Generated by All in One SEO Pro v5.0.0.1, this is an llms.txt file, used by LLMs to index the site. # Objectway Investment and Banking Technology - Build for the future, perform today ## Sitemaps - [XML Sitemap](https://objectway.com/sitemap.xml): Contains all public & indexable URLs for this website. ## Posts - [Objectway delivers new integrated digital front-end solutions for BNY Mellon’s Pershing](https://objectway.com/objectway-delivers-new-integrated-digital-front-end-solutions-for-bny-mellons-pershing/) - Objectway announces its ongoing collaboration with BNY Mellon’s Pershing to deliver Pershing's new integrated front-end solutions. - [Building integrated ecosystem across the value chain

Client from 2006](https://objectway.com/building-integrated-ecosystem-across-the-value-chain/) - Connecting Credit Agricole's businesses through one interoperable ecosystem, enabling scalable growth, regulatory compliance and operational excellence. - [Scaling bank consolidation: a blueprint for growth

Client from 2003](https://objectway.com/scaling-bank-consolidation-a-blueprint-for-growth/) - A platform-driven transformation enabling scalable bank consolidation, operational efficiency, regulatory compliance and sustainable cross-border growth. - [Operational foundations for scalable fund services

Client from 2014](https://objectway.com/operational-foundations-for-scalable-fund-services/) - Empowering BNP Paribas Securities Services in Italy to elevate Client Service Experience and achieve Operational Excellence. - [Designing advisory innovation beyond products

Client from 2022](https://objectway.com/designing-advisory-innovation-beyond-products/) - Zurich Bank partners with Objectway for a win-win collaboration enhancing the bank’s operating model with an innovative digital advisory platform. - [Scaling client experience excellence

Client from 1996](https://objectway.com/scaling-client-experience-excellence/) - One of the UK's top three wealth managers, Rathbones delivers highly personalised, adviser-led service with consistency across generations. - [A Strategic partnership enhancing the Client Experience and driving digital success

Client from 1996](https://objectway.com/rathbones-driving-digital-success-through-strategic-partnership/) - Objectway has supported Rathbones Group Plc on its evolutionary journey by providing a core asset servicing platform, the launch of a completely new multi-channel Client Portal and MyRathbones app. - [Partnering, strategically: a story of business scalability and profitability

Client from 2014](https://objectway.com/a-strategic-partnership-to-enhance-client-experience-and-optimize-business-reconfiguration-kbc-securities-services/) - Leveraging Objectway Business Innovation Matrix* allowed KBC Securities Services to develop a fully integrated solution design for the client lifecycle management. - [Smart Assistant for Digitally Assisted Investments

Client from 2014](https://objectway.com/smart-assistant-for-digitally-assisted-investments_kbc-bolero/) - Objectway supports the market launch of the new roboadvisory service, Matti from Bolero, the KBC's digital robotised investment advice platform. - [A brand-new, democratic advisory model

Client from 2015](https://objectway.com/mediobanca-premier-and-the-implementation-of-a-competitive-hybrid-advisory-model/) - Objectway partnered with Kinsted Wealth to deliver a tailored digital wealth management solution, leveraging advanced technology for business expansion. - [Digital wellbeing advisory: A strategic guide for client investment

Client from 2022](https://objectway.com/digital-wellbeing-advisory-a-strategic-guide-for-client-investment-2-years-partnership/) - Zurich Bank partners with Objectway for a win-win collaboration enhancing the bank’s operating model with an innovative digital advisory platform. - [Innovating Private Banking services for a digital investment experience

Client from 2022](https://objectway.com/innovating-private-banking-services-for-a-digital-investment-experience/) - Objectway helped Bank Nagelmackers to enhance and deliver first-class private banking services, meeting high operational, business and digital ambitions. - [Leveraging advanced technology for business expansion

Client from 2024](https://objectway.com/leveraging-advanced-technology-for-business-expansion-1-years-partnership/) - Objectway partnered with Kinsted Wealth to deliver a tailored digital wealth management solution, leveraging advanced technology for business expansion. - [Leading the way in investment services

Client from 2019](https://objectway.com/leading-the-way-in-investment-services/) - Using Objectway’s Investment Advice solution, novobanco has the capabilities of a centralised and structured investment tool - [Setting up a new bank: seamless operability safeguarding client experience

Client from 2005](https://objectway.com/objectway-powered-merger-hauck-aufhauser-lampe-privatbank-safeguarding-client-experience/) - Objectway powered the successful merger establishing Hauck Aufhäuser Lampe Privatbank, paving the way for future development and growth. - [Sub-outsourcing to a strategic partner

Client from 2014](https://objectway.com/objectway-and-bnp-paribas-to-optimize-financial-cost-and-deliver-high-quality-service/) - BNP Paribas’ innovation initiative revolved around optimizing the financial cost while retaining the ability to deliver a high-quality service model for its transfer agent service through Objectway Platform offer. - [Streamlining Success: How Digitalization and Process Automation transformed a business

Client from 2018](https://objectway.com/streamlining-success-how-digitalization-and-process-automation-transformed-a-business-bcc-risparmio-e-previdenza/) - For improving its operational efficiency, BCC Risparmio&Previdenza adopted the Objectway BPaaS solution combined with robotic process automation technology. - [Objectway Empowers Rabobank with Best-in-Class Performance and Reporting Capabilities

Client from 2015](https://objectway.com/objectway-empowers-rabobank-with-best-in-class-performance-and-reporting-capabilities/) - Rabobank implements Objectway’s Discretionary & Fund Portfolio Management to provide consistent client performance & attribution reporting - [Integrated Digital Front-End for Wealth Management Clients

Client from 2000](https://objectway.com/integrated-digital-front-end-for-wealth-management-clients-bny-mellonpershing/) - They want to create positive long-term financial and non-financial value. So, one of their strategic pillars is the advance through digitisation and analytics. - [Connecting to customers' digital lifestyle

Client from 1993](https://objectway.com/connecting-to-customers-digital-lifestyle-brewin-dolphin/) - The successful management of wealth takes an understanding of money but is rooted in an even deeper understanding of people. So before we invest your money, we’ll first invest in our relationship with you. Objectway supports the implementation of ‘MyBrewin app’, an extension of the wealth manager’s online client portal.Investors have instant access to information - [Full Client Lifecycle Management and Operational Scalability

Client from 1993](https://objectway.com/full-client-lifecycle-management-and-operational-scalability_brewin-dolphin/) - The new Brewin Dolphin's client lifecycle management system with suitability reviews provided by Objectway improves client experience and operational efficiencies. - [Digitising the Investment Proposal Process

Client from 2001](https://objectway.com/digitising-the-investment-proposal-process-van-lanschot-kempen/) - Van Lanschot Kempen further digitises its investment proposal process and advisory business in the Private Bank by introducing Objectway’s Proposal, Compliance, and Messaging solutions. - [Innovazione nei servizi cross border per il Private Banking

Client from 2020](https://objectway.com/innovazione-nei-servizi-cross-border-per-il-private-banking/) - L’obiettivo dell’iniziativa è implementare un modello di servizio end-to-end per la prestazione dei servizi di investimento per i clienti – con residenza fiscale italiana – operanti dall’Italia con patrimonio detenuto all’estero. - [Skalierungslücke – Warum KI-Investitionen an der Kundenschnittstelle verpuffen](https://objectway.com/skalierungslucke-warum-ki-investitionen-an-der-kundenschnittstelle-verpuffen/) - Künstliche Intelligenz steigert interne Effizienz, doch im Kundenkontakt bremsen Datenprobleme und Systemintegration oft den Geschäftserfolg. - [„Deutschland ist noch etwas altmodisch unterwegs“](https://objectway.com/abn-amro-und-hauck-aufhauser-lampe-fusionieren-zur-drittgrosten-privatbank-deutschlands/) - ABN Amro und Hauck Aufhäuser Lampe fusionieren zur drittgrößten Privatbank Deutschlands. - [When scaling requires challenging the status quo](https://objectway.com/when-scaling-requires-challenging-the-status-quo/) - Recorded at Objectway’s OWIN26 Customer Conference, Alexander Cassar and Leda Glyptis discuss the future of wealth management, trust, and transformation. - [IFB Tech Expo 2026

22nd July 2026](https://objectway.com/ifb-tech-expo-2026/) - The IFB Tech Expo brings together leading solutions and industry expertise to explore how innovation is reshaping advisory practices. - [Modelli as-a-service e AI: la nuova scalabilità del wealth management](https://objectway.com/modelli-as-a-service-e-ai-la-nuova-scalabilita-del-wealth-management/) - L’AI e i modelli as-a-service stanno cambiando il settore del wealth, del banking e dell’asset management. - [PAM Forum 2025

20th October 2025](https://objectway.com/pam-exclusive-seminar20th-october-2025/) - The upcoming PAM seminar will launch the results of the 2025 PAM Digital Survey, sponsored by Objectway. - [Objectway expands into capital markets with its project to acquire French specialist SLIB, pushing forward its pan-European growth strategy](https://objectway.com/objectway-expands-into-capital-markets-with-its-project-to-acquire-french-specialist-slib-pushing-forward-its-pan-european-growth-strategy/) - Objectway expands into capital markets with its project to acquire French specialist SLIB, broadening its client base with major European asset servicers. - [Scaling Client Experience Excellence While Preserving Heritage and Enabling Future Growth](https://objectway.com/scaling-client-experience-excellence-while-preserving-heritage-and-enabling-future-growth/) - Objectway and Rathbones explore the evolution of wealth management, where client-centricity and AI-driven innovation enable scalable client engagement. - [A Conversation with the Two Luigis: Objectway’s Journey, Growth Strategy & Future](https://objectway.com/the-objectway-journey-towards-scalable-innovation/) - A conversation between Objectway and Cinven on growth, innovation, AI and the future of scalable wealth management across Europe. - [Unlocking Profitable Growth Through Scalability in Wealth Management](https://objectway.com/unlocking-profitable-growth-through-scalability-in-wealth-management/) - Scalability—not innovation alone—is emerging as the key competitive advantage in wealth management, driving profitability, AI adoption, and sustainable growth. - [About Objectway The Blueprint for Scale: As-a-Service models through strategic Partnerships](https://objectway.com/the-blueprint-for-scale-as-a-service-models-through-strategic-partnerships/) - As complexity becomes structural, banks and asset managers must rethink sourcing—embracing as-a-service models and trusted partnerships to unlock scalable growth. - [About Objectway Operational Scale Through Trusted Automation And Disciplined Process Design](https://objectway.com/operational-scale-through-trusted-automation-and-disciplined-process-design/) - As wealth grows and complexity rises, firms must balance efficiency and resilience through scalable processes, automation, adaptable architecture and governance. - [Marciano (Objectway): “Innovazione nel wealth? Solo se scalabile”](https://objectway.com/marciano-objectway-innovazione-nel-wealth-solo-se-scalabile/) - L’innovazione, da sola, non basta. Non è più il punto di svolta. Il punto di svolta è la scalabilità. - [From innovation to scalable advantage: Objectway’s OWIN26 Customer Conference](https://objectway.com/from-innovation-to-scalable-advantage-recapping-objectway-owin26/) - As a goal in itself, innovation is no longer enough. That was the key takeaway from two days of keynotes, panels, and client case studies at OWIN26. - [Innovation built to scale at Objectway's OWIN26](https://objectway.com/innovation-built-to-scale-at-objectways-owin26/) - Objectway founder and group CEO Luigi Marciano argued that scalability, rather than innovation alone, is the sector's current point of inflection. - [Credem accelera sull’innovazione e sul WM evoluto: AI e piattaforme per la relazione col cliente](https://objectway.com/credem-accelera-sullinnovazione-e-sul-wm-evoluto-ai-e-piattaforme-per-la-relazione-col-cliente/) - Credem evolve il proprio modello di servizio per la clientela private e upper affluent con il supporto tecnologico di Objectway. - [Gli agenti dell’AI in finanza: così trasformano il 70% dei processi](https://objectway.com/gli-agenti-dellai-in-finanza-cosi-trasformano-il-70-dei-processi/) - L’industria del WM è segnata da pressioni strategiche, dall’evoluzione delle aspettative dei clienti dalla normativa. In questo quadro, l'AI sta trasformando i processi finanziari. - [Scaling Through Complexity: Automation and Repeatability in Financial Services](https://objectway.com/dealing-with-complexity-in-financial-services-through-automation-and-repeatability/) - Complexity is a given in FS. But dealing with complexity is what we do at work. Automation, repeatability and reduced complexity is where the uplift is realised - [Is the wealth management industry scalable?](https://objectway.com/is-the-wealth-management-industry-scalable/) - The wealth management industry is “not scalable” at the present time, claimed Tariq Khan, business development director UK and MENA at Objectway. - [L’intelligenza artificiale entra in Credem per migliorare i portafogli dei clienti](https://objectway.com/lintelligenza-artificiale-entra-in-credem-per-migliorare-i-portafogli-dei-clienti/) - Credem introduce nuovi sistemi digitali per elevare la qualità della consulenza finanziaria. - [Operational efficiency and resilience: balancing scale, complexity, and transformation in wealth management](https://objectway.com/operational-efficiency-and-resilience-balancing-scale-complexity-and-transformation-in-wealth-management/) - Exploring how firms can scale efficiently while building resilience in a rapidly evolving market. - [Intelligenza artificiale e wealth management: la sfida è trasformare l'innovazione in valore](https://objectway.com/intelligenza-artificiale-wealth-management-trasformare-innovazione-valore/) - Nel wealth management, il valore dell'intelligenza artificiale dipende da dati affidabili, governance efficace e processi capaci di generare risultati concreti. - [OWIN26: scalabilità, vera sfida per il wealth management](https://objectway.com/owin26-scalabilita-vera-sfida-per-il-wealth-management/) - Scalare l’innovazione senza aumentare la complessità. È questa la vera linea di demarcazione emersa da OWIN26 – Innovation Built to Scale. - [OWIN26. CA Italia: la sfida della Next Gen si vince con un ecosistema integrato](https://objectway.com/owin26-ca-italia-la-sfida-della-next-gen-si-vince-con-un-ecosistema-integrato/) - La collaborazione nata 20 anni fa con Amundi Sgr, oggi si estende anche al Gruppo CA ed ha l'obiettivo di conquistare la Next Gen nel wealth management. - [AI widens gap between scalable and struggling wealth firms, study shows](https://objectway.com/ai-driving-scalability-in-wealth-management-firms/) - AI is widening the gap in wealth management, rewarding firms with strong operational foundations, integrated data, and scalable processes. - [„Ausführung auslagern, Verantwortung behalten“](https://objectway.com/ausfuehrung-auslagern-verantwortung-behalten-banken-outsourcing-regulierung/) - Banken lagern Prozesse aus, bleiben jedoch regulatorisch verantwortlich. Wie Institute Outsourcing effizient und compliant gestalten. - [Tech's role in supporting Rathbones' ambition to be the best UK wealth manager](https://objectway.com/techs-role-in-supporting-rathbones-ambition-to-be-the-best-uk-wealth-manager/) - Rathbones has been vocal about its ambition to be the best wealth manager in the UK “by far” and is taking clear steps to achieve this. - [OWIN26: as-a-service e AI per trasformare la complessità in efficienza](https://objectway.com/owin26-as-a-service-e-ai-per-trasformare-la-complessita-in-efficienza/) - A OWIN26, modelli as-a-service e AI diventano leve strategiche per ridurre la complessità, aumentare la scalabilità e migliorare l’efficienza. - [Standard Bank: Enabling Market Expansion Through Scalable Wealth Solutions](https://objectway.com/standard-bank-enabling-market-expansion-through-scalable-wealth-solutions/) - Discover how Standard Bank and Objectway are enabling scalable growth through integrated technology, governance, and strategic collaboration. - [Market Trends Scaling Through Complexity: Automation and Repeatability in Financial Services](https://objectway.com/market-trends-scaling-through-complexity-automation-and-repeatability-in-financial-services/) - Managing complexity starts with strong foundations: automation, simplification, and AI readiness are the keys to scalable growth. - [Objectway acquires Swiss private banking technology business from FNZ to strengthen its pan-European positioning](https://objectway.com/objectway-acquires-swiss-private-banking-technology-business-from-fnz-to-strengthen-its-pan-european-positioning/) - Objectway acquires Swiss private banking technology business from FNZ to strengthen its pan-European positioning. - [Building True Partnerships Through Strategic Alignment, Vision and Culture](https://objectway.com/building-true-partnerships-through-strategic-alignment-vision-and-culture/) - SaaS, agility and strategic partnership: Ramsey Crookall and Objectway discuss the future of wealth management at OWIN26. - [Balancing Legacy, Regulation and Innovation in Large Banks](https://objectway.com/balancing-legacy-regulation-and-innovation-in-large-banks/) - Maarten Lindner speaks with Kurt Vanhee about innovation, data, AI and regulation, exploring how banks balance transformation, compliance and client experience. - [€243B Tech spend ahead, but only 1 in 4 firms achieves scale: WBAM Research reveals structural paradox](https://objectway.com/objectway-monitor-deloitte-wbam-tech-spend-as-a-service-scalability-report-2026/) - WBAM firms investiranno €243 miliardi in Tech&Ops entro il 2029, ma solo il 25% ha raggiunto la scalabilità. Lo rivela la ricerca Deloitte-Objectway. - [New Research reveals the next Wealth Management divide: AI rewards firms built to scale](https://objectway.com/new-research-reveals-the-next-wealth-management-divide-ai-rewards-firms-built-to-scale/) - The next competitive divide in banking, wealth and asset management will not be defined by innovation alone, but by firms’ ability to scale it profitably. - [Objectway wins eighth consecutive Goodacre Award for Best Wealth Management System](https://objectway.com/objectway-wins-eighth-consecutive-goodacre-award-for-best-wealth-management-system/) - Objectway has been awarded Best Wealth Management System at the 2026 Goodacre Systems in the City FinTech Awards. - [Scaling, solution design, and the real impact of AI in financial services](https://objectway.com/scaling-solution-design-and-the-real-impact-of-ai-in-financial-services/) - Alberto Cuccu, COO International at Objectway, shares his perspective on how financial institutions can balance technological innovation with operational execution. - [About Objectway Personalisation at scale: Reimagining financial services through the lens of the experience](https://objectway.com/personalisation-at-scale-reimaging-financial-services-through-the-lens-of-the-experience/) - Clients expect seamless, personalized experiences, service and proactive insights, evolving from passive recipients to active participants in financial advice. - [Abundant Innovation, Elusive Scale: Rethinking Growth in Financial Services](https://objectway.com/abundant-innovation-elusive-scale-rethinking-growth-in-financial-services/) - This video interview presents Alberto Cuccu, Objectway’s COO International, sharing his perspective on how financial institutions can achieve scalable innovation. - [Platforms, AI and Private Equity Shaping the Future of Wealth Management](https://objectway.com/platforms-ai-and-private-equity-shaping-the-future-of-wealth-management/) - Platforms, partnerships and private equity are reshaping wealth management, as Objectway and Cinven outline a scalable path to innovation without complexity. - [Objectway and Crédit Agricole: Integrated Ecosystems to Address the Sector’s Emerging Challenges](https://objectway.com/objectway-and-credit-agricole-integrated-ecosystems-to-address-the-sectors-emerging-challenges/) - This video interview unfolds as a fluid and multi-voiced conversation where our eminent speakers engage in a shared reflection on the transformation of the wealth and asset management industry. - [Trust, AI and Scaling Wealth Management](https://objectway.com/trust-ai-and-scaling-wealth-management/) - Dr. Alexander Cassar, Objectway's CEO UK, shares his perspective on the transformation of the wealth management industry driven by AI, modular platforms, and service-based operating models. - [System in the City Fintech Awards 2026

4th June 2026 ](https://objectway.com/system-in-the-city-fintech-awards-2026/) - Objectway will be proud to attend the forthcoming edition of Systems in The City FinTech Awards 2026 organised by Goodacre. - [Consulenza e wealth management: nuovi modelli, più valore](https://objectway.com/consulenza-e-wealth-management-nuovi-modelli-piu-valore/) - Paolo Magnani, CREDEM e Nicola Pepè, Objectway, affrontano le trasformazioni che stanno ridisegnando il settore del wealth management e della consulenza. - [Innovation, Legacy Systems and Scaling Client Experience](https://objectway.com/innovation-legacy-systems-and-scaling-client-experience/) - Maarten Lindner, Lead Investments Product at Rabobank and Kurt Vanhee, Objectway's CEO Continental Europe highlight the strong momentum around innovation, reflecting on the value of collaboration. - [BEI St. Gallen Workshop 2026

20th - 22nd May 2026 ](https://objectway.com/bei-st-gallen-workshop-2026/) - Objectway partners with the Business Engineering Institute (BEI) St. Gallen for a new session in its workshop series. - [Partnerships, Innovation and Ecosystem Evolution](https://objectway.com/partnerships-innovation-and-ecosystem-evolution/) - Karl de Borger, KBC Securities Services, Thomas de Nil, vdk bank and Kurt Vanhee, Objectway focus on partnerships, governance and AI, highlighting trust, simplicity and ecosystem-driven finance. - [Wealth e Asset Management: perchè la scalabilità è la nuova sfida](https://objectway.com/wealth-e-asset-management-perche-la-scalabilita-e-la-nuova-sfida/) - Andrea Cattaneo, BNP Paribas, e Gianbattista Geroldi, Objectway sottolineano come la scalabilità è legata alla capacità di offrire soluzioni tecnologiche flessibili, in grado di adattarsi ai diversi modelli operativi dei clienti. - [A conversation on AI, resilience, and large-scale transformation](https://objectway.com/a-conversation-on-ai-resilience-and-large-scale-transformation/) - Eric van der Deijl, ABN AMRO Bank Country Operating Officer and Karl im Brahm, Objectway CEO DACH Region, address strategic priorities such as efficiency, resilience, and the tangible impact of AI in the financial services sector. - [Digital Integration in Wealth Management Conference 2026

17th – 18th March 2026 ](https://objectway.com/digital-integration-in-wealth-management-conference-2026/) - Objectway tackles the pitfalls of AI and CRM transformation in our upcoming keynote at Digital Integration in Wealth Management Conference 2026. - [MokaByte Conference 2026 – DevOps & Architecture Day

11th March 2026](https://objectway.com/moka-conference-2026-devops-architecture-day/) - In 2026, MokaByte Conference expands its experience with a day fully dedicated to DevOps, cloud-native architectures, and modern platform engineering. - [Objectway at Frankfurt Digital Finance 2026 – Driving the Future of European WealthTech Through Innovation, Scale, and Vision](https://objectway.com/objectway-at-frankfurt-digital-finance-2026-driving-the-future-of-european-wealthtech-through-innovation-scale-and-vision/) - At Frankfurt Digital Finance, Objectway’s Founder & Group CEO Luigi Marciano shared an inspiring narrative about the company’s journey to a leading European WealthTech provider. - [Wachstum mit Substanz: Karl im Brahm über Europas Finanzarchitektur](https://objectway.com/wachstum-mit-substanz-karl-im-brahm-uber-europas-finanzarchitektur/) - Karl im Brahm, DACH-CEO von Objectway, mit altii über Europas Wettbewerbsfähigkeit, strategisches Wachstum durch M&A und die Frage, warum Innovation in Banken oft an strukturellen Hürden scheitert. - [Why business owners’ biggest planning gap comes after the sale](https://objectway.com/why-business-owners-biggest-planning-gap-comes-after-the-sale/) - As more Canadian business owners prepare to sell, a lack of formal succession and post-sale planning is creating significant advice opportunities in the market. - [How can wealth managers balance AI innovation with cybersecurity?](https://objectway.com/how-can-wealth-managers-balance-ai-innovation-with-cybersecurity/) - As artificial intelligence (AI) becomes embedded across wealth management, firms are under increasing pressure to balance innovation with resilience. - [About Objectway From Vision to Platform: An Entrepreneurial Blueprint for Building a Pan-European WealthTech Leader](https://objectway.com/from-vision-to-platform-an-entrepreneurial-blueprint-for-building-a-pan-european-wealthtech-leader/) - At Frankfurt Digital Finance Objectway’s CEO & Founder, Luigi Marciano, shared his vision for how technology drives transformation in European wealth management. - [Artificial Intelligence Building a Composable Data & AI Ecosystem: Objectway and BEI on Driving Value Creation](https://objectway.com/building-composable-data-and-ai-ecosystem-objectway-and-bei-drive-value-creation/) - As part of its collaboration with the Business Engineering Institute St. Gallen (BEI), Objectway hosted a one-day workshop on “Value Creation from Data & AI”. - [Frankfurt Digital Finance Conference 2026

