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Securities Suite

Securities Asset

Securities Bank

Securities Events

Wealth suite

Wealth Platform

Wealth Portal

Wealth Connect

Business Consulting

Digital transformation

Case studies

Securities Asset provides a front-to-back office solution for asset management firms and insurance companies and custodian banks to manage investment, pension, insurance funds and institutional or private portfolios. The solution is a single system offering different user access levels with flexible integration possibilities.

Securities Bank is a complete suite of investment management solutions for commercial banks, investment providers, asset management firms, insurance companies, pension funds and national treasuries. The solution services key domestic and international central securities and monetary clearing houses.

Securities Events is a fully automated corporate action handling system that enables significant efficiency increase and lowers operational risk with built-in audit controls. It meets with the requirements of SRD II, capturing and analysing corporate actions data from multiple sources, and eliminating customer complaints.

Wealth Platform offers a solution for all the needs of an advisory network. It’s a front-to-mid software which integrates every functionality in one system with high level of user experience. It provides controlling, analysing, monitoring and supports an efficient advisory network with strong customer engagement while staying regulatory compliant.

The Wealth Portal app is a unique solution as it merges traditional and digital advisory process into a hybrid model. It brings a holistic 360-degree portfolio overview to clients and helps them understand the composition and historical progress of their portfolio. It establishes a unique bridge between AI-driven and personal advice.

Wealth Connect features real-time human chat, an integrated chatbot with pre-prepared tutorials, an AI-driven notification system and GDPR compliant personalised content sending. By using Wealth Connect advisors can reach the mass affluent and private segments with digital banking products without losing the personal touch.

Wealth management providers face serious challenges requiring a reevaluation of their systems with the involvement of external experts. Our Business Consulting unit’s deep industry knowledge is based on daily work with 80+ different financial institutions, where they’re creating lasting value through digitalisation.

These case studies highlight some of the success stories that our business consulting unit has achieved with prominent industry players, such as GENERALI Asset Management, CIG Pannonia or MKB Bank. We’ve summarised the key points of each business challenge, along with our clients’ honest impressions.
Expert insights
Expert insights

Blog

Focus on ESG

EU regulations

White papers

Events

News

Our bi-weekly articles and publications examine the latest and most important trends and developments in the WealthTech and FinTech industry. Our goal is to provide a complete overview for finance professionals about the ins and outs of the industry so that in turn they can provide better service and future-proof products for their clients.

Environmental Social Governance is one of the key emerging topics that will shape the industry both in terms of investment philosophies and institutional regulations. Dorsum is one of the first vendors to offer integrated ESG solutions in wealth management software, recognising the emergence of the environmentally and socially conscious investor market.

SDR, SRD II, SFDR, GDPR, MiFID II… the list goes on. In 2021 it’s virtually impossible to follow every regulation that financial institutions must adhere to without automated systems to keep track of it all. Many of our experts’ insights deal with information about upcoming regulations and offer solutions to avoid the penalties that await those who can’t keep up.

Twice a year our experts share deeper thoughts on the most talked-about industry topics, providing their unique point of view on everything from remote digital engagement to capital market regulations to building your future wealth management solution. By registering for free, you’ll gain access to five years worth of accumulated knowledge.

Dorsum is an active participant at every key industry event in Europe from large trade shows such as FinovateEurope and Money 20/20 to smaller scale professional gatherings of financial decision makers. We can also be found at many online events, but we always prefer face-to-face conversations to ensure a solid foundation for long-term business partnerships.

Our company is frequently in the news for winning new awards, participating at key industry events, or simply for giving interviews and sharing our vision of the future of digital investment. Find out the latest about Dorsum right here.
About Us
About us

25 years in the industry

Management team

Our values

Company milestones

Success and growth is determined by how a company deals with its customers. It’s extremely important for financial institutions to pay attention to their customers’ experience: from initial contact, through the process of engagement into the long-term relationship. This focus has driven Dorsum since its foundation.

