Wealth Connect

AUTHENTICATED REAL-TIME
CLIENT ENGAGEMENT CHANNEL

  • Instant client contact through one on one or mass chat
  • Easy content sending to specific client segments
  • Liberate resources with automated, personalised notification sending
  • Paperless authentication
  • Secure environments
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Quantifiable effects of
real-time engagement

65%

65% of private clients expect mobile applications with customised notification features

56%

56% of customers expect a digital form of signature after an official interaction with their provider

3bil

3 billion people will be familiar with messaging apps by 2022

We are always happy to have Dorsum involved in Finovate- Europe. They’ve won Best of Show at three events. Their newest product Wealth Connect, uses AI to connect advisors with their mass-affluent clients. If you haven’t looked at their technology yet, I thoroughly recommend you check them out.

greg-palmer

GREG PALMER

VP, Finovate Director of Fintech Strategy, Informa Connect

Interested?
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Wealth Platform core features

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