11th - 12th February 2026](https://objectway.com/frankfurt-digital-finance-conference-2026/) - The Frankfurt Digital Finance connects key participants in the European digital finance ecosystem. - [About Objectway Grafting Innovation, Cultivating Success: Scaling Growth at OWIN26](https://objectway.com/grafting-innovation-cultivating-success-scaling-growth-at-owin26/) - Innovation Built to Scale: Seize the opportunity to graft innovation into your business, building scalable growth at Objectway Customer Conference in 2026. - [DORA, Daten, Durchgängigkeit - Eine strukturelle Herausforderung für Finanzinstitute](https://objectway.com/dora-daten-durchgangigkeit-eine-strukturelle-herausforderung-fur-finanzinstitute/) - Nach einem Jahr DORA ist klar: Die Verordnung entfaltet ihre Wirkung nicht durch Papier, sondern durch Praxis. - [Codemotion Milan Conference 2025

14 - 15 Ottobre 2025](https://objectway.com/codemotion-milan-conference-202514-15-ottobre-2025/) - Preparati a incontrare Objectway e i nostri esperti per creare nuove connessioni. Iscriviti oggi alla nuova edizione del Codemotion Conference 2025 - [Join the Future of Fintech: Meet Objectway at Upcoming Career Events in Germany

Feb - Mar 2026](https://objectway.com/join-the-future-of-fintech-meet-objectway-at-upcoming-career-events-in-germany/) - Meet the Objectway team at our upcoming events! Explore our company culture and find out how our business creates the perfect environment for your talent. - [Leaders in Finance - Wealth Management Lunch

23rd January 2026](https://objectway.com/leaders-in-finance-wealth-management-lunch/) - Let's connect at next Leaders in Finance Wealth Management Lunch. Objectway's Conference Delegates will be happy to meet you and discuss the future of finance. - [Data & AI Use Case Ideation and Portfolio Selection Workshop

20th January](https://objectway.com/data-ai-use-case-ideation-and-portfolio-selection-workshop/) - Objectway and BEI invite you to an exclusive workshop focused on strategic value creation through Data and AI, transforming cutting-edge research into actionable business results. - [KI-Boom in Europa: Deutsche Banken geraten ins Hintertreffen](https://objectway.com/ki-boom-in-europa-deutsche-banken-geraten-ins-hintertreffen/) - Während Banken in Europa ihre IT-Budgets zunehmend auf Innovation und künstliche Intelligenz ausrichten, bleiben deutsche Institute zurückhaltend. - [Double win for Objectway WealthTech Suite at XCelent 2020 Awards](https://objectway.com/double-win-for-objectway-wealthtech-suite-at-xcelent-2020-awards/) - Objectway, a leader in the Digital Wealth & Asset Management software, won the XCelent award for Breadth of Functionality and for Client Base in Celent’s repor - [Zu wenig Innovationskraft: Deutsche Banken verlieren den Anschluss](https://objectway.com/zu-wenig-innovationskraft-deutsche-banken-verlieren-den-anschluss/) - Europas Banken investieren 2026 massiv in KI, während deutsche Institute weiter auf Effizienzprogramme setzen und damit international zurückfallen. - [In the spotlight - Jonathan Hartley, director of client success, Objectway](https://objectway.com/in-the-spotlight-jonathan-hartley-director-of-client-success-objectway/) - Jonathan Hartley oversees client experience, from onboarding and initial implementation, through to servicing after go-live. - [How will technology develop in 2026?](https://objectway.com/how-will-technology-develop-in-2026/) - Technology is constantly evolving, but what key trends will be shaping the wealth management industry in 2026? - [Digital Transformation Embracing Banking Megatrends: Insights from MoneyLive Conference and the Path to Composable Transformation](https://objectway.com/embracing-banking-megatrends-and-the-path-to-modular-transformation/) - Modular Core Banking has emerged as a pragmatic and future-ready response to the banking sector challenges. A modular approach enables banks to evolve. - [AIPB Forum 2025 – Savings & Investment Union: Il ruolo del risparmio privato](https://objectway.com/aipb-forum-2025-savings-investment-union-il-ruolo-del-risparmio-privato/) - Nicola Pepè, Senior Business Development Manager di Objectway, ha analizzato la sfida principale affrontata dall’Italia in questo momento: trasformare il risparmio privato in leva di sviluppo per l’economia. - [WealthTech Day 2025

4th December 2025Regulation Belgium’s New CGT: A Turning Point for Financial Institutions ](https://objectway.com/belgium-new-cgt-a-turning-point-for-financial-institutions/) - When Belgium announced the introduction of a Capital Gains Tax (CGT), the news landed with a thud across the financial sector. It changes the rules of the game. - [XVIII Forum del Private Banking: fiducia, innovazione, protezione: il valore della consulenza private](https://objectway.com/private-banking-forum-il-valore-della-consulenza-private/) - DEC 2, 2022 XVIII Forum del Private Banking: fiducia, innovazione, protezione: il valore della consulenza private Gianbattista Geroldi CEO Italy Objectway Video Interview #DigitalAdvisory #ClientCommunication Objectway ha partecipato alla 18esima Edizione del Forum del Private Banking, che quest’anno ha dedicato la sua attenzione al tema della consulenza private. In questa intervista, Gianbattista Geroldi, VIce President - [Objectway at Wealth Tech Day 2023 in Luxembourg](https://objectway.com/wealth-tech-day-2023-kurt-vanhee-interviewed-by-hubfinance/) - MAR 7, 2023 Objectway at Wealth Tech Day 2023 in Luxembourg Kurt Vanhee Managing Director Continental Europe & North America Objectway Video Interview #OWIN #DigitalChange #Digitalisation Kurt Vanhee, Managing Director Continental Europe & North America, has been interviewed by Hubfinance during the last Edition of the Wealth Tech Day 2023. This has been the opportunity - [Sma: il caso delle nuove gestioni in arrivo dall’America](https://objectway.com/sma-il-caso-delle-nuove-gestioni-in-arrivo-dallamerica/) - I Separately managed account (Sma) consentono ai clienti di diventare parte attiva del processo d’investimento. - [Un patto tra le generazioni: l’agenda del private banking](https://objectway.com/aipb-forum-2023-intelligenza-artificiale-per-il-futuro-del-private-banking/) - NOV 28, 2023 Un patto tra le generazioni: l’agenda del private banking Gianbattista Geroldi CEO Italy Objectway Video Interview #HybridAdvisory #Artificialintelligence #DigitalCollaboration #Automation #ClientCommunication L’ultima edizione dell’AIPB Forum è stata l’occasione per Objectway di illustrare il proprio punto di vista sull’applicazione crescente dell’intelligenza artificiale nei processi di investimento. Gianbattista Geroldi, CEO Italy Objectway, espone in - [How to take advantage of the best of innovation to achieve a long-term sustainable growth](https://objectway.com/how-to-take-advantage-of-the-best-of-innovation-to-achieve-a-long-term-sustainable-growth/) - MAY 26, 2023 How to take advantage of the best of innovation to achieve a long-term sustainable growth Dr. Alexander Cassar Objectway Chief Business Operation Officer Video Interview #HybridAdvisory #Artificialintelligence #DigitalCollaboration #Automation #ClientCommunication During the the 8th Edition of the Private Wealth Management Forum organized by L’Agefi, Dr. Alexander Cassar, Objectway Chief Business Operation Officer, - [AM Tech Day 2023: Take back the control of your data!](https://objectway.com/am-tech-day-2023-take-back-the-control-of-your-data/) - OCT 17, 2023 AM Tech Day 2023: Take back the control of your data! Miroslav Petrov Product Director – Investment Compliance Objectway Video Interview #ClientExperience #BackOffice #Digitalisation #Artificialintelligence Objectway partnered with L’Agefi for the last Edition of AM Tech Day in Paris. The leading event for the asset management industry and its technological transformations, has - [Ottenere vantaggi competitivi nei servizi di investimento attraverso servizi di consulenza digitali e integrati](https://objectway.com/partnership-objectway-unblu-come-ottenere-vantaggi-competitivi-con-una-piattaforma-digitale-integrata/) - NOV 3, 2023 Ottenere vantaggi competitivi nei servizi di investimento attraverso servizi di consulenza digitali e integrati Nicola Pepè Senior Business Development Manager Objectway Ricardo Elizo Sales Director Iberia & Italy Unblu Video Interview #HybridAdvisory #Hyperpersonalisation #DigitalCollaboration #Customerjourney Objectway ha partecipato alla 16ª Edizione del Forum Banca assieme ad Unblu, avendo così l’occasione di presentare - [Objectway interviene al 1° Wealth Management Summit di We Wealth](https://objectway.com/objectway-interviene-al-primo-wealth-management-summit-di-we-wealth/) - Objectway interviene al Wealth Management Summit di We Wealth per discutere come poter migliorare il servizio di consulenza a disposizione del cliente. - [Objectway's interview for the Private Banker International: strategy, challenges and future trends](https://objectway.com/karl-im-brahm-discusses-objectway-future-strategies-for-2023-with-private-banker-international/) - Objectway's interview for the Private Banker International - [AIPB Forum 2024 – I capitali privati per la crescita: il ruolo del Private Banking](https://objectway.com/aipb-forum-2024-i-capitali-privati-per-la-crescita-il-ruolo-del-private-banking/) - Gianbattista Geroldi, CEO Italia Objectway, illustra quali sono i fattori che determinano la crescita del mercato del private banking in Italia. - [L’hyper-automatisation et l’IA: leviers d’efficacité et de personnalisation](https://objectway.com/lhyper-automatisation-et-lia-leviers-defficacite-et-de-personnalisation/) - Lors de la dernière édition de l’AM Tech Day 2025, Miroslav Petrov, Directeur Produit chez Objectway, a exploré la manière dont l'IA redéfinit la gestion d’actifs. - [Empowering new opportunities: how current challenging market conditions are shaping the wealth management industry](https://objectway.com/how-current-challenging-market-conditions-are-shaping-the-wealth-management-industry/) - JUN 9, 2023 Empowering new opportunities: how current challenging market conditions are shaping the wealth management industry Paola Ragno We Wealth Journalist Roger Portnoy Objectway Chief Strategy Officer Video Interview #Artificialintelligence #DigitalCollaboration #Automation #ClientCommunication #Onboarding #Portfoliomanagement Interviewed by We Wealth, Roger Portnoy, Objectway Chief Strategy Officer, provides an insightful perspective on how the wealth management - [15. Finanzplatztag June 2022 – Enabling Democratization in Wealth Management](https://objectway.com/finanzplatztag-enabling-democratization-in-wealth-management/) - OCT 21, 2022 15. Finanzplatztag June 2022 – Enabling Democratization in Wealth Management Karl im Brahm CEO BEI Die Software Objectway Group Jörg Birkelbach Founder of FinanzplanerTV GmbH Video Interview #DigitalChange #Digitalisation #ClientExperience #OpenFinance Objectway participated to 15. Finanzplatztag discussing how to enable Democratization in Wealth Management, touching the many aspects that are impacting and - [Objectway a SdR2024: Esperienza, Digitalizzazione e Competenza per il mondo Alternative](https://objectway.com/objectway-a-sdr2024-esperienza-digitalizzazione-e-competenza-per-il-mondo-alternative/) - APR 12, 2024 Objectway a SdR2024: Esperienza, Digitalizzazione e Competenza per il mondo Alternative Gianbattista Geroldi CEO Italy Objectway Paolo Bonacina BPO Service Operation Director Objectway Video Interview #Artificialintelligence #DigitalCollaboration #Automation #ClientCommunication #Onboarding #Portfoliomanagement Il Salone del Risparmio è oramai divenuto per Objectway un appuntamento fisso e quest’anno abbiamo partecipato alla nuova edizione con una - [Oltre la Crisi: il ruolo della tecnologia per promuovere la crescita innovativa del settore finanziario](https://objectway.com/oltre-la-crisi-il-ruolo-della-tecnologia-per-promuovere-la-crescita-innovativa-del-settore-finanziario/) - MAY 23, 2023 Oltre la Crisi: il ruolo della tecnologia per promuovere la crescita innovativa del settore finanziario Gianbattista Geroldi CEO Italy Objectway Stefano Rossi Chief Executive Officer Euclidea Video Interview #Artificialintelligence #DigitalCollaboration #Automation #ClientCommunication #Onboarding #Portfoliomanagement In occasione della tredicesima edizione del Salone del Risparmio, Gianbattista Geroldi, CEO Objectway Italia e Stefano Rossi, Chief - [Banche svizzere in Italia: la sfida del 2027, tra regole e mercato](https://objectway.com/banche-svizzere-in-italia-la-sfida-del-2027-tra-regole-e-mercato/) - Tra poco più di un anno, le banche di Paesi terzi, Svizzera inclusa, potranno operare in Italia attraverso l’apertura di una succursale sul territorio nazionale. - [CRD VI: opportunità e sfide per le banche svizzere in Italia](https://objectway.com/crd-vi-opportunita-e-sfide-per-le-banche-svizzere-in-italia/) - CRD 6: opportunità e sfide per le banche svizzere in Italia. A partire dal 2027, le banche dei Paesi extra-UE, Svizzera inclusa, potranno operare in Italia solo aprendo una succursale bancaria. - [Banken: REGULATORIK ALS INNOVATIONSQUELLE?](https://objectway.com/banken-regulatorik-als-innovationsquelle/) - Neue gesetzliche Vorgaben stellen Banken von Echtzeitzahlungen über Nachhaltigkeitsberichte bis hin zu verkürzten Wertpapierabwicklungen vor enorme Herausforderungen. Viele Häuser müssen ihre IT-Systeme anpassen, ohne den laufenden Betrieb zu stören. - [WealthTech Matters - Autumn 2025

6th November 2025](https://objectway.com/wealthtech-matters-autumn-2025/) - Objectway sponsors the WealthTech Matters Forum, bringing together leading technology providers and practical insights to drive innovation in the wealth management industry. - [AIPB Forum 2025

5 Novembre 2025](https://objectway.com/aipb-forum-20255-novembre-2025/) - Objectway partecipa alla nuova edizione dell'AIPB Forum dedicato al mondo del Private Banking. L'evento annuale sarà dedicato al ruolo del risparmio privato. - [Artificial Intelligence Balancing Innovation and Trust: AI's Role in Future Advisory Workflows](https://objectway.com/balancing-innovation-and-trust-ai-role-in-future-advisory-workflows/) - At Unblu Impact Day 2024 Objectway debated AI’s role in shaping the transformation of advisory workflows, considering the balance between innovation and trust. - [AM Tech Day 2025

4th November 2025](https://objectway.com/am-tech-day-20254th-november-2025/) - Objectway is partner of L’Agefi for the 16th Edition of AM Tech Day 2025. - [MoneyLIVE Nordic Banking

28th - 29th October 2025](https://objectway.com/moneylive-nordic-banking28th-29th-october-2025/) - Objectway is delighted to invite you to MoneyLive Nordic Banking Conference in Copenhagen to explore how banks can rearchitect their systems to tap on emerging opportunities. - [Unleashing the full potential of Data, AI, and Strategic Parterships to exceptional Customer Experience](https://objectway.com/unleashing-the-full-potential-of-data-ai-and-strategic-parterships-to-exceptional-customer-experience/) - In this interview Nico Permentier, KBC Bank Head of UX Creation and Services Design, defines the role of AI in their business organization and how it has improved customer experience. - [Crafting a Roadmap for Successful Innovation and Client Partnership in Financial Services](https://objectway.com/crafting-a-roadmap-for-successful-innovation-and-client-partnership-in-financial-services/) - Dr. Alexander Cassar, Objectway Chief Business Operation Officer, delves into the Objectway Innovation Diamond framework, describing its four main parts: customer experience, offering evolution, business re-configuration and sustainability. - [From Objectway Innovation Diamond to the canals of Venice: A Journey across Sustainable Innovation at OWIN23](https://objectway.com/from-objectway-innovation-diamond-to-the-canals-of-venice-a-journey-across-sustainable-innovation-at-owin23/) - Roger Portnoy, Objectway Chief Strategy Advisor, kick offs to the The Wealth Mosaic video interviews series made during Objectway OWIN23 Customer Conference. - [I&T Partnership Journey with Objectway: A tale of Collaboration and Innovation](https://objectway.com/it-partnership-journey-with-objectway-a-tale-of-collaboration-and-innovation/) - Laurits Louis-Serup Kjærgaard, Investering & Tryghed Business Development Manager, , describes the main pillars of the ongoing partnership between Investering & Tryghed and Objectway. - [Redmayne Bentley's journey with Objectway towards a new Operating Model](https://objectway.com/redmayne-bentleys-journey-with-objectway-towards-a-new-operating-model/) - Since the partnership with Objectway has started, Redmayne Bentley has re-platformed its entire business across multiple areas, such as customer engagement and portfolio management. - [Objectway partners with Unblu to deliver seamless Digital Collaboration for Investment Services](https://objectway.com/objectway-partners-with-unblu-to-deliver-seamless-digital-collaboration-for-investment-services/) - Alberto Cuccu, Objectway Chief Solution Officer, describes the benefits coming from the partnership signed with Unblu. - [KBC Securities Services & Objectway: A Strategic Partnership to Maximize Expertise and Amplify Efficiency](https://objectway.com/kbc-securities-services-objectway-a-strategic-partnership-to-maximize-expertise-and-amplify-efficiency/) - In this interview, held during Objectway OWIN23 Customer Conference, Maarten De Clerck, KBC Securities Services Head of Product Development, depicts how the ongoing partnership with Objectway is developing on two different levels. - [Empowering Advisory Services: Novobanco’s Journey with Objectway](https://objectway.com/empowering-advisory-services-novobancos-journey-with-objectway/) - “It all began in 2018” says Elisabete, when, due to Novobanco’s history and the bank’s compliance regulations, they need to change their advisory service approach. - [Objectway & everyoneINVESTED: an innovative partnership to enhance Risk Profiling](https://objectway.com/objectway-everyoneinvested-an-innovative-partnership-to-enhance-risk-profiling/) - The partnership between Objectway and everyoneINVESTED is based on a behavioral finance-driven solution redefining risk profiling. - [Enhancing Advisor Productivity: Compliance, Automation and Process](https://objectway.com/enhancing-advisor-productivity-compliance-automation-and-process/) - Geoff Parslow, Head of Sales & Business Development Canada, Objectway, sits down to discuss the evolving landscape of wealth management, compliance, and technology. - [Business Transformation & Technology post Covid19 and how to attract new business from introducers, IFA’s & EAMs](https://objectway.com/business-transformation-technology-post-covid19-and-how-to-attract-new-business-from-introducers-ifas-eams/) - Business Transformation & how to attract new business from introducers, IFAs & EAMs Alberto Cuccu Chief Solution Officer Stephen Wall Founder of The Wealth Mosaic OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Technology As part of The Wealth Mosaic UK Wealth Tech Landscape Report 2022, Stephen Wall, founder of The Wealth Mosaic, interviews Alberto Cuccu, Chief - [Strategic Choices for Wealth Managers & WealthTechs](https://objectway.com/strategic-choices-for-wealth-managaers-wealthtechs/) - Strategic Choices for Wealth Managers & WealthTechs Alexander Cassar Chief Business Development Officer Stephen Wall Founder of The Wealth Mosaic OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Digitalchange#Onboarding#ClientCommunication#Portfoliooptimisation#Digitalengagement As part of The Wealth Mosaic WealthTech Report 2022, Stephen Wall, founder of The Wealth Mosaic, interviews Dr. Alexander Cassar, Chief Business Development Officer at Objectway. In this - [Objectway talks with The Wealth Mosaic: UK market strategy, challenges, and future trends](https://objectway.com/objectways-interview-for-the-wealth-mosaic-uk-market-strategy-challenges-and-future-trends/) - Stephen Wall, TWM Founder, discusses key current challenges for the UK market with Jonathan Hartley, Objectway’s Client Success Director. - [Crafting a comprehensive client success strategy: Objectway’s own version](https://objectway.com/crafting-a-comprehensive-client-success-strategy-objectways-own-version/) - In this second part of the interview, Jonathan Hartley, Objectway’s Client Success Director, remarks on Objectway's strategy, which focuses on customization. - [Engaging the Next Generation of Investors leveraging Financial Education](https://objectway.com/engaging-the-next-generation-of-investors-leveraging-financial-education/) - Karl im Brahm, Objectway’s CEO DACH Region in this interview with ARD-Finanzredaktlon points out the importance of financial education for young investors. - [The road ahead for wealth management: technological innovation and AI adoption as strategic imperatives](https://objectway.com/the-road-ahead-for-wealth-management-technological-innovation-and-ai-adoption-as-strategic-imperatives/) - Tariq Khan, Objectway Director of Sales & Account Management uncovers top business objectives for UK wealth managers in next three to five years. - [AM Tech Day 2022: Democratising investment, risk or opportunity?](https://objectway.com/kurt-vanhee-am-tech-day-2022-democratising-investment/) - AM Tech Day 2022: Democratising investment, risk or opportunity? Kurt Vanhee Managing Director Central Europe Objectway OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Owin#DigitalChange#Digitalisation Objectway took part to the 13th Edition of AM Tech Day 2022 in Paris, the pan-European event organised by L’Agefi, the leading media group for the financial services community in France. In - [Il futuro del wealth management: efficienza, personalizzazione, innovazione tecnologica e dei modelli di servizio](https://objectway.com/efficienza-personalizzazione-e-innovazione-tecnologica-guidano-la-crescita-della-domanda-di-nuovi-modelli-di-servizio-nel-settore-private-e-wealth-management/) - Gianbattista Geroldi, CEO Italia Objectway, fornisce una prospettiva sui cambiamenti che l’innovazione tecnologica sta determinando per il settore del private e wealth management. - [Banche svizzere e mercato italiano: tra opportunità ed evoluzione operativa](https://objectway.com/banche-svizzere-e-mercato-italiano-tra-opportunita-ed-evoluzione-operativa/) - Con l’entrata in vigore della direttiva europea CRD VI prevista dal 10 gennaio 2027 le banche di Paesi extra-Ue, Svizzera inclusa, potranno operare in Italia solo attraverso l’apertura di una succursale bancaria. - [From seven logins to one: How integrated platforms boost advisor productivity](https://objectway.com/how-integrated-platforms-boost-advisor-productivity/) - In Canada, many firms are actively looking for technology partners they can trust to modernize their advisor platforms and bring real operational cohesion. - [New outlooks for reinventing your business and improving client relationship](https://objectway.com/new-outlooks-to-reinvent-your-business-and-improve-client-relationship-the-innovation-diamond-framework/) - Roger Portnoy, Chief Strategy Officer - Clients shared how they modernize their business models, reflecting the diamond: not just tech, but experience, offerings, and operating model. - [2025 SIMA Annual Leadership Conference

14th - 15th October 2025](https://objectway.com/2025-sima-annual-leadership-conference14th-15th-october-2025/) - Join Objectway at upcoming SIMA Annual Leadership Conference in Toronto for a dynamic line-up of sessions for the securities and investment management industry. - [PAM Forum 2025