Our management team has a clear vision for the future of the company, making sure to keep everything and everyone on track to achieve Dorsum’s ever expanding goals.

We bring the world of investing closer to everyone. We deliver high-quality, service based, easy to integrate, modular investment software solutions, to augment our partners’ operational efficiency and to provide exceptional UX.

Dorsum has come a long way in the past 25 years. Check out the most important milestones that we’ve achieved together with our clients and share in our historic journey.
Career

Business Consulting

25 YEARS OF PROFOUND WEALTHTECH EXPERIENCE

Experts with deep knowledge of wealthtech sector related trends
Deep, practical knowledge through daily work
with 80+ different financial institutions
Creating lasting business value through digitization
Building the latest business models
Tailor-made solutions with
implementation projects

Quantifiable effects of
advisory digitalisation

$20b

20 billion in industry cost reduction due to automation

100%

100% resilience due to manual process removal in times of crisis like a pandemic

35%

35% cost efficiency improvement can be reached in the securities sector but it requires a future-focused approach

Business challenge

Improving MKB Bank’s private banking customer experience with practical proposals which support the digital transformation.

Comparison of private banking service models in an international context
Digitalisation opportunities related to private banking customer service

“We requested Dorsum's help in our digital transformation process of the private banking business. During the project we examined best-practice solutions in the industry, looking for digitalisation opportunities to improve the customer experience in our advisory and discretionary wealth management models. Our joint work was fruitful. From Dorsum’s professional team we have gained knowledge that we can build on in the development of our private banking business.”

JÁNOS PERECZES

Managing director digital business
MKB Bank Nyrt.

Business challenge

To greatly increase the securities volume through the insurer’s sales channels and end-to-end digital solutions.

Increase in assets under management
Reach younger investment clientele
End-to end digital & paperless processes

“The up-to-date and in-depth expertise of Dorsum in the investment and wealth management sector greatly contributed to them getting a quick and firm grasp on our problems and to delivering a solution recommendation that we could start to implement right away. It’s rare to have a partner with such profound proficiency and know-how in business, technology, legislation, and digitalisation. Our joint collaboration was a joy.”

GERGELY HORVÁTH

CFO, Generali Biztosító Zrt.
CEO, Generali Alapkezelő Zrt.

Business challenge

Product-level breakdown of CIG Pannonia’s innovation strategy and preparation of a related grant application.

Research of innovative solutions from Insurtechs and incumbent insurer
Preparation of detailed grant application

“Dorsum's experience and professionalism in applied innovations has helped us a lot in bringing our innovation and product development plans to the level of tangible feasibility. Working together was also a joy in thinking and figuring out specifics together. For us, our joint project highlighted that in addition to their quality as an IT supplier, it is also worth counting on Dorsum as a consulting partner.”

LINDA SALLAI

Head of Digital Transformation,
CIG Pannónia Életbiztosító Nyrt

BUSINESS CONSULTING core COMPETENCES

Business

Increasing the quality of service

Enhancing customer satisfaction

Gaining new customers

Operation

Making background processes more efficient

Increasing productive time

Eliminating or reducing unnecessary costs

Technology

Adopting popular new technologies

Personalization of various services

Optimizing IT costs

Check out the work of our experts by downloading some of our white papers then schedule a call!

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Reaping the benefits of sustainable investments

ESG investments are becoming more and more popular, and so is their impact on the value of global investments. Dorsum’s experts provide an overview on how you can best serve your clients’s ESG interests and prepare for the SFDR regulation.

Survival guide for capital market players

We examine the past, present and future of the securities market and investment service providers from the perspective of Fintech.

Neobanks vs Incumbents in the shadow of COVID-19

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 by COVID-19.

Business Consulting

Quantifiable effects of advisory digitalisation

BUSINESS CONSULTING core COMPETENCES

Business

Operation

Technology

Check out the work of our experts by downloading some of our white papers then schedule a call!

Quantifiable effects of
advisory digitalisation