mass notification messages to hundreds of clients, without losing the personal touch.
“We are honored to have won the Best of Show award for the 3rd time from a jury of our peers in the fintech industry. This year we showcased our core product, the Wealth Management Platform and its new Communication HUB extension which allows for financial institutions to serve client-needs through real-time engagements, reflecting on the expectations of investors today.”– said Mr. Imre Rokob, Director of Business Development at Dorsum.
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 its foundation in 1996, they have become a leading software company in the Central and Eastern European (CEE) region. Their proprietary investment software family offers versatile solutions to players in capital markets and wealth management space. They 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.
Telephone: +36 1 4873030
H-1012 Budapest, Logodi str. 5-7.