20th October 2025](https://objectway.com/pam-exclusive-seminar20th-october-2025-2/) - TechDrinks è il format di SheTech che unisce ispirazione e networking: ti aspettiamo a Milano per incontrare le professioniste Objectway e condividere le loro esperienze professionali. - [Advisor Productivity: Solving the Canadian Integration Gap](https://objectway.com/advisor-productivity-solving-the-canadian-integration-gap/) - Finanzinstitute müssen ihre veralteten Kernbankensysteme modernisieren, um Prozesse zu automatisieren, regulatorische Vorgaben zuverlässig zu erfüllen, Risiken zu minimieren und schneller neue Produkte auf den Markt bringen zu können. - [Kernbankmigration: Warum 80 Prozent aller Projekte scheitern und wie Banken Millionenverluste vermeiden](https://objectway.com/kernbankmigration-warum-80-prozent-aller-projekte-scheitern-und-wie-banken-millionenverluste-vermeiden-kernbankmigration-warum-80-prozent-aller-projekte-scheitern-und-wie-banken-millionenverluste-verm/) - Finanzinstitute müssen ihre veralteten Kernbankensysteme modernisieren, um Prozesse zu automatisieren, regulatorische Vorgaben zuverlässig zu erfüllen, Risiken zu minimieren und schneller neue Produkte auf den Markt bringen zu können. - [Banken können Millionen bei der Migration von Kernbanksystemen vermeiden](https://objectway.com/anken-konnen-millionen-bei-der-migration-von-kernbanksystemen-vermeiden/) - Finanzinstitute müssen ihre veralteten Kernbankensysteme modernisieren, um Prozesse zu automatisieren, regulatorische Vorgaben zuverlässig zu erfüllen, Risiken zu minimieren und schneller neue Produkte auf den Markt bringen zu können. - [AI helps ME wealth market catch up with the UK](https://objectway.com/ai-helps-me-wealth-market-catch-up-with-the-uk/) - AI can promote transparency, thereby strengthening trust and ensuring that client expectations are met. - [Is Hyper Personalisation achievable in the advisory wealth management?](https://objectway.com/is-hyper-personalisation-achievable-in-the-advisory-wealth-management/) - Koen Goossens, Senior Client Solution Leader, Objectway - Achieving “Hyper personalization” in the wealth management business is typically a challenge. - [From one-fits-all to client-centric: how wealth managers are shifting to stay relevant](https://objectway.com/the-shift-to-a-client-centric-model-in-wealth-management/) - Kurt Vanhee, Managing Director CE & North America, Objectway - Hyper-personalisation in banking and wealth management is the approach that provides a unique user experience and high-quality service, each time a client interacts with his Bank or Advisor. - [Hyper Personalisation in the context of investor risk profiling](https://objectway.com/hyper-personalisation-in-the-context-of-investor-risk-profiling/) - Jurgen Vandenbrouck, Managing Director, EveryoneINVESTED - There is a lot of potential for hyper-personalisation in the context of risk profiling. - [Use digital change to improve the 'WOW factor' for clients](https://objectway.com/use-digital-change-to-improve-client-relationship/) - Tariq Khan, Director of Business Development, Objectway - So is digital change the only answer to a better client experience? - [Has the pandemic accelerated adoption of new technology in wealth management firms?](https://objectway.com/the-adoption-of-new-technology-in-wealth-management-after-the-pandemic/) - David Wilson, Senior Business Development Manager, Objectway - The application of more digital services during the Covid pandemic has been a necessity to maintain connectivity between investment advisors and their clients. - [Treat different people differently](https://objectway.com/making-client-experience-a-unique-one/) - Alexander Cassar, CBOO, Objectway - High Net-worth Individuals expect privileges and exceptional treatment, and wealth managers know this very well. - [Are you managing wealth or client experience? Pt.1](https://objectway.com/are-you-managing-wealth-or-client-experience-pt-1/) - Vladimir Dimitroff, Chairman at Senior Executives Forum, Objectway - Customer Experience is at least as important as preserving and growing the wealth. - [Are you managing wealth or client experience? Pt.2](https://objectway.com/are-you-managing-wealth-or-client-experience-pt-2/) - Vladimir Dimitroff, Chairman at Senior Executives Forum, Objectway - Customer Experience is at least as important as preserving and growing the wealth. - [The importance of Client Experience](https://objectway.com/the-importance-of-client-experience/) - Katie Royals speaks to Tariq Khan, Director of Business Development at Objectway, about how firms can leverage the powers of technology to offer an enhanced level of service to clients. - [Il modello cross border nei servizi di consulenza patrimoniale](https://objectway.com/il-modello-cross-border-nei-servizi-di-consulenza-patrimoniale/) - Nicola Pepè, Senior Business Development Manager, Objectway - Comunemente un’operazione cross border è una transazione che implica l’acquisto e la vendita di strumenti finanziari negoziati in mercati non domestici oppure la partecipazione di controparti residenti in Paesi diversi. - [La nuova direzione della Consulenza Patrimoniale](https://objectway.com/nuova-direzione-della-consulenza-patrimoniale/) - Gianbattista Geroldi, CEO Italia, Objectway - La consulenza patrimoniale ha subito profonde trasformazioni negli ultimi anni passando da un modello basato su una relazione tra Cliente e Consulente, ad un processo di consulenza via via sempre più digitale. - [Cross Border Private Banking: l’approccio olistico Glocal di Cassa Lombarda](https://objectway.com/cross-border-e-private-banking-il-modello-olistico-cassa-lombarda/) - Paolo Vistalli, AD & Direttore Generale, Cassa Lombarda - Cassa Lombarda, in concerto con la Capogruppo PKB, ha avviato un progetto per offrire i propri servizi di investimento ed Objectway è stato selezionato come partner strategico. - [Building Operational Resilience: are you ready?](https://objectway.com/building-operational-resilience/) - Alexander Cassar, CBOO, Objectway - Why do we consider Operational Resilience critically important? - [Operational Resilience: a new cornerstone for proper business management](https://objectway.com/operational-resilience-a-new-cornerstone-for-proper-business-management/) - Alberto Cuccu, CEO, Objectway Ltd - Operational Resilience addresses firms and their ability to remain operative, even during disruptions and severe outbreaks. - [Operational Resilience: Putting Murphy and Sod out of business](https://objectway.com/operational-resilience-putting-murphy-and-sod-out-of-business/) - Sean Lam, CEO of Walker Crips - Operational Resilience is not just a business or technological issue, but all of them. - [Future proofing your business through Operational Resilience](https://objectway.com/future-proofing-your-business-through-operational-resilience/) - Tariq Khan, Director of Business Development, Objectway - Operational Resilience has increasingly become a higher priority. - [Wind of change – A Personal Bank in a Digital Age](https://objectway.com/a-personal-bank-in-a-digital-age/) - Eric van der Deijl, COO at ABN AMRO Bank N.V. in Germany explains how today the formula of success for wealth management firms, is relying on cloud technology to increase efficiency - [Adjusting traditional models and communications to engage your client base](https://objectway.com/adjusting-traditional-models-to-engage-your-client-base/) - Kerstin Jungmann, Head of Digital Sales & Business Development, HAUCK AUFHÄUSER LAMPE talks about the adjustment of traditional models and communications to engage your next client base. - [Why is democratizing wealth managment so important?](https://objectway.com/democratizing-wealth-management/) - Tariq Khan, Director of Business Development, Objectway - Customers require an omnichannel and hybrid approach to get closer to wealth management companies. - [Democratizing Wealth: there is a wind of change blowing in wealth management](https://objectway.com/democratizing-wealth/) - Karl im Brahm, CEO BEI Die Software Objectway Group, explains how today the formula of success for wealth management firms, is relying on cloud technology to increase efficiency, - [Shaping the Future of Wealth Management: an outlook on trends for 2025](https://objectway.com/shaping-the-future-of-wealth-management-an-outlook-on-trends-for-2025/) - Kurt Vanhee, Objectway Managing Director Continental Europe & North America, discussed with industry experts main changes that are affecting wealth management market. - [Objectway a SdR2024 per approfondire il ruolo dei FIA, trend di mercato ed esigenze degli operatori](https://objectway.com/objectway-a-sdr2024-per-approfondire-il-ruolo-dei-fia-trend-di-mercato-ed-esigenze-degli-operatori/) - Gianbattista Geroldi, CEO Italia Objectway, introduce il ruolo svolto da Objectway in quanto partner strategico nel settore dei Fondi Alternativi di Investimento (FIA). - [SGR e Tecnologia: la nuova alleanza per migliorare la produttività del mondo Alternative](https://objectway.com/sgr-e-tecnologia-la-nuova-alleanza-per-migliorare-la-produttivita-del-mondo-alternative/) - Paolo Bonacina, BPO Service Operation Director Objectway spiega come la domanda di supporto tecnologico da parte di asset manager ed intermediari finanziari che operano nel segmento dei FIA sta venendo ridisegnata da diversi fattori che vedono nella tecnologia il loro fil rouge. - [L’introduzione dell’automazione e di tecnologie robotiche per il potenziamento dei processi operativi: le soluzioni Objectway per le SGR](https://objectway.com/lintroduzione-dellautomazione-e-di-tecnologie-robotiche-per-il-potenziamento-dei-processi-operativi-le-soluzioni-objectway-per-le-sgr/) - Paolo Bonacina, BPO Service Operation Director, Objectway, illustra nel dettaglio le soluzioni sviluppate da Objectway per migliorare la produttività dei processi operativi delle SGR. - [SMA: un’opportunità per la crescita del Wealth Management in Italia](https://objectway.com/sma-unopportunita-per-la-crescita-del-wealth-management-in-italia/) - Mauro Panebianco, Partner PwC, Asset and Wealth Management EMEA Advisory Leader, definisce i vantaggi che derivano dall’adozione degli SMA per il mercato delle gestioni patrimoniali in Italia. - [Oltre il Portafoglio Tradizionale: Separately Managed Accounts e Innovazione per l’Italia](https://objectway.com/lorenzo-palleroni-sma-oltre-il-portafoglio-tradizionale-separately-managed-accounts-e-innovazione-per-litalia/) - Lorenzo Palleroni, Amministratore Delegato e Direttore Generale, Vontobel Wealth Management SIM, descrive come gli SMA non si configurano soltanto come un prodotto d’investimento, ma come un vero e proprio modello di servizio. - [Efficienza, Trasparenza e Flessibilità con gli SMA: il modello Euroimmobiliare Advisory SIM](https://objectway.com/gianmarco-zanetti-sma-efficienza-trasparenza-e-flessibilita-con-gli-sma-il-modello-euroimmobiliare-advisory-sim/) - Gianmarco Zanetti, Direttore Generale, Euroimmobiliare Advisory SIM, ripercorre l’esperienza che il loro business ha potuto consolidare nell’utilizzo degli SMA come modelli di servizio innovativi. - [Abilitare gli SMA: l’infrastruttura Objectway per una gestione personalizzata degli investimenti](https://objectway.com/massimiliano-renzulli-sma-abilitare-gli-sma-linfrastruttura-objectway-per-una-gestione-personalizzata-degli-investimenti/) - Massimiliano Renzulli, Market Solution Director Objectway, offre la prospettiva Objectway, ovvero il soggetto che fornisce l’infrastruttura tecnologica per l’implementazione degli SMA. - [SMA e Normativa Italiana: le prossime sfide dopo la RIS](https://objectway.com/mauro-panebiancosma-e-normativa-italiana-le-prossime-sfide-dopo-la-ris/) - Mauro Panebianco, Partner PwC, Asset and Wealth Management EMEA Advisory Leader - L'implementazione degli SMA in Italia può essere supportata solo da una maggiore flessibilità normativa. Deregolamentare è la parola chiave, sottolinea Mauro Panebianco. - [Onboarding e Asset Allocation Strategico: le direttrici per la trasformazione degli SMA in Italia](https://objectway.com/gianmaco-zanettisma-onboarding-e-asset-allocation-strategico-le-direttrici-per-la-trasformazione-degli-sma-in-italia/) - Gianmarco Zanetti, Direttore Generale, Euromobiliare Advisory SIM, individua tre principali linee direttrici che potrebbero agevolare l’applicazione degli SMA. - [Profilazione, cambio culturale e change management per un nuovo processo di consulenza](https://objectway.com/lorenzo-palleroni-sma-profilazione-cambio-culturale-e-change-management-per-un-nuovo-processo-di-consulenza/) - Lorenzo Palleroni, AD e Direttore Generale, Vontobel Wealth Management SIM, spiega quali sono i cambiamenti a livello organizzativo e operativo che intervengono nella struttura del processo di consulenza. - [SMA: Verso un modello integrato, flessibile e sostenibile](https://objectway.com/massimiliano-renzulli-sma-verso-un-modello-integrato-flessibile-e-sostenibile/) - Max Renzulli, Market Solution Director Objectway spiega come gli SMA possono innescare un nuovo modo di intendere la relazione consulente-cliente. - [Analisi di scenario come antidoto alla maggior incertezza finanziaria](https://objectway.com/analisi-di-scenario-come-antidoto-alla-maggior-incertezza-finanziaria/) - Domenico Sartore, Professore, Università Ca’ Foscari Venezia - I gestori di portafogli necessitano di strumenti adeguati per l’analisi degli scenari sia per comparare quanto avvenuto in passato ma anche e soprattutto per provare ad analizzare possibili scenari futuri e cercare di fare scelte supportate da analisi e dati. - [Come sfruttare le crisi di mercato e trasformarle in opportunità](https://objectway.com/sfruttare-le-crisi-di-mercato-e-cogliere-opportunita/) - Marco Migliorin, Senior Business Leader, Objectway - Il fenomeno della globalizzazione è coinciso con alcuni lustri di crescita sostenuta in quasi tutto il mondo, che ha aumentato le opportunità di investimento, ma anche le occasioni di crisi circoscritte o sistemiche. - [Objectway sustainable vision of the future](https://objectway.com/podcast-owin23-objectway-sustainable-vision-of-the-future/) - Luigi Marciano, Founder & CEO Objectway - Business Sustainable Innovation is going to be at the very heart of OWIN23. For us, it lies in the ability of an organisation to adapt and evolve to smoothly meet changing needs and preferences. - [Trends and key themes in sustainable innovation in wealth](https://objectway.com/owin23-trends-and-key-themes-in-sustainable-innovation-in-wealth/) - Roger Portnoy, Chief Strategy Advisor, Objectway - Trends and key themes in sustainable innovation in wealth. - [Building stronger relationships: the value of customer conferences for business development](https://objectway.com/building-stronger-relationships-the-value-of-customer-conferences-for-business-development/) - Alexander Cassar, Objectway Chief Business Operation Officer - Building stronger relationships: the value of customer conferences for business development. - [Looking into the eyes of Sustainable Innovation](https://objectway.com/looking-into-the-eyes-of-sustainable-innovation/) - Alberto Cuccu, Chief Operating Officer, Objectway - Our framework, is based on the consolidated concept of the Innovation Diamond. The Innovation Diamond is defined by 3 Dimensions. - [Elevating Collaboration: Harnessing the Latest Tools for Improved Customer Engagement](https://objectway.com/how-harnessing-the-latest-tools-can-lead-to-improved-customer-engagement/) - FEB 24, 2023 Elevating Collaboration: Harnessing the Latest Tools for Improved Customer Engagement Michele Tanzi Objectway Market Solution Director OWIN23 #Customerconference #OWIN #Sustainability #Digitalisation #Customerjourney #RoboAdvisory Finally, they are showing a growing interest in sustainable investing and looking for investments that promote positive ESG outcomes. This is crucial. So, won’t settle for anything less, non-negotiable - [Leading voices: AWS on innovating for and with customers on a long term view](https://objectway.com/leading-voices-aws-on-innovating-for-and-with-customers-on-a-long-term-view/) - Davide Balladori, FSI Lead, Amazon Web Services - From 1996 Amazon and from 2006 AWS do really focus on innovating for customers and with customers staying stubborn on the long-term view, to avoid false and speculated achievements, but – at the same time - providing a program, a plan along with customers can evolve gradually their business to stay competitive in the market. - [How Personalised Customer Experiences Drive Innovation in the Banking Industry](https://objectway.com/how-personalised-customer-experiences-drive-innovation-in-the-banking-industry/) - Karl im Brahm, CEO DACH Region Objectway Group & Eric van der Deijl, COO, CIO & CDO ABN AMRO Bank NV discuss how Personalised Customer Experiences Drive Innovation in the Banking Industry. - [Competing on Customer Experience & Achieving Higher Lifetime Value](https://objectway.com/competing-on-customer-experience-and-achieving-higher-lifetime-value/) - Tariq Khan, Objectway Director of Sales and Account Management - Customer experience is not a recent trend anymore. It has been at the top of everyone’s agenda for years and is now widely recognized as a key aspect of business strategy. - [Banks and Fintech on Platform Economies: Contextual and Conscious Banking](https://objectway.com/banks-and-fintech-on-platform-economies-paolo-sironi/) - Paolo Sironi, Global Research Leader Banking and Financial Markets, IBM, Institute for Business Value - Information is everything contained in a bank’s core banking system, that means the transactions for payments or the adverse selection. - [From rough to polished: Objectway's Diamond framework for sparkling Wealth Management ](https://objectway.com/objectway-diamond-framework-for-wealth-management/) - Kurt Vanhee, Objectway Managing Director Continental Europe & North America - From rough to polished: Objectway’s Diamond framework for sparkling Wealth Management. - [Adapting to the ever-changing tides: Innovation Challenges and Drivers in Private Banking ](https://objectway.com/innovation-challenges-and-drivers-in-private-banking/) - Gordan Torbica, COO/CRO Hauck Aufhäuser Lampe - Innovation Challenges and Drivers in Private Banking: the case of Hauck Aufhäuser Lampe Privatbank to create a common platform for a unique banking solution. - [Boosting Operational Excellence and Innovation](https://objectway.com/boosting-operational-excellence-and-innovation/) - Maarten De Clerck, Head of Product Development KBC Securities Services & Karl De Borger, Head of Sales & Relationship Management KBC Securities Services - KBC Securities Services provides its perspective on the Objectway Platform for improving operational efficiency. - [Artificial Intelligence Objectway at the BEI Workshop on Data and Hyperautomation – Turning technological innovation into practical and sustainable strategies](https://objectway.com/artificial-intelligence-objectway-at-the-bei-workshop-on-data-and-hyperautomation-turning-technological-innovation-into-practical-and-sustainable-strategies/) - Objectway presentation emphasized how a cohesive framework that integrates automation and AI can deliver measurable efficiency and enhance service quality. - [36th Private Banking Kongress

17th - 18th September 2025](https://objectway.com/36th-private-banking-kongress17th-18th-september-2025/) - Objectway will take part to the Private Banking Kongress, contributing to high-level conversations during roundtable sessions and throughout the congress. - [Wie Banken Milliardenverluste bei der Kernbankmigration vermeiden](https://objectway.com/wie-banken-milliardenverluste-bei-der-kernbankmigration-vermeiden/) - Finanzinstitute müssen ihre veralteten Kernbankensysteme modernisieren, um Prozesse zu automatisieren, regulatorische Vorgaben zuverlässig zu erfüllen, Risiken zu minimieren und schneller neue Produkte auf den Markt bringen zu können. - [Cloud-Transformation mit Bedacht planen](https://objectway.com/cloud-transformation-mit-bedacht-planen/) - Die Cloud-Transformation ist längst keine reine IT-Angelegenheit mehr, sondern ein zentraler Bestandteil der Geschäftsstrategie. - [Tech Drinks: l’Aperitivo tra tecnologia e networking

25 Settembre 2025](https://objectway.com/tech-drinks-laperitivo-tra-tecnologia-e-networking25-settembre-2025/) - TechDrinks è il format di SheTech che unisce ispirazione e networking: ti aspettiamo a Milano per incontrare le professioniste Objectway e condividere le loro esperienze professionali. - [BEI St. Gallen Workshop

17th – 19th September 2025](https://objectway.com/bei-st-gallen-workshop17th-19th-september-2025/) - The Business Engineering Institute (BEI) St. Gallen AG is pleased to welcome you to a new session in its ongoing workshop series. - [Hyper Personalisation in wealth management](https://objectway.com/hyper-personalisation-in-wealth-management/) - APR 22, 2021 Hyper Personalisation in wealth management Alberto Cuccu CEO of Objectway Ltd Augmented Intelligence #Hyperpersonalisation #DigitalAdvisory #ClientExperience Audio Transcript Hyper personalisation is the ability of a service to provide real-time customization of offerings, content and client experience at an individual level. You have probably experienced it using a BigTech service provider like Amazon, - [Objectway beschleunigt Wachstumskurs](https://objectway.com/objectway-beschleunigt-wachstumskurs/) - Der Gründer des Unternehmens Objectway, Luigi Marciano, hat eine Vereinbarung mit der internationalen Private-Equity-Gesellschaft Cinven bekannt gegeben. - [ESG: a passing fad or here for the long run?](https://objectway.com/esg-a-passing-fad-or-here-for-the-long-run/) - ESG is a hot topic at the moment, but is it here for the long run likely to be a passing fad? - [SMA, il modello integrato che unisce consulenza evoluta e gestione](https://objectway.com/sma-il-modello-integrato-che-unisce-consulenza-evoluta-e-gestione/) - Gli SMA si propongono come una possibile risposta alla crescente domanda di personalizzazione, trasparenza e servizi a valore. - [Objectway accelerates its growth path through an investment from Cinven in partnership with its founder Luigi Marciano and the existing management team](https://objectway.com/objectway-accelerates-its-growth-path-through-an-investment-from-cinven-in-partnership-with-its-founder-luigi-marciano-and-the-existing-management-team/) - Objectway accelerates its growth path through an investment from Cinven. The majority investment marks the start of a new phase of growth for Objectway, leveraging its scalable business model. - [KI in Banken-IT: St. Gallener Forschungsinstitut startet Fintech-Kooperation](https://objectway.com/ki-in-banken-it-st-gallener-forschungsinstitut-startet-fintech-kooperation/) - Partnerschaft gestartet: Das Business Engineering Institute St. Gallen und das Fintech Objectway wollen gemeinsam KI-Anwendungen im Bankenbereich ausloten. - [Advisory Empowering Advisors Through Simplified, Sophisticated Planning](https://objectway.com/advisory-empowering-advisors-through-simplified-sophisticated-planning/) - Today's advisors are expected to produce comprehensive plans under tight timelines. Utilizing a tool that makes this easier can be a competitive advantage for financial advisors. - [Efficiency, Scale, and Growth: The Back-Office as a Strategic Asset](https://objectway.com/efficiency-scale-and-growth-the-back-office-as-a-strategic-asset/) - The back-office is now a strategic enabler—central to delivering efficiency, scalability, and increased competitiveness. - [DORA im Nacken? Warum Banken ohne PaaS bei der Cloud-Migration baden gehen](https://objectway.com/dora-im-nacken-warum-banken-ohne-paas-bei-der-cloud-migration-baden-gehen/) - Welche Rolle DORA spielt und welche Fehler Banken bei der IT-Transformation begehen, weiß Alberto Cuccu, COO von Objectway, sehr gut. - [CETIF Community Event of Digital Resilience & 3rd Parties HUB

19th June 2025](https://objectway.com/cetif-community-event-of-digital-resilience-3rd-parties-hub19th-june-2025/) - Meet Objectway at upcoming CETIF Community Event "Managing the End2End Supply Chain". - [Separately Managed Accounts: rivoluzione per il wealth management?](https://objectway.com/separately-managed-accounts-rivoluzione-per-il-wealth-management/) - Se in Italia le gestioni patrimoniali sembrano perdere slancio, oltreoceano i Separetely Managed Accounts americani mostrano la via del successo. - [Advisory Modelli SMA: la nuova frontiera della gestione patrimoniale evoluta](https://objectway.com/modelli-sma-la-nuova-frontiera-della-gestione-patrimoniale-evoluta/) - Gli SMA stanno innescando una riflessione sulle sinergie possibili tra gestione patrimoniale personalizzata, consulenza evoluta e innovazione digitale. - [Objectway mentioned in gartner’s market guide for digital banking platforms](https://objectway.com/objectway-mentioned-in-gartners-market-guide-for-digital-banking-platforms-2018/) - Milan, 7th December 2018 Gartner’s Market Guide for Digital Banking Platforms(1) references Objectway among 29 representative platforms for its eXtend solution. This is not the first time Objectway is mentioned by Gartner, the world’s leading information technology research and advisory company: Objectway has been cited in three research documents, such as Banker’s Guide to Wealth - [Objectway triumphs for fourth year at the wealthbriefing european awards](https://objectway.com/objectway-triumphs-for-fourth-year-at-the-wealthbriefing-european-awards/) - Objectway, a leading provider of digital software solutions, announed that its Digital Management Platform was awarded "Best Front Office Solution". - [Objectway mentioned in Gartner’s market guide for digital banking platforms](https://objectway.com/objectway-mentioned-in-gartners-market-guide-for-digital-banking-platforms/) - Objectway has been cited by Gartner's Market Guide for Digital Banking Platform in three research documents among 29 representative platforms. - [Objectway triumphs at the 2017 “systems in the city” awards, for the fourth year in a row](https://objectway.com/objectway-triumphs-at-the-2017-systems-in-the-city-awards-for-the-fourth-year-in-a-row/) - Objectway, a leading provider of investment management and digital software solutions, triumphed at the 2017 Goodacre “Systems in the City” Awards in London. - [MCI and Objectway announce exclusive collaboration](https://objectway.com/mci-and-objectway-announce-exclusive-collaboration/) - Objectway and MCI Consultants (Pty) Ltd. (“MCI”) announce a collaboration to offer new software solutions for the Wealth and Asset Mgmt Market in South Africa. - [Objectway announces a distributorship partnership with BML Istisharat](https://objectway.com/objectway-announces-a-distributorship-partnership-with-bml-istisharat/) - Objectway announces a new partnership with the Lebanon-based banking software provider BML Istisharat that will soon distribute Objectway’s solutions. - [Objectway mentioned in Gartner reports](https://objectway.com/objectway-mentioned-in-gartner-reports-2/) - Gartner, the world’s leading information technology research and advisory company, cited Objectway in three research documents. - [Ramsey Crookall & Co. Ltd invests for growth and commits to Objectway’s Wealth in One solution](https://objectway.com/ramsey-crookall-co-ltd-invests-for-growth-and-commits-to-objectways-wealth-in-one-solution/) - Objectway’s Wealth In One Solution will provide Ramsey Crookall with a fully integrated and innovative solution to enhance their offering to clients. - [70% of wealth management firms are investing in digital technology as main priority for 2018](https://objectway.com/70-of-wealth-management-firms-are-investing-in-digital-technology-as-main-priority-for-2018/) - The annual report commissioned by Objectway and conducted by Compeer, aimed to investigate how UK Wealth Management firms can improve their profitability. - [Objectway mentioned in Gartner reports](https://objectway.com/objectway-mentioned-in-gartner-reports/) - Objectway has been cited in three different documents by Gartner's Reports among 23 wealth management front, mid- and back-office systems. - [Objectway acquires Algorfin](https://objectway.com/objectway-acquires-algorfin/) - Read more and go through the different press releases available for the acquisition of Algorfin by Objectway! - [Objectway’s advisor supporting and client facing technologies obtain mention by Gartner](https://objectway.com/objectways-advisor-supporting-and-client-facing-technologies-obtain-mention-by-gartner/) - Objectway gets mentioned again by Gartner, the world’s leading information technology research and advisory company, in two recent reports. - [Objectway’s financial chatbot at the CINI National Conference on artificial intelligence](https://objectway.com/objectways-financial-chatbot-at-the-cini-national-conference-on-artificial-intelligence/) - Objectway presented its contribution at CINI Conference. The project aimed to implement a new service model for financial institutions. - [James Sharp & Co choose Objectway as partner for growth](https://objectway.com/james-sharp-co-choose-objectway-as-partner-for-growth/) - Objectway’s Wealth In One Solution deployed at James Sharp & Co to improve efficiency and provide a digitally enabled platform for their expanding business. - [Objectway speeds up compliance for investment firms with holistic approach to Senior Managers and Certification Regime (SM&CR)](https://objectway.com/objectway-speeds-up-compliance-for-investment-firms-with-holistic-approach-to-senior-managers-and-certification-regime-smcr/) - Objectway observes many investment firms looking for a solution designed to assist their compliance in a timely, efficient and cost-effective manner - [Senior Leaders ESG Forum hosted by Compeer and Objectway highlights an overarching need for common standards](https://objectway.com/senior-leaders-esg-forum-hosted-by-compeer-and-objectway-highlights-an-overarching-need-for-common-standards/) - How to align ESG philosophy, investment strategy and regulation compliance to avoid greenwashing and provide valuable Client reporting. - [Objectway Acquires Leading German Core Banking Software Specialist Die Software Peter Fitzon](https://objectway.com/objectway-acquires-leading-german-core-banking-software-specialist-die-software-peterfitzon/) - Objectway acquired Die Software Peter Fitzon GmbH, German provider of Core Banking solutions fulfilling the needs of private, retail and central banks. - [RAQUEST and DIE SOFTWARE Objectway Group enter into strategic partnership](https://objectway.com/raquest-and-die-software-objectway-group-enter-into-strategic-partnership/) - Raquest's withholding tax tool will be directly linked to Objectway‘s core banking solutions OBS for an end-2-end digitalized reclaim process. - [Performance & Risk La gestione del rischio nella consulenza e nel Wealth Management: adeguatezza e Analisi di portafoglio](https://objectway.com/la-gestione-del-rischio-nella-consulenza-e-nel-wealth-management-adeguatezza-e-analisi-di-portafoglio/) - Negli ultimi anni anche per il Wealth Management è emersa l’esigenza di costruire processi di consulenza basati su processi di investimento solidi. - [Warum auch konservative Banken immer mehr auf Fintech-Lösungen setzen](https://objectway.com/warum-auch-konservative-banken-immer-mehr-auf-fintech-losungen-setzen/) - In Deutschland wird das Tempo der Digitalisierung durch regulatorische Anforderungen gebremst. Banken können diese Hürden nur durch die Kooperation mit Fintechs überwinden. - [Objectway is back on stage at Codemotion 2024, the flagship event for developers

22th - 23rd October 2024](https://objectway.com/objectway-is-back-on-stage-at-codemotion-2024-the-flagship-event-for-developers/) - Objectway attends the Codemotion Conference 2024: our experts will reflect on how we can improve our practices, leading to what we consider Technical Excellence - [Europas Finanzwelt steckt Milliarden in IT, Cloud und Compliance](https://objectway.com/europas-finanzwelt-steckt-milliarden-in-it-cloud-und-compliance/) - Technologien wie generative KI, Cloud Computing sowie ein starker Fokus auf Compliance und Datenschutz verändern Arbeitsabläufe, Datenmanagement und Kundeninteraktionen. - [Objectway recognised again for enabling digital transformation and resilience in financial services](https://objectway.com/objectway-recognised-again-for-enabling-digital-transformation-and-resilience-in-financial-services/) - Objectway has confirmed its ongoing role in driving digital innovation in the private banking and investment management sectors by IBS Intelligence Sales League Table. - [About Objectway Leading Across Cultures: The Power of Stakeholder-Centric Leadership and Cultural Intelligence](https://objectway.com/about-objectway-leading-across-cultures-the-power-of-stakeholder-centric-leadership-and-cultural-intelligence/) - At the intersection of stakeholder-centric leadership and cultural intelligence lies a modern approach to leadership, focusing on connection across borders. - [PAAS VOR SAAS? Die richtige CLOUD-STRATEGIE für Banken](https://objectway.com/paas-vor-saas-die-richtige-cloud-strategie-fur-banken/) - Die Cloud-Transformation ist längst kein bloßer Trend mehr in der Vermögensverwaltung – sie ist eine Notwendigkeit. - [Digital Trasformation From Exclusive to Inclusive: The Digital Transformation of Wealth Management](https://objectway.com/from-exclusive-to-inclusive-the-digital-transformation-of-wealth-management/) - For both incumbents and disruptors, the right mix can accelerate transformation, enabling banks to embrace technology, trust, compliance and scalability. - [Objectway will attend the Tech & Consulting Career Week in Milan

27th February 2024](https://objectway.com/objectway-will-attend-the-tech-consulting-career-week-in-milan-by-politecnico-di-milano/) - Tech & Consulting Career Week by Politecnico di Milano: get ready to meet Objectway and discover more about the career paths available in our company. - [Objectway at Realschule Ebersberg's Job Fair

14th March 2024](https://objectway.com/objectway-at-realschule-ebersberg-job-fair/) - Objectway always scouts for new talents all around Europe to join our team. Get ready to meet us in Ebersberg to better know us and our open job positions. - [Objectway partecipa alla prossima edizione del Job Meeting in collaborazione con l’Università Sapienza di Roma

16 Aprile 2024](https://objectway.com/objectway-partecipa-alla-prossima-edizione-del-job-meeting-in-collaborazione-con-luniversita-sapienza-di-roma/) - Objectway partecipa al Job Meeting Network presso l'Università Sapienza di Roma. Iscriviti subito e incontra i nostri esperti HR per scoprire le opportunità di carriera offerte. - [Objectway & IPE Business School: A perfect match since 2015

11th June 2024](https://objectway.com/objectway-ipe-business-school-a-perfect-match-since-20156th-june-2024/) - Francesca Forino, Objectway’s HR Country Manager, will meet IPE Business School students to illustrate the benefits of the partnership with IPE Business School. - [Objectway and Ca’ Foscari University join forces to empower the next generation of financial leaders

8th May 2025](https://objectway.com/objectway-and-ca-foscari-university-join-forces-to-empower-the-next-generation-of-financial-leaders/) - Objectway & Ca' Foscari University together for unveiling the job opportunities arising from the International Master in Economics, Finance and Data Science. - [Market Trends Investing in Technology to lead the industry: Canada edition ](https://objectway.com/investing-in-technology-to-improve-productivity-and-build-competitive-advantage-canada-edition/) - Canadian wealth managers face a rapidly evolving environment where technology investments, particularly in AI, are essential to remaining competitive. - [Open Banking Objectway and Die Software for the future of Banking](https://objectway.com/objectway-and-die-software-for-the-future-of-banking/) - The announcement that Die Software is now part of our Group grabbed the headlines. We’re conscious of the relevance of such operation and of the opportunities that this agreement brings. - [Open Banking Exploring Banking: A Post-Covid Industry Trend View](https://objectway.com/exploring-banking-a-post-covid-industry-trend-view/) - Digital is becoming the default communication and customer centricity is fluctuating towards the core of key decisions. Discover features of the banking leaders - [Market Trends Da Open Banking a Open Finance: come può evolvere il Wealth Management?](https://objectway.com/from-open-banking-to-open-finance-the-evolution-of-wealth-management/) - The Community Event by CeTIF has been an opportunity to analyse the impacts of the shift from Open Banking to Open Finance, in terms of benefits and challenges. - [Market Trends Not only to survive, but to thrive: CIOs’ priorities for success in 2024](https://objectway.com/predicts-2024-investment-management-drives-productivity-navigating-ongoing-global-uncertainty/) - Objectway offers you a complimentary copy of Gartner® report, outlining the essential predictions for business leaders to drive productivity amid uncertainty. - [Market Trends Scalability in UK Wealth Management: Turning Challenges into Opportunities](https://objectway.com/scalability-in-uk-wealth-management-the-key-for-increased-value-added-time-for-front-office-staff/) - In the ever-dynamic landscape of wealth management, the concept of scalability often sits at the crossroads of opportunity and challenge. - [Open Banking Banking Client Centricity: The Competitive Currency of 2022](https://objectway.com/banking-client-centricity-the-competitive-currency-of-2022/) - With the right technology in stock, to target clients with tailored communication and experiences, a company can design the next client experience. - [Market Trends Objectway at the 17th Richmond Financial Forum](https://objectway.com/objectway-at-richmond-financial-forum-supporting-banks-to-reach-client-centricity/) - During the Richmond Financial Industry Forum, Objectway stood out as a strategic partner for banks and financial institutions to achieve client centricity. - [Market Trends A Glimpse into the Future of Wealth Management](https://objectway.com/compeer-annual-industry-review-2024-a-glimpse-into-the-future-of-wealth-management/) - Objectway participated to Compeer WM Industry Review to explore the industry current challenges and future opportunities. - [Market Trends L’effettiva presenza ESG nel Wealth Management](https://objectway.com/leffettiva-presenza-esg-nel-wealth-management/) - I criteri ESG ridefiniscono le scelte di investimento della clientela: trasparenza, analisi del rischio e ruolo del promotore per ottimizzare i portafogli. - [Market Trends Investing in Technology to lead the industry: North America edition](https://objectway.com/investing-in-technology-and-redefining-client-experience-for-north-american-wealth-management-firms/) - North American wealth management firms are embracing a forward-thinking approach with a focus on agility, compliance and client experience. - [Insurance Consulenza assicurativa: un approccio olistico alla raccolta dati](https://objectway.com/consulenza-assicurativa-un-approccio-olistico-alla-raccolta-dati/) - I clienti riconoscono nel settore assicurativo un ruolo di garanzia, ma questo viene meno se non c’è certezza su come vengono utilizzati i dati trasmessi. - [Insurance Il P&P: una soluzione per la normativa IDD](https://objectway.com/il-pp-una-soluzione-per-la-normativa-idd/) - Ad ottobre 2018 è arrivata in Europa e quindi anche in Italia la Direttiva IDD. Obectway risponde a questa sfida con una soluzione semplice, intuitiva e che soprattutto consente al cliente di avere un quadro completo delle proprie esigenze assicurative: stiamo parlando del P&P Previdenza e Protezione. - [Insurance 2020: Anno Zero per il comparto assicurativo - La consulenza](https://objectway.com/2020-anno-zero-per-il-comparto-assicurativo-la-consulenza/) - Le evoluzioni normative emanate quest’estate dall’IVASS collocano il 2020 come anno zero per la definizione e costruzione di nuovi processi di relazione e vendita dei prodotti assicurativi. - [Embracing a Digital Mindset for Innovation and Growth](https://objectway.com/a-new-digital-mindset-in-the-private-wealth-industry/) - How to leverage the best of innovation to achieve sustainable growth for your institution. - [From Venice to the World at OWIN23: Insights on Sustainable Innovation](https://objectway.com/from-venice-to-a-universal-future-insights-on-sustainable-innovation-long-term-growth/) - Sustainable Innovation for growth and scale. Innovation, the driving force behind adaptability and long-term sustainability, plays a pivotal role in this transformative journey. - [Innovation in Wealth Management: a cure for Troubled Times](https://objectway.com/innovation-in-wealth-management-and-technology-as-business-innovation-enabler/) - Innovation is, indeed, easier in a good economic climate – with sufficient resources, including development budgets, and more freedom for strategic thinking. - [Sustainable Innovation at Scale: The New Paradigm](https://objectway.com/sustainable-innovation-at-scale-for-driving-business-growth/) - When a business is looking to innovate to improve or reconfigure any part of its operation, aligning to scale and sustainability will always pay dividends - [How to leverage the best of innovation to achieve sustainable growth for your institution](https://objectway.com/how-to-leverage-innovation-to-achieve-sustainable-growth-for-your-business/) - The asset and wealth management industry are experiencing a major historic shift: from traditional to modern, from conservative to dynamic and from product- and institution-centric to customer-centric. - [Performance & Risk ESG: Still framing the Global Business narrative](https://objectway.com/still-framing-the-global-business-narrative/) - Objectway, featuring The Wealth Mosaic The Rise of ESG in Wealth Management report investigates how ESG is at the centre of today’s risk management approach. - [Performance & Risk ESG: Sustainability Preferences, Risk and Factors](https://objectway.com/esg-sustainability-preferences-risk-and-factors/) - Objectway, featuring The Wealth Mosaic The Rise of ESG in Wealth Management report investigates how ESG is at the centre of today’s risk management approach. - [Performance & Risk ESG: fattori di sostenibilità, rischi e preferenze](https://objectway.com/esg-fattori-di-sostenibilita-rischi-e-preferenze/) - Objectway, featuring The Wealth Mosaic The Rise of ESG in Wealth Management report investigates how ESG is at the centre of today’s risk management approach. - [Performance & Risk ESG beyond equities: Glimpse into the fund landscape](https://objectway.com/esg-beyond-equities-glimpse-into-the-fund-landscape/) - The growth of ESG funds will continue for the foreseeable future, given unprecedented interest both from institutional as well as individual investors - [Performance & Risk ESG in MiFID II](https://objectway.com/esg-in-mifid-ii/) - When assessing the ESG preferences of a client, behavioral technology will undoubtedly help to digest the complexity of all the choices the clients need to make - [Performance & Risk MIFID II & ESG: Design a Sustainability Investor Journey](https://objectway.com/mifid-ii-esg-design-a-sustainability-investor-journey/) - We face new complex MIDIF II requirements that will have a significant impact on the overall investment space and on the components of the customer journey - [Performance & Risk Trasformare le crisi dei mercati finanziari in opportunità per ottimizzare la gestione dei portafogli](https://objectway.com/come-ottimizzare-portafogli-e-investimenti-per-fronteggiare-crisi-finanziarie/) - In Objectway crediamo nel valore delle esperienze e della formazione per le nostre persone, per vincere le sfide del futuro - [Innovation Sustainable Innovation: Insights & Perspectives from an unparalleled Panel Discussion](https://objectway.com/sustainable-innovation-insights-and-perspectives-in-wealth-and-asset-management-areas/) - Sustainability helps investors look at the short and long-term impact. This extends to the client. Wealth managers leverage technology to access the new generation. - [Innovation Innovazione e sostenibilità: le sfide di oggi e di domani nell’industria della finanza](https://objectway.com/technological-innovations-for-digital-wealth/) - L’importanza di strategie di investimento che siano sostenibili ed adattabili nel medio lungo termine in un’ottica di innovazione sostenibile. - [Innovation Journey towards Value-Led Innovation in Wealth Management: Insights from the Banking Scene Event](https://objectway.com/achieving-value-led-innovation-in-wealth-management-the-banking-scene-brussels/) - By prioritizing value-creation for clients through innovative products and services, financial institutions can meet the evolving demands of their customers - [Innovation Sustainability & Innovation in Asset & Wealth Management](https://objectway.com/sustainability-and-innovation-in-asset-and-wealth-management/) - ESG investments surge. Balancing performance, sustainability, and client engagement is crucial. Data, tech, trust are key for innovation. - [Regulation Il Monitoraggio Assoreti a Tutela del Cliente e del Suo Patrimonio](https://objectway.com/il-monitoraggio-assoreti-a-tutela-del-cliente-e-del-suo-patrimonio/) - Assoreti suggerisce una serie di verifiche e controlli da effettuare al fine di intercettare presunte anomalie sull’operato dei propri consulenti. - [Regulation The Canadian Entrepreneur’s Incentive (CEI) and Its Impact on Capital Gains](https://objectway.com/the-canadian-entrepreneurs-incentive-cei-and-its-impact-on-capital-gains/) - Objectway offers you a complimentary copy of Gartner® report, outlining the essential predictions for business leaders to drive productivity amid uncertainty. - [Regulation The consumer duty: elevating standards & putting consumers' need first](https://objectway.com/elevating-standards-and-putting-consumers-needs-first/) - The FCA emphasise the need for higher consumer protection in retail financial markets. The Consumer Duty enhances consumer trust and attracts inward investment. - [Regulation 27. WM Kundenforum 2022](https://objectway.com/wm-gruppe-kundenforum-2022-how-to-manage-esg-data-requirements/) - Objectway took part in the 27. WM Kundenforum, organized by WM Gruppe. The main topic regarded the debate around ESG data requirements in the value chain. - [Regulation One deadline ahead in Operational Resilience. Now off to the next!](https://objectway.com/one-deadline-ahead-in-operational-resilience-now-off-to-the-next/) - The gold standard would be to be able to continue operating your services throughout any operational incidents through effective response strategies. - [Regulation DORA: Investire nella resilienza per il settore Fintech sullo sfondo di un cyber scenario complesso](https://objectway.com/dora-investire-nella-resilienza-per-il-settore-fintech-sullo-sfondo-di-un-cyber-scenario-complesso/) - Approdare ad un nuovo modello focalizzato sull’efficientamento dei processi per giungere ad un obiettivo comune di garanzia nella gestione del servizio - [Regulation Future-proof your business: Raise the bar on operational resilience](https://objectway.com/future-proof-your-business-raise-the-bar-on-operational-resilience/) - Objectway surveyed professionals as time has come to implement and strengthen operational resilience plans to future-proof businesses - [Regulation Operational Resilience: is the UK financial sector ready?](https://objectway.com/operational-resilience-is-the-uk-financial-sector-ready/) - The aim of this Operational Resilience regulation is to ensure that the sector is able to prevent, adapt, respond to, recover and learn from operational disruptions. - [Technology Tech-Driven Evolution and Challenges in Wealth Management: Happening Today, Impacting Tomorrow](https://objectway.com/tech-driven-evolution-and-challenges-in-wealth-management-for-2023-and-beyond/) - Gartner® report Top 10 Technology Trends for Wealth Management in 2023 recommends that CIOs leverage emerging technology trends to optimize their operations - [Technology Chi è il cliente wealth oggi e come sarà quello di domani](https://objectway.com/convergence-of-technology-and-sustainability-the-key-role-of-the-private-banker/) - Tech evolution transforms wealth management. Younger clients drive innovation. Private bankers crucial. Sustainable investments gain attention. - [Technology Tech-driven Transformation: Emerging Trends for Investment Managers](https://objectway.com/tech-driven-transformation-emerging-trends-for-investment-managers/) - Cloud techs, Hyperautomation, AI, Robotics and Sustainable Investing top technology trends that CIOs must assess for priorities, strategies and execution - [Technology Technological innovations for digital wealth](https://objectway.com/technological-innovation-for-digital-wealth/) - Robo4Advisor & Portfolio Management, AI, the role of data in customer relationships, and how DEFI and the Metaverse are shaping the future of wealth management - [Technology A Digital Business Technology Roadmap: The ultimate strategic tool of the CIO](https://objectway.com/digital-business-technology-roadmap-the-strategic-cios-tool-in-gartner-report/) - A digital business technology roadmap can assist a bank CIO in providing a big-picture view of impactful digital business technologies today in the future - [Technology Crypto assets & New Investment Opportunities](https://objectway.com/crypto-assets-and-new-investments-opportunities-for-wealth-customers/) - Objectway participated in the CeTIF event on the topic: Alternative investments, crypto-assets and new investment opportunities for Wealth customers. - [Technology No API, No Party. A new Shakespearean drama?](https://objectway.com/no-api-no-party-a-new-shakespearean-drama/) - API and related technological innovations have a leading role as catalysts for a digital transformation and carry benefits for Wealth Management - [Technology Leveraging robot algorithms](https://objectway.com/leveraging-robot-algorithms-2/) - Let's now focus on the components allowing the robot to read textual information from PDF documents, that will then be processed through algorithms. - [Innovation Modernization, innovation, and transformation in Financial Services](https://objectway.com/aws-perspective-on-modernization-innovation-transformation-in-financial-servicesmodernization-innovation-and-transformation-in-financial-services/) - The presentation highlighted the key aspects of modernization, innovation, and transformation in our industry. - [Innovation ESG and Sustainable Investing at OWIN23: Insights from a panel discussion on Offering Evolution](https://objectway.com/navigating-the-complexities-of-esg-and-sustainable-investing-owin23-panel-on-offering-evolution/) - ESG and Sustainable Investing are standard considerations when it comes to asset allocation. - [Innovation Sustainable Innovation at scale: Journey for Wealth, Banking and Asset Management in this Decade](https://objectway.com/sustainable-innovation-a-cornerstone-for-wealth-banking-asset-management-in-this-decade/) - Sustainable Innovation drives economic outcomes but also addresses the pressing social and environmental challenges of our times. - [Innovation How will Innovation impact the future of Wealth Management?](https://objectway.com/the-impact-of-innovation-and-technology-on-wealth-management/) - Innovation is no longer optional. It is forcing wealth management firms to evolve fast to delivering meaningful outcomes powered by scalable solutions. - [Objectway celebrates twelfth consecutive Goodacre Award, driven by deep client trust and long-standing partnerships](https://objectway.com/objectway-celebrates-twelfth-consecutive-goodacre-award/) - Objectway has achieved its twelfth consecutive award at the Goodacre Systems in the City Fintech Awards, including a 7th consecutive win for “Best Wealth Management System.” - [Digital Transformation Technology-enabled digital change to future-proof your business](https://objectway.com/technology-enabled-digital-change-to-future-proof-your-business/) - Digital engagement as part of an integrated hybrid experience from clients, and the perennial need to update systems to enable scalability. - [Digital Transformation Operational Efficiency: a positive effect on the bottom line](https://objectway.com/operational-efficiency-a-positive-effect-on-the-bottom-line-the-wealthtech-report-2023/) - The wealth managers that make the best use of technology can significantly add to their bottom line through operational efficiency - [Digital Transformation Business Reconfiguration at OWIN23: Insights from a panel discussion](https://objectway.com/business-reconfiguration-panel-at-owin23-insights-and-main-drivers/) - nvestigating cusiness reconfiguration and cloud migration drivers, challenges, and success factors like trust, a clear roadmaps and internal culture - [Digital Transformation Digital Banking Picks Up Speed](https://objectway.com/digital-banking-embraces-technology-to-ensure-efficiency-and-customer-centricity/) - Digital banking is becoming 'the only way' to do banking, bridging operational efficiency with customer centricity, AI adoption, and ID solutions integration - [Digital Transformation Objectway at T3 Technology Conference: Unleashing potential through the acquisition of Nest Wealth](https://objectway.com/objectway-at-t3-technology-conference-unleashing-potential-through-the-acquisition-of-nest-wealth/) - Objectway participated in the T3 Technology Conference announcing the recent acquisition of Nest Wealth and exploring digital transformation and client onboarding. - [Digital Transformation Optimisation de l'Engagement Client et Valorisation du Conseil Financier: Objectway au Forum de la Gestion Privé 2024](https://objectway.com/optimising-customer-engagement-and-enhancing-the-value-of-financial-advice-objectway-at-forum-de-la-gestion-privee-2024/) - Objectway took part to Forum de la Gestion Privée 2024 focusing on reducing complexity, accelerating onboarding and increasing productivity. - [Digital Transformation Engaging the Next Generation of Investors: Embracing Digital Innovation for Lasting Impact](https://objectway.com/engaging-the-next-generation-of-investors-through-digital-innovation/) - As the wealth management landscape undergoes a generational shift, engaging the next wave of investors through digital innovation has become a top priority. - [customer experience Achieving Higher Lifetime Value for Customers](https://objectway.com/achieving-higher-lifetime-value-objectway-innovation-diamond-approach/) - How to achieve ‘Higher Lifetime Value for Customers’ and the importance of a seamless personalised journey to provide real value in terms of customer experience. - [customer experience A battle plan to win on Customer Experience](https://objectway.com/a-battle-plan-to-win-on-customer-experience-and-the-future-of-wealth-management/) - Digital tools are key for Customer experience. Digitisation enhances the customer experience and makes for operation automation and efficiency. - [customer experience Customer Experience: all you need to know, revealed by Objectway’s latest survey](https://objectway.com/customer-experience-how-to-manage-it-and-challenges-to-face-consult-latest-objectway-survey/) - Digital tools are key for Customer experience. Digitisation enhances the customer experience and makes for operation automation and efficiency. - [customer experience Exploring Customer Experience: an illuminating panel discussion at OWIN23](https://objectway.com/exploring-customer-experience-how-to-deal-with-clients-expectations-and-values/) - By prioritizing value-creation for clients through innovative products and services, financial institutions can meet the evolving demands of their customers - [customer experience Unleashing the power of Customer Experience: designing for Client needs and expectations](https://objectway.com/unleashing-the-power-of-customer-experience-objectway-and-qorus-joint-webinar/) - Banks, insurers and other providers of funding realise they need to provide clients with an outstanding customer experience. - [customer experience Crafting a Comprehensive Client Experience Strategy: A Blueprint for Success](https://objectway.com/crafting-a-comprehensive-customer-experience-strategy-design-segregation-and-enhance-engagement/) - Crafting a client experience strategy involves understanding clients' behaviours, designing a personalized journey, and integrating engagement principles - [customer experience Improving the Client Experience: Navigating the intersection of Technology and Personalisation in UK WM](https://objectway.com/improving-client-experience-navigating-a-seamless-transition-between-digital-and-human/) - Compeer & Objectway convened with senior executives to delve into the evolving landscape of client expectations within the UK WM industry. - [customer experience How to Improve the Client Experience: The Never-Ending, Ever-Evolving Quest for Excellence](https://objectway.com/how-to-improve-client-experience-growing-demand-for-engagement-and-technology-potential/) - Il modo in cui i clienti interagiscono con gli advisor sta cambiando: tecnologia, personalizzazione e interazione favoriscono una collaborazione attiva. - [Business Reconfiguration La Frontiera Efficiente dei Processi di Middle & Back-Office](https://objectway.com/la-frontiera-efficiente-dei-processi-di-middle-back-office/) - Si è reso necessario operare una significativa semplificazione delle attività avviando un’iniziativa di Digital Workflow Management. - [Business Reconfiguration How digital change will enable scale](https://objectway.com/how-digital-change-will-enable-scale/) - There is a massive opportunity in terms of major competutive advantage within the sector to improve efficiency and scalability through digital change - [Business Reconfiguration Outsourcing spotlight: Take advantage of world-class capabilities & focus on your core business](https://objectway.com/outsourcing-spotlight-take-advantage-of-world-class-capabilities-focus-on-your-core-business/) - Outsourcing is a valuable strategy to lower operational costs, increase efficiency and flexibility, and allow businesses to focus on high-value activities - [Business Reconfiguration Digitalizzare i processi di Gestione Patrimoniale](https://objectway.com/digitalizzare-i-processi-di-gestione-patrimoniale/) - Offrire soluzioni che permettano un elevato livello di personalizzazione contemporaneamente ad un approccio industriale alla gestione dei portafogli - [Business Reconfiguration Investire in qualità garantendo l’efficienza](https://objectway.com/investire-in-qualita-garantendo-lefficienza/) - L’efficienza di un processo si misura solo con il contenimento dei costi? E’ la qualità dell’output ed il suo valore aggiunto l’obiettivo a cui puntare. - [Business Reconfiguration Business Process Automation: A Successful Implementation](https://objectway.com/unveiling-the-benefits-of-business-process-automation/) - Objectway addressed the client’s needs of streamlining operational activities, thus reducing cost and processing times, while improving accuracy - [Business Reconfiguration Unlocking Back-Office Potential & Operational Excellence in UK Wealth Management](https://objectway.com/unlocking-back-office-potential-and-operational-efficiency-in-uk-wealth-management/) - The recent roundtable hosted by Compeer & Objectway aimed to explore avenues for improvements and harness technology to drive productivity in UK. - [Artificial Intelligence AI tooling for front-end wins](https://objectway.com/the-potential-of-ai-improve-client-service-and-associated-risks/) - AI elevates service quality in prospecting, onboarding, personalisation, and sentiment analysis, comprehensively enhancing client service - [Artificial Intelligence AI in the Back Office – A Rather Significant Opportunity Landscape](https://objectway.com/ai-in-back-office-operations-how-to-improve-product-governance-and-operational-efficiency/) - AI is key in back-office, addressing challenges in legacy programming and promoting operational benefits, focusing on LLMs for knowledge resource enhancement - [Artificial Intelligence AI in Banking: Themes and Emerging Topics for 2024](https://objectway.com/ai-in-banking-themes-and-emerging-topics-for-2024/) - AI, as a foundational technology for the development and improvement of the next generation of business process management has arrived - [Artificial Intellingence The opportunities afforded by AI are many, but explainability may well be the key to uptake](https://objectway.com/wealthtech-landscape-report-2024-industry-ai-journey-and-how-explainability-works/) - Objectway delves into the industry's AI journey in latest TWM WealthTech 2024 Report, highlighting use cases of AI and explaining how explainability works. - [Artificial Intelligence Le potentiel de la GenAI dans les services financiers: Relever les défis et saisir les opportunités](https://objectway.com/the-potential-of-gen-ai-in-financial-services-challenges-and-opportunities/) - Tech evolution transforms wealth management. Younger clients drive innovation. Private bankers crucial. Sustainable investments gain attention. - [Artificial Intelligence AI e GenAI: nuovi strumenti a supporto del WM](https://objectway.com/artificial-intelligence-e-gen-ai-a-supporto-del-wealth-management/) - L’AI e la GenAI introdurranno evoluzioni e miglioramenti nell’ambito dei servizi finanziari. La prospettiva di Objectway al Community Event organizzato da CeTIF - [Artificial intelligence The use of AI and effective Data Management](https://objectway.com/pam-digital-report-2024-the-use-of-ai-and-effective-data-management/) - The PAM & Objectway Digital Report 2024 delves into AI’s role in wealth management, highlighting both its potential and the future challenges firms face. - [Advisory A look at Investor relations: What keeps clients attached and what drives them away](https://objectway.com/investor-relations-why-switching-your-financial-advisor/) - Client experience excellence goes through omnichannel communication, the ability to meet clients’ needs, the right technology and paperless processes - [Advisory Leveraging centralised cloud MiFID II advisory](https://objectway.com/leveraging-centralised-cloud-mifid-ii-advisory/) - Take advantage of a centralised and structured investment tool on Cloud that standardises the generation of investment proposals respecting individual’s preferences - [Advisory Attracting IFAs assets with a digital-first advice model](https://objectway.com/attracting-ifas-assets-with-a-digital-first-advice-model/) - Become the platform of choice for IFAs transforming your business and offering a complete set of digital investment services. - [Advisory Winning the IFAs challenge](https://objectway.com/winning-ifas-challenge-with-digital-first-advisory-model-for-differentiating-the-business/) - Objectway features The Wealth Mosaic UK WealthTech Lascape Report 2022 investigating the shift to digital-first advisory models for IFAs - [Advisory Hybrid Advisory: The Golden Age](https://objectway.com/hybrid-advisory-an-opportunity-to-boost-operational-effciency/) - An increase in Robo Advisors managing financial services from payment advice to automated investment, at lower costs, quicker and online. - [Advisory Navigating the financial horizon: Takeaways from the 22nd Annual National Financial Planning Conference](https://objectway.com/objectway-at-annual-national-financial-planning-conference-in-canada-to-explore-financial-advisors-opportunities/) - Objectway participated in the 22nd Annual National Conference in Canada, providing valuable insights into the world of financial advisors and planners. - [Advisory Il Futuro del Wealth Management: Tecnologia, Personalizzazione e nuovi modelli di Servizio](https://objectway.com/il-futuro-del-wealth-management-tecnologia-personalizzazione-e-nuovi-strumenti-di-advisory/) - Il modo in cui i clienti interagiscono con gli advisor sta cambiando: tecnologia, personalizzazione e interazione favoriscono una collaborazione attiva. - [about objectway Backend, frontend & much more: an opportunity to meet and discuss](https://objectway.com/codemotion-conference-2022-the-event-for-the-tech-community/) - The Codemotion Conference was an opportunity for exchange, market players could engage with the community, introduce their company and show their technologies - [about objectway Objectway International Customer Conference 2023: Ready, Steady, Go!](https://objectway.com/objectway-international-customer-conference-2023-ready-steady-go/) - The Codemotion Conference was an opportunity for exchange, market players could engage with the community, introduce their company and show their technologies - [about objectway Objectway e Business School IPE: Un incontro che ispira la futura generazione di talenti finanziari](https://objectway.com/objectway-e-ipe-business-school-per-lo-sviluppo-futuro-delle-tecnologie-finanziarie/) - Abbiamo presentato la realtà Objectway agli studenti del Master di II livello in Finanza Avanzata, Risk Management e Big Data di IPE Business School. - [about objectway A glimpse at our Conference OWIN23](https://objectway.com/a-glimpse-at-our-conference-owin23/) - The Codemotion Conference was an opportunity for exchange, market players could engage with the community, introduce their company and show their technologies - [about objectway OWIN23: Unleashing Sustainable Innovation, Collaboration, and Client-Centricity](https://objectway.com/unleashing-sustainable-innovation-collaboration-and-client-centricity-at-owin23/) - Technology is a key enabler and facilitator of many innovation areas and serving as their integrating ‘glue’ for broader transformation. - [about objectway ONE OBJECTWAY: the value of being ONE organisation](https://objectway.com/one-objectway-unlock-the-potential-of-growth-and-innovation-based-on-trust-connectivity-and-connections/) - AI, as a foundational technology for the development and improvement of the next generation of business process management has arrived - [About Objectway Devoxx Greece 2024: Insights, Inspiration, and Next Steps](https://objectway.com/devoxx-greece-2024-strategy-event-on-technological-landscape-evolutions/) - Michele Danieli retraces main keypoints of talks attended during last Devoxx Greece 2024 Conference focusing on technological landscape evolutions. - [Let’s meet at AINIGMATHON, the AI-based challenge for IT Students

12th June 2025](https://objectway.com/objectway-at-ainigmathon-the-ai-based-challenge-for-it-students/) - Objectway sponsors the AI contest for students, recent graduates, and soon-to-be graduates in Computer Science, Physics, Mathematics, and Engineering. - [Objectway attends the Systems in The City FinTech Awards 2025 in London

26th June 2025](https://objectway.com/objectway-attends-the-systems-in-the-city-fintech-awards-2025-in-london/) - Have your say in determining the winner of the Systems in the City FinTech Awards 2025! Endorse Objectway winning in the designated categories! - [Was Neobanken besser machen als 90er Online-Banken](https://objectway.com/was-neobanken-besser-machen-als-90er-online-banken/) - Neobanken und Broker wachsen unaufhaltsam, während die erste Generation der Online-Banken oft mit stagnierenden Kundenzahlen kämpft. - [Il wealthtech per la nuova generazione di banche e broker](https://objectway.com/il-wealthtech-per-la-nuova-generazione-di-banche-e-broker/) - La nuova strategia di neo banche e neo broker punta a creare ecosistemi digitali che uniscono banking, trading e servizi a valore aggiunto. - [Warum die frühen Online-Banken hinter den heutigen Neobanken & Neo-Brokern zurückbleiben](https://objectway.com/warum-die-fruhen-online-banken-hinter-den-heutigen-neobanken-neo-brokern-zuruckbleiben/) - Neobanken hingegen bauen von Grund auf neu und nutzen Cloud Computing, KI-gesteuertes Risikomanagement und Open-Banking-Frameworks. - [Neobanken und Neobroker: Warum sie dort erfolgreich sind, wo viele Online-Banken der 1990er Jahre scheiterten](https://objectway.com/neobanken-und-neobroker-warum-sie-dort-erfolgreich-sind-wo-viele-online-banken-der-1990er-jahre-scheiterten/) - Neobanken hingegen haben gelernt, Vertrauen digital aufzubauen – von der Verwendung einfacher Sprache bis hin zur vollständigen Transparenz darüber, wie sie Geld verdienen. - [about objectway Caring for a IT Systems like a Tamagotchi](https://objectway.com/codemotion-2024-caring-for-it-system-like-a-tamagotchi/) - At Codemotion 2024, we showcased how we care for IT systems through a demo led by one of our youngest developers and using the Tamagotchi metaphor. - [Advisory Innovating Financial Planning For a New Era of Longevity and Goal-Based Investing](https://objectway.com/innovating-financial-planning-for-a-new-era-of-goal-based-investing/) - Financial planning is complex. Thanks to our Financial Planning solution, advisors can ensure their clients understand their financial plans. - [Business Reconfiguration Efficienza Operativa nella Gestione degli Investimenti Alternativi](https://objectway.com/efficienza-operativa-nella-gestione-degli-investimenti-alternativi/) - La ricerca di un’elevata efficienza operativa tramite l’affidamento a operatori e leader qualificati dei processi vitali di operations, calcolo NAV etc. - [IBS Intelligence awards Objectway "Best in Private Banking, Wealth, Investment and Fund Management Deals", leading the European market](https://objectway.com/ibs-intelligence-awards-objectway-best-in-private-banking-wealth-investment-and-fund-management-deals/) - Objectway has been recognised as the market’s leading firm for Private Banking and Wealth Management deals in the IBS Intelligence Sales League Table (SLT). - [Objectway to sponsor upcoming The Banking Scene Conference in Brussels

22nd May 2025](https://objectway.com/objectway-to-sponsor-upcoming-the-banking-scene-conference-in-brussels/) - The Banking Scene flagship event is back and Objectway is waiting for you to explore key topics and lessons learned from leading experts in financial services. - [Separately Managed Account, la via verso Gestione evoluta, Consulenza e Valore?

22 Maggio 2025](https://objectway.com/la-via-verso-la-gestione-patrimoniale-evoluta-e-la-consulenza-a-valore-iscriviti-ora-al-prossimo-evento-objectway/) - Registrati per partecipare all’evento organizzato da Objectway per approfondire il ruolo dei Separately Managed Account nel settore del Wealth Management. - [Women in Tech Global Conference – A space for women in technology

22nd May 2025](https://objectway.com/women-in-tech-global-conference-a-space-for-women-in-technology22nd-may-2025/) - The Women in Tech Global Conference provides multiple opportunities to learn, experience, network, and be inspired. Join us on May 22nd. - [Objectway Acclaimed in the 2025 5-Star WealthTech Providers by Wealth Professional](https://objectway.com/objectway-acclaimed-in-the-2025-5-star-wealthtech-providers-by-wealth-professional/) - Objectway has been named one of Wealth Professional Canada’s 2025 5-Star WealthTech Providers. - [SIMA Spring Forum: The Changing Landscape of Advice

14th May 2025](https://objectway.com/sima-spring-forum-the-changing-landscape-of-advice14th-may-2025/) - Geoff Parslow, Objectway Enterprise Account Executive, will join the SIMA Conference to discuss how regulatory initiatives are impacting technological innovations. - [Software-Experte: So kann KI Finanzberatern helfen](https://objectway.com/software-experte-so-kann-ki-finanzberatern-helfen/) - Die KI hat das Potenzial, bestimmte Anlage- und Beratungsfunktionen zu übernehmen. - [Level up your practice and meet us at 2025 IFB Tech Expo

14th May 2025](https://objectway.com/level-up-your-practice-and-meet-us-at-2025-ifb-tech-expo14th-may-2025/) - At IFB Tech Expo, Mike Logashov, Objectway Solutions Product Manager, will showcase how RazorPlan allow to analyse clients’ financial and risk management needs. - [Objectway takes centre stage at the upcoming Forum Gestion Privée in Paris

29th April 2025](https://objectway.com/objectway-takes-centre-stage-at-the-upcoming-forum-gestion-privee-in-paris/) - Objectway and everyoneINVESTED will welcome you at the 10th Edition of Forum Gestion Privée by L’Agefi. Complete now your subscription and get ready to join us. - [Was Finanzberater von Influencern lernen können](https://objectway.com/was-finanzberater-von-influencern-lernen-konnen/) - Immer mehr junge Menschen holen sich Finanztipps bei Tiktok und Co. Banken und Berater stehen vor der Herausforderung, ihren Kommunikationsstil anzupassen. - [Der Umbruch in der Finanzbranche](https://objectway.com/der-umbruch-in-der-finanzbranche/) - Der Finanzsektor steht vor tiefgreifenden Veränderungen, die durch technologische Innovationen und neue Vorschriften gekennzeichnet sind. - [KI-Boom in Banken – so bleiben sensible Kundendaten sicher](https://objectway.com/ki-boom-in-banken-so-bleiben-sensible-kundendaten-sicher/) - Der Finanzsektor steht an einem Wendepunkt: Vertrauen war schon immer die unverzichtbare Grundlage, aber im Zeitalter der KI wird dieser Faktor wichtiger denn je. - [Advisor-friendly tech developments not limited to AI](https://objectway.com/advisor-friendly-tech-developments-not-limited-to-ai/) - While AI has rapidly become an invaluable tool for advisors, a wide range of tech development, have largely flown under the radar. - [Objectway takes centre-stage at upcoming FIBE Conference in Berlin

9th - 10th April 2025](https://objectway.com/objectway-takes-centre-stage-at-upcoming-fibe-conference-in-berlin/) - Let’s connect at FIBE Conference in Berlin and get ready to meet up with Karl im Brahm, CEO DACH Region, to discover how to democratize wealth management. - [Objectway and EBRC welcome you to their next joint event

17th October 2023](https://objectway.com/objectway-and-ebrc-welcome-you-to-their-next-joint-event/) - Objectway and EBRC will be delighted to meet you to in Luxembourg to discuss future challenges and perspectives of Wealth, Asset and Banking Management. - [Objectway Named an Awardee in the 2025 Wealth Professional Awards for WealthTech Service Provider of the Year!](https://objectway.com/objectway-named-an-awardee-in-the-2025-wealth-professional-awards-for-wealthtech-service-provider-of-the-year/) - Objectway, a global leader in WealthTech solutions, is proud to announce it has been recognized as an awardee for the 2025 Wealth Professional Awards. - [Objectway to sponsor Annual Digital Integration in Wealth Management in London

19th - 20th March 2025](https://objectway.com/objectway-to-sponsor-annual-digital-integration-in-wealth-management-in-london/) - We are proud to announce Objectway attendance at 9th Annual Digital Integration in Wealth Management Conference by Arena International. Join us in London. - [Objectway to sponsor Compeer’s WealthTech 2025

26th March 2025](https://objectway.com/objectway-to-sponsor-compeers-wealthtech-2025/) - Join Objectway at WealthTech 2025 by Compeer. The Conference will feature industry experts to delve into the evolving role of AI in wealth management. - [Objectway supports Goodacre's City of London Wealth Management Awards 2025

25th March 2025](https://objectway.com/objectway-supports-goodacres-city-of-london-wealth-management-awards-2025/) - Objectway will sponsor next COLWMA Edition to celebrate best companies and individuals in UK Wealth Management. - [Objectway Joins the UN Women’s Empowerment Principles to Champion Gender Equality](https://objectway.com/objectway-joins-the-un-womens-empowerment-principles-to-champion-gender-equality/) - Through the participation in the WEPs network, Objectway is contributing to a broader movement that will shape a more equitable, inclusive, and progressive future for all. - [Shaping the Future of Wealth Management: Key Trends for 2025 and Beyond](https://objectway.com/shaping-the-future-of-wealth-management-key-trends-for-2025-and-beyond/) - The Wealth Mosaic talks to Alberto Cuccu, Objectway's COO, to get his perspective on the key trends that will impact the wealth management industry in 2025. - [Objectway attends Leaders in Finance Wealth Management Event 2025

6th March 2025](https://objectway.com/objectway-attends-leaders-in-finance-wealth-management-event-2025/) - Let's connect at next Leaders in Finance Wealth Management Event. Objectway's Conference Delegates will be happy to meet you and discuss the future of finance. - [Staying ahead in Wealth Management: A Conversation with Jos Martens, Sales & Business Development Director](https://objectway.com/staying-ahead-in-wealth-management-a-conversation-with-jos-martens-sales-business-development-director/) - Jos Martens discusses the evolving wealth management landscape, sharing insights on market trends, client needs and future shifts for financial institutions. - [Objectway expands into the MENA region by signing with Kuwait Financial Centre "Markaz"](https://objectway.com/objectway-expands-into-the-mena-region-by-signing-with-kuwait-financial-centre-markaz/) - Strategic collaboration leverages Objectway’s cutting-edge modular solution to enhance the client experience for Markaz customers. - [Objectway supports Baader Bank to propel its 'Road to Future' program](https://objectway.com/objectway-supports-baader-bank-to-propel-its-road-to-future-program/) - By leveraging Objectway’s solutions and expertise, Baader Bank aims to enhance scalability and drive improved business performance. - [Objectway at Leaders in Sustainable Finance Event 2025

30th January 2025](https://objectway.com/objectway-at-leaders-in-sustainable-finance-event-2025/) - Objectway will attend next #TBSCONFBXL 2024 in Brussels to investigate the paradigm shift in banking. - [Digitale Transformation: Baader Bank setzt auf moderne Plattform](https://objectway.com/digitale-transformation-baader-bank-setzt-auf-moderne-plattform/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Objectway in Luxembourg for #TBSCONF25LUX

31st January 2025](https://objectway.com/objectway-in-luxembourg-for-tbsconf25lux/) - Objectway will attend next #TBSCONFBXL 2024 in Brussels to investigate the paradigm shift in banking. - [The high-stakes tech gamble: will wealth managers keep up in 2025?](https://objectway.com/the-high-stakes-tech-gamble-will-wealth-managers-keep-up-in-2025/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Trends im Banking 2025: 58 Milliarden USD für KI, Cloud und Datenschutz](https://objectway.com/trends-im-banking-2025-58-milliarden-usd-fur-ki-cloud-und-datenschutz/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Wofür Banken 2025 fast 60 Milliarden ausgeben](https://objectway.com/wofur-banken-2025-fast-60-milliarden-ausgeben/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Can NextGen tech make wealth management more human?](https://objectway.com/can-nextgen-tech-make-wealth-management-more-human/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Le sfide del Wealth Management 4.0](https://objectway.com/le-sfide-del-wealth-management/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [In the spotlight - Jonathan Hartley, client success director, Objectway](https://objectway.com/jonathan-hartley-describes-the-critical-role-of-technology-in-wealth-management/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Innovatore e consulenziale, ecco l’approccio del nuovo wealth-tech](https://objectway.com/innovatore-e-consulenziale-ecco-lapproccio-del-nuovo-wealth-tech/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Why firms are opting for a hybrid strategy when integrating AI](https://objectway.com/why-firms-are-opting-for-a-hybrid-strategy-when-integrating-ai/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Wie die Steuerabwicklung deutsche Banken ausbremst](https://objectway.com/wie-die-steuerabwicklung-deutsche-banken-ausbremst/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Objectway joins Parkwell for the upcoming Insights Seminar on how to get to best in class profitability

10th December 2024](https://objectway.com/objectway-joins-parkwell-for-the-upcoming-insights-seminar-on-how-to-get-to-best-in-class-profitability3rd-july-2024/) - Objectway will join Parkwell for the Insights Seminar 2024 to uncover the ways to prioritise opportunities to improve productivity and cost efficiency. - [Objectway and BNY Pershing team up for a glimpse into the future of wealth management

12th December 2024](https://objectway.com/objectway-and-bny-pershing-team-up-for-a-glimpse-into-the-future-of-wealth-management/) - Objectway e Finint Private Bank partecipano all'evento di We Wealth per illustrare i punti chiave per costruire un wealth management italiano di successo. - [Steigerungspotenzial für geringe Margen](https://objectway.com/steigerungspotenzial-fur-geringe-margen/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Objectway gets ready to attend upcoming BankenTech 2024, the Handelsblatt Annual Conference

3rd - 4th December 2024](https://objectway.com/objectway-to-sponsor-upcoming-bankentech-2024-conference-by-handelsblatt/) - Objectway e Finint Private Bank partecipano all'evento di We Wealth per illustrare i punti chiave per costruire un wealth management italiano di successo. - [Objectway partecipa alla XX Edizione del Forum Private Banking organizzato da AIPB

21 Novembre 2024](https://objectway.com/objectway-partecipa-alla-xx-edizione-del-forum-private-banking-organizzato-da-aipb/) - Objectway è sponsor della nuova edizione dell'AIPB Forum dedicato al mondo del Private Banking. Affrontare le correnti evolutive del settore con nuove tecnologie - [Objectway nella Top100 dell’ICT sostenibile](https://objectway.com/objectway-nella-top100-dellict-sostenibile/) - Objectway maintains its leading position in the IBS Intelligence Sales League Table, showcasing the company's consistent performance. - [Objectway: cresce la domanda per i modelli as a Service](https://objectway.com/objectway-cresce-la-domanda-per-i-modelli-as-a-service/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Leveling Up: How Banks Must Play The Innovation Game To Stay Ahead](https://objectway.com/leveling-up-how-banks-must-play-the-innovation-game-to-stay-ahead/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Close Brothers Asset Management partners with Objectway to drive growth and innovation](https://objectway.com/close-brothers-asset-management-partners-with-objectway-to-drive-growth-and-innovation/) - Objectway lancia sul mercato italiano il proprio portale per gli investitori dedicato ai gestori di alternative asset. Sagitta SGR è il primo operatore ad adottarlo. - [“I Want to Break Free” (from Operational Complexity): Building Scalable Wealth Management Operations for Growth](https://objectway.com/building-scalable-wealth-management-operations-for-growth/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Objectway to sponsor upcoming 2024 National Conference by PMAC

12th November 2024](https://objectway.com/objectway-to-sponsor-upcoming-2024-national-conference-by-pmac/) - Objectway will be Gold+ Sponsor at 2022 PMAC National Conference in Toronto - [Warum britische Banken doppelt so profitabel sind wie deutsche](https://objectway.com/warum-britische-banken-doppelt-so-profitabel-sind-wie-deutsche/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Milliarden Potential - Wie Banken die nächste Anleger-Generation gewinnen](https://objectway.com/milliarden-potential-wie-banken-die-nachste-anleger-generation-gewinnen/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [Objectway partecipa al 1° Wealth Management Summit organizzato da We Wealth

15th October 2024](https://objectway.com/objectway-and-finint-private-bank-al-wealth-management-summit-2024/) - Objectway e Finint Private Bank partecipano all'evento di We Wealth per illustrare i punti chiave per costruire un wealth management italiano di successo. - [Objectway lands in Canada as Silver Sponsor of next YNCN Career Fair

4th October 2024](https://objectway.com/objectway-in-canada-as-silver-sponsor-of-next-yncn-career-fair/) - YNCN Career Fair will be an exciting opportunity for students and graduates in STEM disciplines to connect with our experts. Discover your future career path. - [Objectway sponsors next Securities Industry Conference 2024 by Goodacre

4th October 2024](https://objectway.com/objectway-sponsors-next-securities-industry-conference-2024-by-goodacre/) - Objectway teams up again with Goodacre for Securities Industry Conference 2024 in London. Check the event agenda and sign up! - [Objectway joins The Wealth Mosaic for The Client Experience Toolkit Roadshow 2024

3rd October 2024](https://objectway.com/objectway-joins-the-wealth-mosaic-for-the-client-experience-toolkit-roadshow-2024/) - The TWM Client Experience Toolkit Roadshow is the opportunity for wealth managers to discuss key technology themes and tools impacting global wealth management. - [Was Banken beim Outsourcing über ein Fintech beachten sollten](https://objectway.com/was-banken-beim-outsourcing-uber-ein-fintech-beachten-sollten/) - FinTechs entwickeln sich zu Partnern der Banken. Infolgedessen nimmt jede zweite traditionelle Bank die Dienste eines FinTechs für das Outsourcing in Anspruch. Hier die Sichtweise von Objectway. - [Objectway partners with Unblu for upcoming Impact Day 2024

20th September 2024](https://objectway.com/objectway-partners-with-unblu-for-upcoming-impact-day-2024/) - Objectway will attend the Unblu Impact Day 2024 in Zurich. Register now to network with eminent keynote speakers and industry experts. - [Objectway to sponsor upcoming 2024 Montreal Regulatory & Compliance Forum

19th September 2024](https://objectway.com/objectway-to-sponsor-upcoming-2024-montreal-regulatory-compliance-forum/) - Objectway will be Session Sponsor at next Montreal Regulatory & Compliance Forum 2024 organized by PMAC and focused on current and future Regulatory evolutions. - [Objectway attends SDA Bocconi – School of Management REPAiR LAB Conference in partnership with CRIF

16th May 2024](https://objectway.com/objectway-attends-sda-bocconi-event-to-discuss-the-role-of-risk-management-in-advisory-and-wealth-processes/) - Within the REPAiR LAB by SDA Bocconi, Objectway grasps the opportunity to deepen the role of Risk Management for Advisory and Wealth Management processes. - [Objectway e Unblu uniti per innovare la digital collaboration nel wealth management](https://objectway.com/objectway-e-unblu-uniti-per-innovare-la-digital-collaboration-nel-wealth-management/) - Objectway sigla una nuova partnership con Unblu, rafforzando le sue collaborazioni strategiche per migliorare la customer experience digitale dei wealth manager - [Risparmio gestito: tre pilastri per creare nuove opportunità in tempi difficili](https://objectway.com/risparmio-gestito-tre-pilastri-per-creare-nuove-opportunita-i-risultati-della-ricerca-congiunta-objectway-e-globaldata/) - Gli operatori vogliono investire in riconfigurazione del business, evoluzione dell'offerta e dell’esperienza del cliente. Irisultati della ricerca congiunta Objectway e GlobalData. - [Finanzbranche: 500 Mrd. Euro Investments durch junge Anleger und ESG](https://objectway.com/finanzbranche-500-mrd-euro-investments-durch-junge-anleger-und-esg/) - Die Finanzbranche in Europa baut ihre ESG-Strategie weiter aus, um der steigenden Nachfrage nach nachhaltigen Lösungen gerecht zu werden. - [Kommt der ESG-Boom durch junge Anleger?](https://objectway.com/nachhaltige-esg-investitionsentscheidungen-stehen-im-mittelpunkt-der-entscheidungen-junger-anleger/) - Die Nachfrage nach nachhaltigen Lösungen steigt. Die Finanzbranche in Europa reagiert mit erweiterten ESG-Strategien. - [Come l’AI può aiutare i consulenti a non perdere i clienti](https://objectway.com/lintelligenza-artificiale-supporta-il-settore-finanziario-per-fidelizzare-i-suoi-clienti/) - La capacità dell’AI di predire i modelli di comportamento dei clienti apre a nuovi orizzonti e importanti vantaggi strategici per il settore finanziario. - [Kundenabwanderung: „KI stößt Berater auf Fälle, die sonst unentdeckt bleiben“](https://objectway.com/kundenabwanderung-ki-stost-berater-auf-falle-die-sonst-unentdeckt-bleiben/) - KI ist in der Lage vorherzusagen, wann ein Kunde zu einem wackeligen Kandidaten wird und die Geschäftsbeziehung zu seinem Berater abbrechen könnte. Georgios Lekkas erläutert das Thema. - [Objectway, la tecnologia per l’investitore di domani](https://objectway.com/tecnologia-e-intelligenza-artificiale-per-gli-investitori-del-domani/) - Intercettare e prepararsi alle esigenze del cliente di domani, facendo leva sulla intelligenza artificiale generativa. - [„Nicht auf Vorteile der KI verzichten“](https://objectway.com/nicht-auf-vorteile-der-ki-verzichten/) - KI hält Einzug in die Finanzberatung, einschließlich Kommunikation und Kundenbetreuung. Dies ist der Ausblick von Roger Portnoy. - [Objectway. L'AI cambia il rapporto con banche e consulenti](https://objectway.com/objectway-lai-cambia-il-rapporto-con-banche-e-consulenti/) - Roger Portnoy, Chief Strategy Officer di OW, spiega come l'integrazione dell'AI nei processi di gestione patrimoniale possa snellire la relazione banche-clienti - [Il phygital è a misura di cliente (e prodotto)](https://objectway.com/il-phygital-e-a-misura-di-cliente-e-prodotto-aziendabanca-day/) - I modelli di relazione phygital possono essere utilizzati da banche e fornitori per rafforzare la clientela e il prodotto offerto facendo leva sull'AI. - [IA e Wealth management: cogliere le opportunità evitando i rischi](https://objectway.com/ia-e-wealth-management-cogliere-le-opportunita-evitando-i-rischi/) - L’IA ha il potenziale per apportare grandi benefici al wealth management. Il 60% degli operatori ne sta già sperimentando l'applicazione nelle proprie attività. - [Es herrscht eine große Bereitschaft, sich am Wandel zu beteiligen](https://objectway.com/es-herrscht-eine-grose-bereitschaft-sich-am-wandel-zu-beteiligen/) - Das Interview mit Karl im Brahm, CEO Objectway Dach Region, bietet einen ganzheitlichen Blick auf die Transformation des Bankensektors durch die Digitalisierung - [Tecnologia, il migliore alleato per la crescita dei FIA](https://objectway.com/tecnologia-il-migliore-alleato-per-la-crescita-dei-fia/) - Gli esperti Objectway individuano i 4 trend che stanno cambiando il mondo dei FIA, evidenziando il ruolo cruciale del support tecnologico per le Sgr. - [Hyper-automation, hyper-personalisation in Wealth Management. What’s all the hype? Why, how, and with what business impact…](https://objectway.com/hyper-automation-hyper-personalisation-in-wealth-management-whats-all-the-hype-why-how-and-with-what-business-impact/) - TWM talks to Roger Portnoy, Objectway Chief Strategy Officer about the market relevance and benefits of hyper-automation and hyper-personalisation in wealth management. - [Asset Alternativi: il Client Portal di Objectway debutta con Sagitta Sgr](https://objectway.com/asset-alternativi-il-client-portal-di-objectway-debutta-con-sagitta-sgr/) - Sagitta Sgr, è tra gli operatori che hanno deciso di sfruttare le nuove potenzialità del fintech, scegliendo di dotarsi del nuovo Client Portal di Objectway. - [AI Insights: Investments, Innovation, and Industry Transformation](https://objectway.com/ai-insights-investments-innovation-and-industry-transformation/) - TWM talks to Dr. Alexander Cassar, Objectway's CEO UK to get his perspective on how AI is impacting the financial services industry today. - [Objectway partners with CeTIF for the 3rd Digital Wealth Community Hub – ESG Wealth Management

18th September 2024](https://objectway.com/objectway-partners-with-cetif-for-the-3rd-digital-wealth-community-hub-esg-wealth-management/) - Objectway partners with CeTIF for the 3rd Digital Wealth Management Hub dedicated to the impact of ESG on suitability, model portfolios, and wealth clients. - [Warum britische Vermögensverwalter doppelt so profitabel sind wie deutsche](https://objectway.com/warum-britische-vermogensverwalter-doppelt-so-profitabel-sind-wie-deutsche/) - Der britische Markt für Vermögensverwaltung wächst stetig, während deutsche Finanzinstitute beim Wachstum stagnieren. Alberto Cuccu, COO von Objectway, analysiert die Herausforderungen für deutsche Banken. - [Objectway lancia sul mercato italiano il portale per gli investitori dedicato ai gestori di alternative asset: primo go live per Sagitta SGR](https://objectway.com/objectway-lancia-sul-mercato-italiano-il-portale-per-gli-investitori-dedicato-ai-gestori-di-alternative-asset-primo-go-live-per-sagitta-sgr/) - Objectway lancia sul mercato italiano il proprio portale per gli investitori dedicato ai gestori di alternative asset. Sagitta SGR è il primo operatore ad adottarlo. - [Objectway partners with Unblu for the Impact Day 2023

12th September 2023](https://objectway.com/objectway-partners-with-unblu-for-the-impact-day-2023/) - Objectway will attend the Unblu Impact Day 2023 in Zurich. Register now to network with eminent keynote speakers and industry experts. - [Objectway scores a hat-trick in Private Banking and Investment Management from IBS Intelligence](https://objectway.com/objectway-scores-a-hat-trick-in-private-banking-and-investment-management-from-ibs-intelligence/) - Objectway maintains its leading position in the IBS Intelligence Sales League Table, showcasing the company's consistent performance. - [Objectway partners with Compeer for the Wealth Management Yearly Review 2024

26th June 2024](https://objectway.com/objectway-partners-with-compeer-for-the-wealth-management-yearly-review-2024/) - This year, Objectway will again proudly sponsor the Compeer Wealth Management Yearly Review to delve into UK wealth firms current challenges. - [Objectway secures Eleventh Consecutive Award - Sixth Straight "Best Wealth Management System" Title - from Goodacre UK](https://objectway.com/objectway-secures-eleventh-consecutive-award-sixth-straight-best-wealth-management-system-title-from-goodacre-uk/) - Objectway has secured its eleventh consecutive award, marking the sixth consecutive win for “Best Wealth Management System” from Goodacre. - [Objectway attends the annual Systems in The City FinTech Awards Cerimony in London

20th June 2024](https://objectway.com/objectway-attends-the-annual-systems-in-the-city-fintech-awards-2024/) - Have your say in determining the winner of the Systems in the City FinTech Awards 2024! Endorse Objectway and Yannick's winning in the designated categories! - [Objectway will contribute to upcoming IIAC Annual General Meeting in Toronto

13th June 2024](https://objectway.com/objectway-will-contribute-to-upcoming-iiac-annual-general-meeting-in-toronto/) - Objectway will be Welcome Sponsor at next IIAC Annual General Meeting in Toronto to discuss major force that are reshaping the financial industry - [Objectway will sponsor next Regulatory & Compliance Forum by PMAC in Toronto

5th June 2024](https://objectway.com/objectway-will-sponsor-next-regulatory-compliance-forum-by-pmac-in-toronto/) - Objectway will be Session Sponsor at next Toronto Regulatory & Compliance Forum 2024 organized by PMAC and focused on current and future Regulatory evolutions. - [Objectway at 17th Edition of Richmond Financial Industry Forum

30th May - 1st June 2024](https://objectway.com/objectway-at-17th-edition-of-richmond-financial-industry-forum/) - Objectway will attend next Richmond Financial Industry Forum in Switzerland, the conference topic ideas will be generated by discussions with keynote speakers. - [Evolving Trends in Outsourcing Models for Wealth and Asset Management Firms in the UK](https://objectway.com/evolving-trends-in-outsourcing-models-for-wealth-and-asset-management-firms-in-the-uk/) - In the dynamic landscape of UK-based wealth and asset management firms, the paradigm of outsourcing is undergoing significant shifts. - [Hybrid advice creates opportunities, but also client retention problems](https://objectway.com/hybrid-advice-creates-opportunities-but-also-client-retention-problems/) - A growing robo-advice market is blurring the lines between digital and human advice, creating opportunities for firms that integrate their offerings and move clients from one stream to the other. - [Objectway at next #TBSCONF24BXL to investigate the paradigm shift in banking

21st May 2024](https://objectway.com/objectway-at-the-banking-scene-conference-2024-in-brussels/) - Objectway will attend next #TBSCONFBXL 2024 in Brussels to investigate the paradigm shift in banking. - [FinTech e IA non elimineranno la consulenza. La potenzieranno](https://objectway.com/fintech-e-ai-al-servizio-del-wealth-management-per-potenziare-la-consulenza-finanziaria/) - Le innovazioni apportate da Fintech e Intelligenza Artificiale (IA) al wealth management mirano a potenziare la consulenza finanziaria. - [Ramsey Crookall chooses Objectway as a strategic partner for digital transformation and market expansion](https://objectway.com/ramsey-crookall-chooses-objectway-as-a-strategic-partner-for-digital-transformation-and-market-expansion/) - Ramsey Crookall maximises its partnership with Objectway to grow and digitise its business, scaling up operational efficiency, service offering and CX. - [Objectway is Silver Partner of 2nd Digital Wealth Management Community Event by CeTIF

16th May 2024](https://objectway.com/objectway-is-silver-partner-of-2nd-digital-wealth-management-community-event-by-cetif/) - Objectway partners with CeTIF for the 2nd Digital Wealth Management Community Event dedicated to the role of AI, Digitalisation and WealthTech for businesses. - [Objectway is warming up for Salone del Risparmio 2024: Register Now!

9th - 11th April 2024](https://objectway.com/objectway-attends-the-next-salone-del-risparmio-edition-in-milan-april-2024/) - Objectway is delighted to announce its participation to the Salone del Risparmio, the industry event that allows to discover asset management’s future trends. - [Objectway Group lands in Canada for MFIT FinTech Speaker Series 2024

6th May 2024](https://objectway.com/objectway-group-lands-in-canada-for-the-mfit-fintech-speaker-series-2024/) - Objectway invites you at next FinTech Speaker Series Event by Smith School of Business. Register now and uncover the future of Canadian FinTech ecosystem. - [Kinsted Wealth selects Objectway for enhanced and fully integrated client and investment management platform to drive growth](https://objectway.com/kinsted-wealth-selects-objectway-for-enhanced-and-fully-integrated-client-and-investment-management-platform-to-drive-growth/) - Kinsted Wealth has chosen Objectway to expand its business in Canada by streamlining processes and integrating capabilities into a single platform. - [Objectway is Platinum Sponsor of Codemotion, the European Tech Community

18th - 19th October 2022](https://objectway.com/objectway-is-platinum-sponsor-of-codemotion-the-european-tech-community/) - Objectway attends the Codemotion Conference 2022 Edition dedicated to Software Development future trends and challenges. - [Job Meeting Bari 2022: get ready to meet Objectway

11th October 2022](https://objectway.com/job-meeting-bari-2022-get-ready-to-meet-objectway/) - Objectway's journey to discover new talents will stop at the Politecnico of Bari for the 2022 Job Meeting: come and visit us - [Objectway at Job Fair 2022 in Naples

13th October 2022](https://objectway.com/objectway-at-job-fair-2022-in-naples/) - Università degli Studi di Napoli Federico II will host the Job Fair 2022: come and visit us at our booth! - [Objectway partners with Politecnico di Milano to delve into the advisory role in technological innovation

26th September 2023](https://objectway.com/objectway-partners-with-politecnico-di-milano-to-delve-into-the-advisory-role-in-the-technological-innovation/) - Within the Career Service Award sponsored by Politecnico di Milano, Objectway will take part to a conference dedicated to the world of advisory. Register now! - [Objectway è partner di Cesop HR Consulting per la prossima edizione del Job Meeting di Bari

12 Ottobre 2023](https://objectway.com/objectway-attends-job-meeting-2023-organised-by-cesop-at-politecnico-of-bari/) - Objectway's journey to discover new talents will stop at the Politecnico of Bari for the 2023 Job Meeting: come and visit us - [Join Objectway at Career Day Cattolica Milano 2023

17th October 2023](https://objectway.com/join-objectway-at-career-day-cattolica-milano-2023/) - Objectway will attend the Career Day organized by Università Cattolica del Sacro Cuore di Milano for meeting students and graduates and exploring job opportunities. - [For the second year in a row, Objectway is Platinum Sponsor of Codemotion Conference in Milan

24th - 25th October 2023](https://objectway.com/for-the-second-year-in-a-row-objectway-is-platinum-sponsor-of-codemotion-conference-in-milan/) - Objectway attends the Codemotion Conference 2023: boosting your knowledge with inspiring dev and tech masterminds. Come and visit us! - [Objectway attends Devoxx Greece 2024 in Athens

18th - 20th April 2024](https://objectway.com/objectway-attends-devoxx-greece-2024-in-athens/) - The Devoxx Greece 2024 welcomes Objectway within its 3-days Conference where developers get together to explore latest technologies advancements. - [Objectway will be partner of the next edition of BankersCom CE event in Zurich

19th - 20th September 2023](https://objectway.com/objectway-will-be-partner-of-the-next-edition-of-bankerscom-ce-event-in-zurich/) - Objectway will attend the BankersCom CE Senior Executive Conference, the leading independent platform for decision makers from the banking and finance industry. - [Objectway teams up with CeTIF for the Cross Community Event on Digital Wealth Management & Digital Banking

26th September 2023](https://objectway.com/objectway-teams-up-with-cetif-for-the-cross-community-event-on-digital-wealth-management-digital-banking/) - Objectway partners with CeTIF for a new event dedicated to digital humanization in banking services. - [Objectway partners with CeTIF for the last Digital Wealth Management HUB Event

17th October 2023](https://objectway.com/objectway-partners-with-cetif-for-the-last-digital-wealth-management-hub-event/) - Objectway partners with CeTIF the last Community Event:Wealth offering 2023: Digital ESG and Insurance - [Objectway è partner di AWS per il Financial Services Symposium

20 Ottobre 2023](https://objectway.com/objectway-e-partner-di-aws-per-il-financial-services-symposium/) - Venerdì 20 Ottobre, Objectway ti invita a partecipare al Financial Services Symposium organizzato da AWS. L'evento è l'occasione per conoscere storie di successo e trasformazione. - [Objectway will be Gold Sponsor of PMAC National Conference in Toronto

14th November 2023](https://objectway.com/objectway-will-be-gold-sponsor-of-pmac-national-conference-in-toronto/) - Objectway will be Gold+ Sponsor at 2022 PMAC National Conference in Toronto - [Objectway sponsors the 1st Digital Wealth Management Hub by CeTIF

14th March 2024](https://objectway.com/objectway-sponsors-cetif-digital-wealth-management-hub/) - Objectway renews its partnership with CeTIF for the 1st Digital Wealth Management Hub to deepen challenges and opportunites of wealth services in Open Finance. - [Objectway will be Gold Partner of next Digital Integration in Wealth Management 2024

19th - 20th March 2024](https://objectway.com/objectway-will-be-gold-partner-of-next-digital-integration-in-wealth-management-2024/) - Objectway attends next Digital Integration in Wealth Management 2024 in London, the ultimate meeting place for digital leaders across wealth management industry - [Objectway at Pimfa Spring Networking Reception 2024

21st March 2024](https://objectway.com/objectway-at-pimfa-spring-networking-reception-2024/) - Objectway will attend the Pimfa Spring Networking Reception 2024 to discover wealth management industry achievements and future challenges. - [New study reveals the three pillars for wealth managers to unlock opportunity in challenging times](https://objectway.com/new-study-reveals-the-three-pillars-for-wealth-managers-to-unlock-opportunity-in-challenging-times/) - Investments in complete digitalisation, customer experience innovation and ESG offering are the three pillars for wealth managers to unlock opportunity. - [Objectway continues its streak in the WealthTech100 for the sixth consecutive year](https://objectway.com/objectway-continues-its-streak-in-the-wealthtech100-for-the-sixth-consecutive-year/) - Objectway, leading provider of as-a-service software and service platform to banks, wealth and asset managers, has been named one of the top 100 WealthTech companies of 2024. - [Kundenberatung der Zukunft – Welche Rolle wird KI in der Finanzberatung spielen?](https://objectway.com/kundenberatung-der-zukunft/) - Unternehmen versuchen verzweifelt, ihr Kosten-Ertrags-Verhältnis zu verbessern und maschinelles Lernen und KI sind hier vielversprechend, sagt Karl im Brahm, CEO Dach Region Objectway. - [FinFactor raises AUM and clients thanks to Objectway’s Investment Management Solution](https://objectway.com/finfactor-raises-aum-and-clients-thanks-to-objectways-investment-management-solution/) - FinFactor has relied on the long-standing partnership with Objectway for enhancing their advisory and discretionary business, gaining more clients and AUM. - [Das sind die Prioritäten deutscher Banken und Vermögensverwalter](https://objectway.com/das-sind-die-prioritaten-deutscher-banken-und-vermogensverwalter/) - Banken und Vermögensverwalter in Deutschland und Europa müssen sich zunehmend digitalisieren. Luigi Marciano, Gründer und CEO von Objectway, spricht darüber mit dem Private Banking Magazin. - [Objectway at the 3rd Annual Digital Banking Summit in Berlin

5th - 6th October 2023](https://objectway.com/objectway-at-the-6th-world-digital-banking-summit-in-berlin/) - Objectway is pleased to announce its participation to the Digital Banking Summit 2023 in Berlin. Join us! - [Unleashing the power of customer experience: designing for client needs and expectations

28th September 2023](https://objectway.com/objectway-and-qorus-joint-webinar-unleashing-the-power-of-customer-experience-designing-for-client-needs-and-expectations/) - Objectway, Qorus, Emirates NBD and Swedbank are pleased to invite you to attend the joint online webinar “Unleashing the power of customer experience: designing for client needs and expectations”. - [Objectway will be 1-Star Sponsor at #TBSCONF24LUX

30th January 2024](https://objectway.com/objectway-sponsors-tbs-conf-24-luxembourg/) - Objectway sponsors the annual #TBSCONF24LUX. Get ready to delve into the transformation undergone by the banking industry. - [Objectway at the 9th Edition of Private Management Forum by L’Agefi

23rd April 2024](https://objectway.com/objectway-at-the-9th-edition-of-private-management-forum-2024-by-lagefi/) - Objectway invites you to the 9th Edition of Forum Gestion Privée in Paris by L'Agefi to explore Objectway Solutions benefits for clients and advisors. - [Objectway at Compeer WealthTech 2024

24th April 2024](https://objectway.com/objectway-sponsor-of-wealthtech-2024-by-compeer/) - Objectway will sponsor Compeer WealthTech 2024 next edition investigating the role of emerging technology in client engagement. - [Objectway will attend the next edition of AM Tech Day organized by L’Agefi

3rd October 2023](https://objectway.com/objectway-will-attend-the-next-edition-of-am-tech-day-in-paris/) - Objectway is pleased to invite you to the 14th edition of AM Tech Day 2023, the pan-European event organised by L'Agefi. - [Objectway partners with Goodacre at Securities Industry Conference 2023

5th October 2023](https://objectway.com/objectway-partners-with-goodacre-at-securities-industry-conference-2023/) - Objectway will attend the next edition of Securities Industry Conference in London, check out the event agenda and book now! - [Key trends and requirements in wealth management](https://objectway.com/key-trends-and-requirements-in-wealth-management/) - Roger Portnoy, Objectway Chief Strategy Officer explains how wealth management is being reshaped by the need to ensure strong relationships and digital capabilities. - [Objectway is the category winner for “Wealth/Asset Management Platform” in the Chartis BuySide50 Rankings](https://objectway.com/objectway-is-the-category-winner-for-wealth-asset-management-platform-in-the-chartis-buyside50-rankings/) - Objectway announces it has earned the “Wealth/Asset Management Platform” award in the Chartis BuySide50 2023 report - [ESG-Boom in Aussicht](https://objectway.com/esg-boom-in-aussicht/) - Mit dem wachsenden Bewusstsein für ökologische und soziale Verantwortung hat die Welt der nachhaltigen Investitionen in den letzten Jahren einen bemerkenswerten Aufschwung erlebt. Roger Portnoy, Chief Strategy Officer von Objectway, erzählt uns davon. - [Objectway and Unblu together for the 16th Edition of Forum Banca organized by iKN Italy

4th October 2023](https://objectway.com/objectway-and-unblu-together-for-the-16th-edition-of-forum-banca-organized-by-ikn-italy/) - Objectway and Unblu attend Forum Banca 2023 to discuss how to gain long-term competitive advantages through new integrated advisory solutions. - [Objectway partners with Fintech Farm for the next edition of Nordic Banking Forum

11th October 2023](https://objectway.com/objectway-partners-with-fintech-farm-for-the-next-edition-of-nordic-banking-forum/) - Nordic Banking Forum is back with its 2023 edition and Objectway will be partner to discuss main challenges and strategies that are shaping the future of banking. - [Objectway partecipa assieme a Zurich Bank al prossimo AziendaBanca Day

9 Novembre 2023](https://objectway.com/objectway-partecipa-assieme-a-zurich-bank-al-prossimo-aziendabanca-day/) - Objectway e Zurich Bank avranno l’occasione di presentare i risultati positivi derivanti dalla loro collaborazione durante il prossimo evento di AziendaBanca. - [Objectway torna come sponsor alla 19ª edizione dell’AIPB Forum

28 Novembre 2023](https://objectway.com/objectway-e-sponsor-di-aipb-forum-private-banking-2023/) - Objectway è sponsor della nuova edizione dell'AIPB Forum dedicato al mondo del Private Banking. Affrontare le correnti evolutive del settore con nuove tecnologie - [Objectway at Parkwell Insights Seminar: IT Cost Reduction Strategies

29th November 2023](https://objectway.com/objectway-at-parkwell-seminar-it-and-cost-reduction-strategies/) - Objectway will attend Parkwell Seminar 2023 Edition, sponsored by Compeer, to better understand which are the implications of digital transformation. - [Objectway at Wealth Transformation Summit to assess the future of digital transformation

30th November 2023](https://objectway.com/objectway-at-wealth-transformation-summit-to-assess-the-future-of-digital-transformation/) - Objectway will attend the next Wealth Transformation Summit, the event dedicated to Wealth Firms to assess the impact of digital transformation. - [Objectway will attend The Banking Scene Conference 2024 in Amsterdam

26th March 2024](https://objectway.com/objectway-will-attend-the-banking-scene-conference-2024-in-amsterdam/) - Objectway gets ready to meet you in Amsterdam for The Banking Scene Annual Conference in Amsterdam. - [Objectway attends The City of London Wealth Management Awards 2024

11th April 2024](https://objectway.com/objectway-attends-the-city-of-london-wealth-management-awards-2024/) - Objectway will sponsor next COLWMA Edition to celebrate best companies and individuals in UK Wealth Management. - [Finanzbranche erwartet dank junger Anleger einen ESG-Boom](https://objectway.com/finanzbranche-erwartet-dank-junger-anleger-einen-esg-boom/) - Der Boom in der Welt der nachhaltigen Anlagen hat die Anleger dazu veranlasst, ESG-Kriterien in ihre Anlageentscheidungen einzubeziehen. - [AI in Wealth Management: Challenges and Opportunities](https://objectway.com/ai-in-wealth-management-challenges-and-opportunities/) - Artificial Intelligence has dominated headlines across industries throughout 2023. Kurt Vanhee gain his insights into the opportunities of AI in wealth management. - [Objectway Acquires Nest Wealth, Leading Digital Wealth Solutions Provider in Canada](https://objectway.com/objectway-acquires-nest-wealth-leading-digital-wealth-solutions-provider-in-canada/) - By acquiring Nest Wealth, Objectway takes a significant step to expand its capabilities becoming the trusted end-to-end global partner for the wealth industry. - [Droht Banken ohne Hyperautomatisierung Kundenverlust?](https://objectway.com/droht-banken-ohne-hyperautomatisierung-kundenverlust/) - Roger Portnoy, Chief Strategy Officer, erklärt der Börse München, wie hyper-automatisierte Lösungen und RPA-Technologien das traditionelle Bankenmodell verändern können. - [KI im Bankwesen 2024: Die wichtigsten Fragen und Antworten](https://objectway.com/ki-im-bankwesen-2024-die-wichtigsten-fragen-und-antworten/) - Auf Basis gezielter Fragen liefert der Experte eine Prognose für die Auswirkungen von KI auf die Finanzbranche für das Jahr 2024. - [Objectway named as a Strong Performer in analyst report on Digital Wealth Management Platforms](https://objectway.com/objectway-named-as-a-strong-performer-in-analyst-report-on-digital-wealth-management-platforms/) - Objectway has been positioned as a Strong Performer in “The Forrester Wave™: Digital Wealth Management Platforms, Q1 2024. - [Die Top-3-Herausforderungen für Finanzunternehmen](https://objectway.com/die-top-3-herausforderungen-fur-finanzunternehmen/) - Die Finanzunternehmen müssen sich auf 3 Trends einstellen: Kosten, Mitarbeiterschulung, neue Investitionsanforderungen. Dies ist die Perspektive von Alberto Cuccu, COO Objectway. - [Wie deutsche Finanzunternehmen zurück in die Erfolgsspur kommen](https://objectway.com/wie-deutsche-finanzunternehmen-zuruck-in-die-erfolgsspur-kommen/) - Die deutsche Vermögensverwaltungsbranche schrumpft, so Alberto Cuccu, COO von Objectway. Drei Maßnahmen können das zukünftige Wachstum von Finanzdienstleistungen unterstützen. - [Die top drei Herausforderungen für deutsche Finanzunternehmen 2024](https://objectway.com/die-top-drei-herausforderungen-fur-deutsche-finanzunternehmen-2024/) - Auch das Jahr 2024 wird deutsche Finanzunternehmen herausfordern. Wir prognostizieren drei zentrale Entwicklungen für die Branche. - [Evolving Trends in Outsourcing Models for Wealth and Asset Management Firms: Objectway’s Response to Growing Client Interest](https://objectway.com/evolving-trends-in-outsourcing-models-for-wealth-and-asset-management-firms-objectway-response/) - In the dynamic landscape of wealth and asset management, the paradigm of outsourcing is undergoing significant shifts, driven by a confluence of factors. - [Objectway at #79 in the 2019 IDC Fintech Rankings by IDC Financial Insights](https://objectway.com/objectway-at-79-in-the-2019-idc-fintech-rankings-by-idc-financial-insights/) - Objectway rose five positions in the most authoritative top 100 list of global experts and technology providers of financial and banking technology - [Objectway shortlisted for the WealthBriefing European Awards 2019](https://objectway.com/objectway-shortlisted-for-the-wealthbriefing-european-awards-2019/) - Objectway has been shortlisted for the WealthBriefing European Awards 2019 in four different categories. Winners will be announced at a gala dinner in London. - [Unblu and Objectway partner to enhance digital customer experience for wealth firms](https://objectway.com/unblu-and-objectway-partner-to-enhance-digital-customer-experience-for-wealth-firms/) - The strategic partnership will integrate Unblu’s digital collaboration capabilities with Objectway’s Omnichannel Client Lifecycle Management solutions. - [A battle plan to win on Customer Experience](https://objectway.com/a-battle-plan-to-win-on-customer-experience/) - The importance of customer experience has grown dramatically over the past five years, with a shift in a quest to retain existing clients and attract new ones. - [Objectway in the WealthTech100 for the fifth consecutive year](https://objectway.com/objectway-included-in-the-wealthtech-100-for-the-fifth-year/) - Objectway, leading provider of as-a-service software and service platform to banks, wealth and asset managers, has been awarded as one of the top 100 WealthTech - [OWIN 2023: il futuro del wealth management tra crescita e sostenibilità](https://objectway.com/owin-2023-il-futuro-del-wealth-management-objectway-customer-conference/) - Torna l’International Customer Conference di Objectway. Professionisti dei servizi finanziari ed esperti del fintech e si incontreranno a Venezia dal 18 al 20 aprile. - [Innovazione e sostenibilità nei servizi finanziari](https://objectway.com/innovazione-e-sostenibilita-nei-servizi-finanziari/) - Luigi Marciano, Founder & CEO Objectway, presenta l'Innovation Diamond Framework: la strategia di innovazione di banche, wealth e asset manager passa dalla sostenibilità del business a lungo termine. - [Objectway. La consulenza digitale, tra relazione empatica e AI](https://objectway.com/objectway-la-consulenza-digitale-tra-relazione-empatica-e-ai/) - In occasione dell’evento OWIN23, Objectway ha presentato la sua piattaforma di soluzioni end-to-end digitali pensate per i player del wealth management. - [Was die neue Kunden-Generation von Banken erwartet](https://objectway.com/was-die-neue-kunden-generation-von-banken-erwartet/) - In Deutschland gibt es mehr Banken als in jedem anderen Land der EU. Wie Institute sich aufstellen müssen, um im Wettbewerb zu bestehen und was die junge Generation von einer Bank erwartet, erklärt Branchen- und Digitalisierungsexperte Karl im Brahm. - [Objectway achieved its tenth consecutive awards recognition as "Best Wealth Management Solution" by Goodacre](https://objectway.com/objectway-achieved-its-tenth-consecutive-awards-recognition-as-best-wealth-management-solution-by-goodacre/) - Objectway achieved its fifth in a row “Best Wealth Management Solution” award by Goodacre, the UK leading specialist consultancy for the securities industry. - [ESG and Customer Experience: new study reveals priorities of European Banks, Wealth and Asset Managers](https://objectway.com/esg-and-customer-experience-new-perspectives-revealed-by-globaldata-research/) - Banks and wealth managers in Europe must become increasingly digital. This is the finding of the recent study "Unlocking opportunity in challenging times: innovation in European Financial Services" by Objectway and GlobalData. - [Objectway. L’innovazione sostenibile per il Wealth Management](https://objectway.com/objectway-linnovazione-sostenibile-per-il-wealth-management/) - Customer experience, evoluzione dell’offerta e riconfigurazione del business: tre aree di valore per banche, wealth e asset manager per raggiungere una innovazione sostenibile. - [Bei der Digitalisierung besteht hoher Nachholbedarf](https://objectway.com/bei-der-digitalisierung-besteht-hoher-nachholbedarf/) - Banken und Vermögensverwalter stehen unter Druck, so eine Umfrage des Dienstleisters Objectway. Die Ertragsprognosen in der privaten Vermögensverwaltung seien 2023 weiter rückläufig. - [„Cyber-Attacken gab es immer schon“](https://objectway.com/cyber-attacken-gab-es-immer-schon/) - Die Datensicherheit hängt von den Mitarbeitern und deren Umgang mit den Kundendaten ab. Karl im Brahm, CEO DACH-Region, erklärt im Interview, wie man sich bei der Führung seines Unternehmens vor Cyber-Attacken schützen kann. - [Kundenberatung der Zukunft: Welche Rolle wird KI in der Finanzberatung spielen?](https://objectway.com/kundenberatung-der-zukunft-welche-rolle-wird-ki-in-der-finanzberatung-spielen/) - Was ist Kunden von Banken und Vermögensverwaltern wirklich wichtig? Ganz oben stehen eine personalisierte Beratung, schnelle Verfügbarkeit und bequeme Anwendung - [Efficienza e semplificazione, i vantaggi del Business Process as a Service per il Wealth](https://objectway.com/efficienza-e-semplificazione-i-vantaggi-del-business-process-as-a-service-bpaas/) - Con l’evoluzione della domanda e l’intensificarsi degli adempimenti normativi, le soluzioni di BPaaS offrono agli operatori di wealth management l’opportunità di snellire i propri processi operativi. - ["Digitalisierung kompensiert geringere Margen mittelfristig durch Effizienzgewinne"](https://objectway.com/digitalisierung-kompensiert-geringere-margen-mittelfristig-durch-effizienzgewinne/) - Karl im Brahm, Objectway CEO Dach Region, erklärt in diesem Interview wann Digitalisierung im Private Wealth Management Sinn ergibt und warum der „menschliche Faktor“ bleibt. - [„Cyber-Attacken gab es immer schon“](https://objectway.com/cyber-attacken-gab-es-immer-schon-datensicherheit-kommt-uber-diverse-masnahmen/) - Die Datensicherheit hängt von den Mitarbeitern und deren Umgang mit den Kundendaten ab. Karl im Brahm, CEO DACH-Region, erklärt im Interview, wie man sich bei der Führung seines Unternehmens vor Cyber-Attacken schützen kann. - [Objectway sponsor at the Digital Finance Forum

8th December 2022](https://objectway.com/objectway-sponsor-at-the-digital-finance-forum-2022/) - Objectway will take part as sponsor to the 10th Edition of the Digital Finance Forum, one of the biggest platform for top decision makers in the industry. - [Objectway sponsor at Wealth Tech Day 2023 in Luxembourg

26th January 2023](https://objectway.com/objectway-sponsor-at-wealth-tech-day-2023/) - Objectway will attend the Wealth Tech Day 2023 Edition to discuss the challenges that wealth management will face in the coming years, involving digital transformation. - [Objectway sponsor at #TBSCONF23LUX

31st January 2023](https://objectway.com/objectway-at-the-banking-scene-luxembourg-conference-2023/) - Objectway will be 2 Star Sponsor at the the 4th Edition of the #TBSCONF23LUX! Don't miss the chance to meet international stakeholders to explore the future of bank! - [Objectway sponsor at Digital Integration in Wealth Management 2023

21st | 22th February 2023](https://objectway.com/objecway-sponsor-at-digital-integration-in-wealth-management-london-2023/) - Objectway will attend the 7th Edition of the Digital Integration in Wealth Management Conference in London as Gold Partner. Come visit us at our booth! - [Objectway partners with CeTIF for the “Disruptive technologies for a digital wealth” Community Event

14th March 2023](https://objectway.com/objectway-e-cetif-per-distruptive-technologies-per-un-wealth-digitale/) - Objectway sarà Silver Partner in occasione del Community Event “Disruptive technologies per un Wealth Digitale” organizzato dal CeTIF e Università Cattolica. - [Objectway sponsor at #TBSCONF23AMS

21st March 2023](https://objectway.com/objectway-1star-sponsor-at-tbsconf23ams/) - Objectway will attend the second appointment of The Banking Scene Conference 2023 as 1–Star Sponsor in Amsterdam. - [Objectway partners with L’Agefi for the Private Management Forum in Paris

11th April 2023](https://objectway.com/private-wealth-management-forum-2023/) - Objectway is pleased to invite you to the 8th Edition of the Private Wealth Management Forum in Paris organised by L'Agefi on the 11th of April. Meet us at our booth! - [Objectway will be sponsor of the next Compeer WealthTech Summit 2023

26th April 2023](https://objectway.com/objectway-at-compeer-wealthtech-summit-2023/) - Objectway will be sponsor at the WealthTech Summit 2023 organised by Compeer. Meet us and discover how the UK wealth industry will continue to expand - [Objectway Gold Sponsor at WealthTech Forum 2023 in Dubai

3rd - 4th May 2023](https://objectway.com/objectway-will-be-gold-sponsor-at-wealthtech-forum-2023-dubai/) - Objectway will attend the 3rd Edition of the WealthTech Forum 2023 in Dubai as Gold Sponsor! Join us to discover more about the wealth management industry future. - [Objectway partners with Fintech Farm for the Nordic Fintech Summit 2023

11th May 2023](https://objectway.com/objectway-partner-at-nordic-fintech-summit-2023/) - Objectway and Fintech Farm partner for the Nordic Fintech Summit 2023 in Helsinki for exploring the future of banking engineering and financial trust. - [Objectway at the 16th Edition of Richmond Financial Industry Forum in Switzerland

11th - 13th May 2023](https://objectway.com/objectway-attends-richmond-financial-industry-forum-in-switzerland/) - Objectway will attend the Richmond Financial Industry Forum, an event designed for the key decision-makers and supplier companies of the financial industry. - [Objectway sponsor at #TBSCONF23BXL

16th May 2023](https://objectway.com/objectway-sponsor-at-tbsconf23bxl/) - Objectway will be 2-Stars sponsor at the 3rd and last appointment of The Banking Scene Conference that will take place in Bruxelles. - [Objectway attends the next Salone del Risparmio edition in Milan

16th - 18th May 2023](https://objectway.com/objectway-attends-salone-del-risparmio-2023/) - Objectway is delighted to announce its participation to the Salone del Risparmio, the industry event that allows to discover asset management’s future trends. - [Objectway at the Private Banking and Wealth Management Conference and Awards 2023

14th June 2023](https://objectway.com/objectway-at-private-banking-wealth-management-conference-awards-2023-london/) - Objectway will be VIP Table Host Partner at the annual Private Banking & Wealth Management London Conference & Awards for 2023 in London, join us! - [Objectway at the Compeer Wealth Management Yearly Review 2023

21st June 2023](https://objectway.com/objectway-at-the-compeer-wealth-management-yearly-review-2023/) - Objectway is proud sponsor of the annual Compeer’s Yearly Review Conference, register now and discover new trends in UK wealth management industry. - [Objectway at Systems in the City Financial Technology Awards 2023

22nd June 2023](https://objectway.com/objectway-at-systems-in-the-city-financial-technology-awards-2023/) - Objectway will join Goodacre for the Systems in the City Fintech Awards 2023 presentation lunch. Book now and secure your place at the event! - [Initial Outlook for Fintech in Europe in 2024](https://objectway.com/initial-outlook-for-fintech-in-europe-2024/) - Expectations for 2024 include more consolidation and public failures, focusing on profitable and scalable ventures. - [What promises will AI deliver to Wealth Management in 2024?](https://objectway.com/ai-in-wealth-management-perspectives-and-potential-impacts-for-2024/) - In 2024, AI transforms wealth management: Enhanced efficiency, better advisory services, and a breakthrough year for those fully embracing AI tools. - [Strategic imperatives to keep in mind for 2024](https://objectway.com/wealth-and-asset-management-trends-for-2024/) - Analytics & Big Data, Sustainable Investing, Wealth Transfer, next-gen investors and Regulatory Compliance are set to shape Wealth and Asset Management in 2024 - [Wie Technologien, Sicherheit und Kundenerwartungen die digitale Transformation im Banking vorantreiben](https://objectway.com/wie-technologien-sicherheit-und-kundenerwartungen-die-digitale-transformation-im-banking-vorantreiben/) - Wie Technologien, Sicherheit und Kundenerwartungen die digitale Transformation im Banking vorantreiben Karl im Brahm CEO Objectway DACH Region Jan Veira University4Industry Founder & CEO OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Automation#Clientcommunication#Digitalisation Jan Veira, University4Industry Founder & CEO, diskutiert gemeinsam mit Karl im Brahm, CEO Objectway DACH Region, welche Auswirkungen die Finanzkrise und die Digitalisierung auf - [Pioneering the Future of Wealth Management: Insights from Objectway’s roundtables in the GCC region](https://objectway.com/the-future-of-wealth-management-the-transformational-roadmap-designed-with-objectway-innovation-diamond-framework/) - GCC leaders reevaluate wealth management with Objectway. Challenge digital norms. Phased transformation roadmap. WaaS key. AI shapes future trends. - [A deep dive into the changing tides of GCC Wealth Management](https://objectway.com/a-deep-dive-into-the-changing-tides-of-middle-east-wealth-management-sector/) - GCC wealth management continues its transformative journey: advancements, shifting client expectations, a focus on sustainability - [Objectway acquires Algorfin from Unione Fiduciaria](https://objectway.com/objectway-acquires-algorfin-from-unione-fiduciaria/) - Objectway acquired Algorfin, the Unione Fiduciaria division specialised in IT and administrative outsourcing services for Asset Management - [Robo-Advisory 2.0: Personalising Digital Advice

12th April 2018](https://objectway.com/robo-advisory-2-0-personalising-digital-advice/) - Robo-Advisory 2.0: Personalising Digital Advice 12th April 2018 – Objectway, in collaboration with Business Review Webinar, is setting a Webinar on May 9th 2018 presented by Peter Schramme. Share Share Tweet Share LinkLinkLink > LinkLinkLink > Agenda Wednesday, 09th May 2018 How a future-proof digital advisory solution can provide superb human governance Peter Schramme, Chief - [La Fintech nata nei '90](https://objectway.com/la-fintech-nata-nei-90/) - La Fintech nata nei '90 è la storia "degna della Silicon Valley" di Objectway pubblicata su Asset Class. - [Wealth management per tutti? Ecco i 4 trend che dicono di sì](https://objectway.com/democratizzazione-del-wealth-management-4-trend/) - Cambiamenti nella domanda e nell’offerta di servizi di gestione patrimoniale delineano un fenomeno di democratizzazione del wealth management. - [Wealth management in times of change](https://objectway.com/wealth-management-in-times-of-change/) - Wealth management firms are accelerating digitalisation in response to historic trends and events. - [Degroof Petercam signs agreement with Objectway](https://objectway.com/degroof-petercam-signs-agreement-with-objectway/) - Degroof Petercam, a leading independent investment house, signs agreement with Objectway to implement Eximius Portfolio Management. - [A new hope for wealth and investment managers?](https://objectway.com/a-new-hope-for-wealth-and-investment-managers/) - The greatest challenge to wealth managers to continue growing is how to scale the business and replicate the success model without incurring additional costs. - [Navigating the Future of Asset Management: Key Takeaways from AM Tech Day 2023](https://objectway.com/the-future-of-asset-management-between-generative-ai-and-esg-data/) - Asset management industry is facing a transformation driven by the evolving expectations of investors, technological advancements and the rise of Generative AI - [L’advisory Digital è end-to-end](https://objectway.com/ladvisory-digital-e-end-to-end/) - Integrare processi digitali e governance umana dei processi di investimento - [Wealth managers slow to adapt 'hyper-personalisation', despite widespread interest](https://objectway.com/wealth-managers-slow-to-adapt-hyper-personalisation-despite-widespread-interest/) - A new survey reveals the extent to which wealth managers are dragging their heels in developing their ‘hyper-personalisation’ strategies. - [Digitalizzazione: così cambiano modelli di business e customer experience](https://objectway.com/digitalizzazione-cosi-cambiano-modelli-di-business-e-customer-experience/) - Che la digitalizzazione contribuisca all’evoluzione dei modelli di business e di relazione con la clientela è ormai un dato di fatto, anche nel private banking - [Gestori alla sfida della redditività](https://objectway.com/gestori-alla-sfida-della-redditivita/) - Le novità regolamentari potranno portare ad una maggiore concorrenza e pressione sulle fee - [Il Private Banking sposa il modello ibrido](https://objectway.com/ibrido-e-questo-il-nuovo-private/) - Il Private Banking si sta aprendo al modello di servizio ibrido, in cui la digitalizzazione trasforma i processi operativi, - [Ora la consulenza finanziaria è ibrida](https://objectway.com/robo-advisory-verso-un-modello-ibrido/) - La human governance unita alle funzionalità robo permetteranno di personalizzare in modo significativo la consulenza - [Consulenza, più valore all’ultimo miglio](https://objectway.com/consulenza-piu-valore-allultimo-miglio/) - Attraverso nuove soluzioni di portfolio optimization, Objectway coniuga l’automazione di processo e la personalizzazione del servizio - [Anche la tecnologia si prepara all’Eurozona ex-UK](https://objectway.com/anche-la-tecnologia-si-prepara-alleurozona-ex-uk/) - Quali saranno gli effetti dell’uscita della Gran Bretagna sugli investimenti IT? - [Siete pronti per il Digital Wealth?](https://objectway.com/siete-pronti-per-il-digital-wealth/) - Come recuperare il gap tecnologico per attirare le nuove generazioni. La visione di Objectway - [La trasformazione digitale nel Wealth Management](https://objectway.com/la-trasformazione-digitale-nel-wealth-management/) - Un'esperienza multicanale e all’insegna del digitale nel wealth management. Objectway ha presentato Conectus - [Clients are Too Important to be Delegated to Algorithms](https://objectway.com/clients-are-too-important-to-be-delegated-to-algorithms/) - Georgios Lekkas drives the implementation, integration and evolution of the company’s product offering to deliver an effective value proposition to the market - [Big Data, croce e delizia](https://objectway.com/big-data-croce-e-delizia/) - Gestire le informazioni sui clienti è sempre più strategico - [I pilastri della trasformazione digitale](https://objectway.com/i-pilastri-della-trasformazione-digitale/) - Collegare, semplificare e differenziare sono le tre linee guida per declinare soluzioni e prodotti - [Il dato guida la consulenza](https://objectway.com/il-dato-guida-la-consulenza/) - Qualità del dato e relazione. Due elementi diversi ma strettamente connessi all’interno di un processo di consulenza - [Robotic Process Automation, un vantaggio competitivo pronto all’uso](https://objectway.com/robotic-process-automation-un-vantaggio-competitivo-pronto-alluso/) - Per competere con successo le aziende di ogni settore hanno bisogno di migliorare - [Outsourcing: a means to a digital end](https://objectway.com/outsourcing-a-means-to-a-digital-end/) - Wealth managers clearly have much to gain from outsourcing non-core functions, however in some cases the process needs to be handled with care and attention - [KBC mise sur un «robo-advisor» pour attirer les investisseurs](https://objectway.com/kbc-mise-sur-un-robo-advisor-pour-attirer-les-investisseurs/) - The Belgian bank, in collaboration with Objectway, has created a digital automated platform, easy to use, that allows customers to control their investments - [Generate "Digital Alpha" performance](https://objectway.com/generate-digital-alpha-performance/) - Generating value through a high-touch, digitally integrated investment experience is key for wealth management to generate digital alpha in a changeable market - [Il consulente “digital plus”](https://objectway.com/il-consulente-digital-plus/) - Con il covid-19, Il digital engagement dei clienti è aumentato di 7-10 volte. Sono necessari nuovi modelli di consulenza per favorire la crescita del business. - [Fill The Digital Gap To Thrive In The “New Normal”](https://objectway.com/fill-the-digital-gap-to-thrive-in-the-new-normal/) - A digitally enabled Client Lifecycle Management is not an option anymore, but needs to be considered as a mandatory capability and the new regular practice - [Il Wealth Tech e i servizi tailor made](https://objectway.com/il-wealth-tech-e-i-servizi-tailor-made/) - Oggi solo il 25% dei wealth e investment manager può fare affidamento sulle scienze comportamentali e sulla sentiment analysis per personalizzare la CX - [Tecnologia e dati di qualità per gestire il rischio negli investimenti](https://objectway.com/tecnologia-e-dati-di-qualita-per-gestire-il-rischio-negli-investimenti/) - Un'analisi dinamica che indaga i rischi contenuti all'interno di un portafoglio di investimento sotto molteplici punti di vista: ecco la soluzione Objectway - [How to recognise a true end-to-end risk-aware Investment Management solution?](https://objectway.com/how-to-recognise-a-true-end-to-end-risk-aware-investment-management-solution/) - A total portfolio approach requires strong focus on the quality of risk analytics and an end-to-end risk-aware Investment Management solution. - [Objectway con Cassa Lombarda: la gestione dei servizi di investimento cross border](https://objectway.com/objectway-con-cassa-lombarda-la-gestione-dei-servizi-di-investimento-cross-border/) - We Wealth propone un estratto della conferenza dedicata all'innovazione tenuta da Objectway e Cassa Lombarda in occasione del Salone del Risparmio 2021 - [Servizi di investimento cross-border: il progetto di Cassa Lombarda](https://objectway.com/servizi-di-investimento-cross-border-il-progetto-di-cassa-lombarda/) - Cassa Lombarda ha scelto Objectway per i suoi servizi di investimento cross-border, ritenendolo un partner dotato di competenza ed esperienza nel settore - [Wealth-being: quando la consulenza è davvero olistica](https://objectway.com/wealth-being-quando-la-consulenza-e-davvero-olistica/) - L'ampliamento degli ambiti di intervento dell'advisory finanziaria è dovuto al crescente interesse dei clienti nei confronti delle scelte di investimento - [Come cambia la consulenza nel post Covid?](https://objectway.com/come-cambia-la-consulenza-nel-post-covid/) - La consulenza nel post Covid sarà olistica: servizi personalizzati, data-driven customer journey e innovazione dei processi con soluzioni di Robo for Advisor. - [Come abilitare il potenziale della finanza digitale: resilienza e innovazione](https://objectway.com/come-abilitare-il-potenziale-della-finanza-digitale-resilienza-e-innovazione/) - La complessità delle tecnologie e dei sistemi IT cresce. - [Consulenza successoria: i tool digitali simulano l'eredità](https://objectway.com/consulenza-successoria-i-tool-digitali-simulano-eredita/) - La distribuzione della ricchezza agli over 65 e il trasferimento alle generazioni successive è un'opportunità per la consulenza successoria. - [Digital assistants: alleviating burdens permeating wealth management](https://objectway.com/digital-assistants-alleviating-burdens-permeating-wealth-management/) - By 2030, advisers will gradually shed their role as investment managers and advise clients on their financial wellness needs more broadly. - [Dal conto al portafoglio: i tool digitali per gestire la liquidità](https://objectway.com/dal-conto-al-portafoglio-i-tool-digitali-per-gestire-la-liquidita/) - Erosa dall’inflazione, la liquidità sui conti correnti è un'opportunità mancata di alimentare gli investimenti per gli obiettivi di vita dei risparmiatori. - [Build for the future, perform today - Business Trends](https://objectway.com/build-for-the-future-perform-today-business-trends/) - Objectway, a Top 100 Global Fintech software provider, acquired in 2021 Die Software Peter Fitzon GmbH, a primary German provider of core banking solutions. - [Banche, ecco come avere un servizio di advisory Esg e MiFID II compliant](https://objectway.com/banche-ecco-come-avere-un-servizio-di-advisory-esg-e-mifid-ii-compliant/) - Cambiano le normative finanziarie, evolvono le piattaforme digitali per la consulenza. La partnership Objectway - novobanco ne è un esempio concreto. - [Objectway. Advisory digitale per novobanco](https://objectway.com/objectway-advisory-digitale-per-novobanco/) - Offrire consulenza finanziaria personalizzata democratizzando i servizi di wealth management. Ecco il progetto realizzato da Objectway per novobanco - [Tech Trends in Wealth Management](https://objectway.com/tech-trends-in-wealth-management/) - Interviewed by IBS FinTech Journal, Dr. Alexander Cassar, Chief Business Operation Officer at Objectway, shares some food for thought on tech trends. - [Outsourcing And Other Wealth Firms' Challenges](https://objectway.com/outsourcing-and-orther-wealth-challenges/) - WealthBriefing talked to Dr. Alexander Cassar about Objectway's views on outsourcing, the requirements and the benefits of change. - [Asset alternativi in portafoglio? Sì, ma bisogna saperli gestire](https://objectway.com/objectway-wewealth-digitalizzazione-degli-investimenti/) - Objectway ha approfondito insieme a We Wealth il tema della digitalizzazione degli investimenti alternativi. - [Agility as a business](https://objectway.com/agility-as-a-business-kurt-vanhee/) - Kurt Vanhee, together with Objectway's partner EBRC, deepens on Agility & Cloud in this interview for the EBRC 20th anniversary book. - [Objectway wins its sixth Goodacre Systems in the City Award](https://objectway.com/objectway-wins-its-sixth-goodacre-systems-in-the-city-award/) - Objectway WealthTech Suite wins a Goodacre Systems in the City Award for the “Best Wealth Management System” category. - [KBC Securities Services selects OBJECTWAY for smart digital client onboarding for independent wealth managers](https://objectway.com/kbc-securities-services-selects-objectway-for-smart-digital-client-onboarding-for-independent-wealth-managers/) - KBC Securities Services has chosen Objectway to implement Digital Client Onboarding for Benelux-based wealth managers - [Objectway delivers full Client Lifecycle Management at Brewin Dolphin](https://objectway.com/objectway-delivers-full-client-lifecycle-management-at-brewin-dolphin/) - Objectway's Client Lifecycle Management & Onboarding solution has been chosen by Brewin Dolphin to provide superior digital client experience and client relationships - [everyoneINVESTED (KBC AM) partners with Objectway to provide innovative digital investment applications](https://objectway.com/everyoneinvested-kbc-am-partners-with-objectway-to-provide-innovative-digital-investment-applications-2/) - Asset managers and Financial institutions can now benefit the everyoneINVESTED's 'Profiler', a fast and user-friendly app for creating digital investor profiles, fully integrated in Objectway Wealth & Asset Management platform - [Objectway releases joint report with Compeer “The Wealth Management Firm of 2025”](https://objectway.com/objectway-releases-joint-report-with-compeer-the-wealth-management-firm-of-2025/) - In collaboraiton with Compeer UK, the research paper was carried through a series of workshops with Senior Executives from leading UK wealth management firms - [Objectway signs with VDK bank to enhance their advisory and portfolio management capabilities](https://objectway.com/objectway-signs-with-vdk-bank-to-enhance-their-advisory-and-portfolio-management-capabilities/) - Vdk Bank implements 2 components of Objectway’s WealthTechSuite: Portfolio Manager for branch-based advisory and execution-only capabilities and Investor Portal - [Objectway recognised by Celent as a key player for client reporting solutions delivering a better client experience](https://objectway.com/objectway-recognised-by-celent-as-a-key-player-for-client-reporting-solutions-delivering-a-better-client-experience/) - Discover why Objectway WealthTech Suite Proactive Reporting with Business Alerts has been awarded - [Brewin Dolphin launches MyBrewin client app on Apple & Android stores](https://objectway.com/brewin-dolphin-launches-mybrewin-client-app-on-apple-android-stores/) - One of the UK’s leading wealth managers has launched it’s ‘MyBrewin client app’ for instant access to current information about Investors' portfolios, asset allocation and performance - [Rabobank implements Objectway's Discretionary & Fund Portfolio Management](https://objectway.com/rabobank-implements-objectway-discretionary-and-fund-portfolio-management-to-improve-client-performance/) - Objectway has announced that Netherlands-based Rabobank, went successfully live with their Discretionary & Fund Portfolio Management Solution. - [Objectway Acquires Die Software Peter Fitzon, Leading German Core Banking Software Specialist](https://objectway.com/objectway-acquires-die-software-peter-fitzon-leading-german-core-banking-software-specialist-global/) - Objectway, Global Top 100 fintech provider of Digital Wealth and Asset Management software, acquired Die Software Peter Fitzon GmbH, a primary German provider of Core Banking solutions. - [Robo for Advisor: la sofisticazione resa semplice](https://objectway.com/robo-for-advisor-la-sofisticazione-resa-semplice/) - Le soluzioni di Robo for Advisor migliorano costantemente la personalizzazione del servizio. - [AI in Financial Services? Rest assured it’s here to stay!](https://objectway.com/ai-in-financial-services-a-transformative-force-for-a-long-term-strategy/) - The financial services industry is navigating digital transformation, and at its core is the integration of Artificial Intelligence - [Objectway’s Survey Report Reveals Key Factors to Lead the ESG Race](https://objectway.com/objectways-survey-report-reveals-key-factors-to-lead-the-esg-race/) - Investigate and learn what stage is reached in terms of ESG integration within a risk aware investment process - [Objectway Listed in March 2021 Gartner report Integrate Advisor-Supporting Wealth Management Technologies Into Digital Platforms To Accelerate Adoption](https://objectway.com/objectway-listed-in-march-2021-gartner-report-integrate-advisor-supporting-wealth-management-technologies-into-digital-platforms-to-accelerate-adoption/) - See the ranking of vendors of advisor technologies for financial planning, portfolio management, client collaboration tools, and as an all-in-one wealth platform - [Objectway e Quantyx Advisors insieme per la gestione degli investimenti alternativi](https://objectway.com/objectway-e-quantyx-advisors-insieme-per-la-gestione-degli-investimenti-alternativi/) - Objectway e Quantyx Advisors insieme per agevolare lo scambio dei flussi operativo-contabili e l’analisi del rischio per l’efficienza e produttività delle SGR - [Objectway in WealthTech100 list of tech companies transforming the global investment and banking industries](https://objectway.com/objectway-in-wealthtech100-list-of-tech-companies-transforming-global-investment-and-banking-industries/) - 2021 Top 100 innovative software providers of digital transformation solutions, for asset managers, private banks and financial advisors - [The future of Wealth Management is Hyper-Personalised](https://objectway.com/the-future-of-wealth-management-is-hyper-personalised/) - Objectway publishes the survey report “Are you developing a hyper-personalised strategy?” describing the results of the related online survey. - [Objectway Releases Joint Research with Compeer “Setting the Digital Agenda for the Next Normal” in Wealth Management](https://objectway.com/objectway-releases-joint-research-with-compeer-setting-the-digital-agenda-for-the-next-normal-in-wealth-management/) - Objectway Releases Joint Research with Compeer “Setting the Digital Agenda for the Next Normal” in Wealth Management. - [Objectway appoints Karl im Brahm as CEO for the DACH region and Group Banking Practice Leader](https://objectway.com/objectway-appoints-karl-im-brahm-as-ceo-for-the-dach-region-and-group-banking-practice-leader/) - Karl will lead the Die Software Objectway Group entity continuing the growth strategy in the German-speaking private banking and wealth management markets. - [Objectway joins Euronext's TechShare programme](https://objectway.com/objectway-joins-euronexts-techshare-programme/) - Objectway joins the pan-European pre-IPO educational programme that supports technology companies aiming to go public. - [Objectway confirmed as key partner in Rathbones’ digital strategy](https://objectway.com/objectway-confirmed-as-key-partner-in-rathbones-digital-strategy/) - Objectway confirmed as strategic digital partner to Rathbones. Objectway partnered with Rathbones to build and implement “MyRathbones” app launched in 2020 - [RAQUEST and DIE SOFTWARE Objectway Group enter into strategic partnership](https://objectway.com/raquest-and-die-software-objectway-group-enter-into-strategic-partnership-2/) - Raquest's withholding tax tool will be directly linked to Objectway‘s core banking solutions OBS for an end-2-end digitalized reclaim process. - [Bank Nagelmackers partners with Objectway to implement their new private client offering](https://objectway.com/nagelmackers-partners-with-objectway-to-implement-new-private-client-offering/) - Bank Nagelmackers has selected Objectway to implement a new private client wealth management platform for underpinning its digital transformation. - [novobanco goes live with Objectway to lead the way in investment services](https://objectway.com/novobanco-goes-live-with-objectway-to-lead-the-way-in-investment-services/) - Thanks to Objectway Investment Advice, on Cloud and SaaS-enabled, novobanco deliver an advanced financial advisory experience democratising the wealth offering. - [Objectway appoints Hassan Suffyan as Managing Director for the UK region](https://objectway.com/objectway-appoints-hassan-suffyan-managing-director-uk/) - With his expertise, Hassan Suffyan will boost Objectway’s growth in the UK and Irish markets, strengthening the global leadership team. - [Customer Experience in Financial Services

6th September 2022](https://objectway.com/customer-experience-in-financial-services/) - The annual Customer Experience in Financial Services conference is the ultimate conference for the financial sector to drive seamless experiences - [Objectway awarded Brewin Dolphin at City of London Wealth Management Awards

15th March 2018](https://objectway.com/objectway-awarded-brewin-dolphin-with-best-discretionary-wealth-management-award-at-city-of-london-wealth-management-awards/) - Objectway awarded Brewin Dolphin at City of London Wealth Management Awards - [Objectway Speaker at Robo Investing Europe 2018

22nd January 2018](https://objectway.com/objectway-speaker-at-robo-investing-europe-2018/) - Objectway is one of the speaker at Robo Investing Europe 2018 - [Risk & ESG-aligned portfolios - The new frontier in investment strategies

26th November 2020](https://objectway.com/26-november-2020-risk-esg-aligned-portfolios-the-new-frontier-in-investment-strategies/) - The new frontier in investment strategies: Objectway and Confluence Webinar - [WealthTech 2019: The Truth About Digital

26th March 2019](https://objectway.com/wealthtech-2019-the-truth-about-digital/) - During this event, Objectway and Compeer will be delivering an assessment of the digital landscape and which developments the wealth sector is prioritising. - [Objectway Customer Conference 2018 in Rome

5th April 2018](https://objectway.com/objectway-customer-conference-2018-in-rome/) - Objectway Customer Conference 2018 in Rome - [Objectway Gold Sponsor at the PIMFA ANNUAL SUMMIT 2018

24th October 2018](https://objectway.com/objectway-gold-sponsor-at-the-pimfa-annual-summit-2018/) - Objectway will be a Gold Sponsor at the PIMFA ANNUAL SUMMIT 2018 - [Compeer Clients’ View Conference

24th November 2017](https://objectway.com/compeer-clients-view-conference/) - Objectway will be presenting its research study “The Wealth Management Firm of 2025” at the Compeer Clients’ View Conference - [Digital Integration in Wealth Management 2022

22nd March 2022](https://objectway.com/digital-integration-in-wealth-management-2022/) - Objectway, sponsor of the conference, is delighted to announce that it will share the stage with its client Rathbones, a leader in UK Wealth Management business - [Salone del Risparmio – Market thought leaders round table

16th April 2017](https://objectway.com/salone-del-risparmio-market-thought-leaders-round-table/) - Objectway partecipa alla tavola rotonda del Salone del Risparmio insieme agli altri leader di mercato - [Global Wealthtech Summit 2019 – London

5th November 2019](https://objectway.com/global-wealthtech-summit-2019-london/) - Connect with experts in the WealthTech and Asset Management space; get the complete market picture on WealthTech and Asset Management solutions - [Objectway ranks second in IBS private banking sales league table 2017](https://objectway.com/objectway-ranks-second-in-ibs-private-banking-sales-league-table-2017/) - Objectway has topped the IBS Private Banking Sales League Table 2017 positioning at second place with Conectus. - [Objectway rises the 2017 IDC Fintech Rankings by IDC Financial Insights](https://objectway.com/objectway-rises-the-2017-idc-fintech-rankings-by-idc-financial-insights/) - Objectway announced they have ranked #86 on the 2017 IDC FinTech Rankings - [Objectway vince il Best Performance Award di SDA Bocconi](https://objectway.com/objectway-si-e-aggiudicata-laward-nella-categoria-best-performing-small-company/) - Objectway si è aggiudicata l’award nella categoria Best Performing Small Company - [Objectway shortlisted at the WealthBriefing Awards 2018](https://objectway.com/objectway-shortlisted-at-the-wealthbriefing-awards-2018/) - We are proud to announce that Objectway has been shortlisted for the WealthBriefing European Awards in two categories. The winners will be announced in London. - [Objectway at #84 in the 2018 IDCfintech rankings by IDCfinancial insights](https://objectway.com/objectway-at-84-in-the-2018-idcfintech-rankings-by-idcfinancial-insights/) - Objectway is in the IDC top 100 for the fourth time in a row and our ranking has improved - [Have your say in determining the winner of the Systems in the City FinTech Awards 2019](https://objectway.com/have-your-say-in-determining-the-winner-of-the-systems-in-the-city-fintech-awards-2019/) - Choose the category for the best system/solution and vote for Objectway at the Goodacre Systems in the City FinTech Awards 2019. - [Objectway tra i top 500 champions che trainano l’economia italiana](https://objectway.com/objectway-tra-i-top-500-champions-che-trainano-leconomia-italiana/) - L’eccellenza nelle performance di bilancio per ottenere il prestigioso riconoscimento di ItalyPost in collaborazione con L’Economia del Corriere della Sera - [The Financial Centres Summit

14th September 2018](https://objectway.com/the-financial-centres-summit/) - Objectway will partecipate at the Financial Centres Summit Dublin 2018 - [Objectway speaker at The Securities Industry Conference

14th September 2018](https://objectway.com/objectway-speaker-at-the-securities-industry-conference/) - Objectway will present at The Securities Industry Conference - [Objectway and TreeTop at the Efma Affluent and Private Banking Summit

7th June 2018](https://objectway.com/objectway-and-treetop-at-the-efma-affluent-and-private-banking-summit/) - Objectway and TreeTop at the Efma Affluent and Private Banking Summit - [Breakfast Briefing “Adapting to a rapidly changing Wealth Management business to ensure tomorrow’s growth”

29th May 2018](https://objectway.com/breakfast-briefing-adapting-to-a-rapidly-changing-wealth-management-business-to-ensure-tomorrows-growth/) - Breakfast Briefing “Adapting to a rapidly changing Wealth Management business to ensure tomorrow’s growth” - [Objectway a #SDR18

23rd March 2018](https://objectway.com/objectway-a-sdr18/) - Objectway a #SDR18 23rd March 2018 – Objectway presenterà all’edizione 2018 de Il Salone del Risparmio, insieme a Massimo Arrighi. Share Share Tweet Share LinkLinkLink > LinkLinkLink > Agenda 10th, 11th e 12th April 2018 The future of Digital Advisory: Human Governance and Robo-Planning? Objectway, in collaborazione con Massimo Arrighi di ATKearney Processi di onboarding - [Objectway and CBP sponsor at BVI Fund Operations Konferenz

19th March 2018](https://objectway.com/objectway-and-cbp-sponsor-at-bvi-fund-operations-konferenz/) - Join Objectway and CPB at Bvi Fund Operations Konferenz - [Objectway sponsor at IT FORUM 2017

16th November 2017](https://objectway.com/objectway-sponsor-a-it-forum-2017/) - Objectway sponsor a IT FORUM 2017 - [Wealth management in the digital era – bridging the gap between robo & human advice

15th May 2017](https://objectway.com/wealth-management-in-the-digital-era-bridging-the-gap-between-robo-human-advice/) - Objectway is setting the breakfast briefing: Wealth Management in the Digital Era -‘Bridging the gap between robo & human advice’ - [Global WealthTech Summit 2018

31st October 2018](https://objectway.com/global-wealthtech-summit-2018/) - Objectway will present at the Global WealthTech Summit 2018 - [Objectway Silver Sponsor of the 9th DACH Congress for Financial Information

24th April 2019](https://objectway.com/objectway-silver-sponsor-of-the-9th-d-a-ch-congress-for-financial-information/) - Objectway will be Silver Sponsor at the 9th edition of the Financial Forum Congress. - [Expand your capabilities and empower your business

5th June 2019](https://objectway.com/expand-your-capabilities-and-empower-your-business/) - Expand your capabilities and empower your business 5th | 6th June 2019 – Join us at our events to uncover what some of the leading wealth & investment firms are doing to drive revenue growth. Get a roadmap to a WealthTech strategy that drives value for your business and your customers. Share Share Tweet Share - [Front Office goes Digital - Edinburgh

24th September 2019](https://objectway.com/front-office-goes-digital-edinburgh/) - Learn how to improve advisor productivity and client experience with intelligent customer management, daily planning and high levels of automation. - [Breakfast Briefing: Investment Management in a connected world

18th October 2019](https://objectway.com/breakfast-briefing-investment-management-in-a-connected-world/) - Objectway and MCI are delighted to invite you to our breakfast briefing on: “Improving today’s wealth management business to ensure tomorrow’s growth. - [WM Summit Wien

8th June 2021](https://objectway.com/wm-summit-wien-8-june/) - Objectway sponsors the WM Summit 2021 in Wien, organised by WM Gruppe - the meeting to discuss the future of banking. - [Objectway Acquires Leading German Core Banking Software Specialist Die Software Peter Fitzon](https://objectway.com/objectway-acquires-leading-german-core-banking-software-specialist-die-software-peter-fitzon/) - Objectway, Global Top 100 fintech provider of Digital Wealth and Asset Management software, acquired Die Software Peter Fitzon GmbH - [Hyper-Personalization in the context of investor risk profiling](https://objectway.com/hyper-personalization-in-the-context-of-investor-risk-profiling/) - Hyper-Personalization in the context of investor risk profiling Jurgen Vandenbrouck Managing Director at EveryoneINVESTED OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalChange#Digitalisation#ClientExperience #HyperPersonalisation Investors differ in how they balance long-term risk and reward. Jurgen Vandenbrouck PhD, managing director at EveryoneInvested, analyses how hyper-personalization can help to define risk profile. - [Top Emerging Technologies in Wealth Management 2023](https://objectway.com/top-emerging-technologies-in-wealth-management-2023/) - Business and technology professionals in wealth management are increasing their investments in emerging technologies to enhance their operations and efficiency - [Objectway ranks first in the IBS Global Sales League Table 2019](https://objectway.com/objectway-ranks-first-in-the-ibs-global-sales-league-table-2019/) - Objectway has ranked first in the IBS Global Sales League Table 2019 in the Private Banking Systems category with eXimius Wealth Management Platform. - [Objectway wins XCelent Depth of Service award in Celent report](https://objectway.com/objectway-wins-xcelent-depth-of-service-award-in-celent-report/) - Objectway won an Xcelent award in Celent's report which examined eight major vendors offering digital onboarding capabilities in Europe and North America - [Have your say in determining the winner of the Systems in the City FinTech Awards](https://objectway.com/have-your-say-in-determining-the-winner-of-the-systems-in-the-city-fintech-awards/) - Vote for Objectway at the Systems in the City FinTech Awards and encourage your peers to vote for Objectway as well - [Objectway included in the annual WealthTech100](https://objectway.com/objectway-in-wealthtech100/) - The list includes the most innovative wealthtech providers addressing the digital transformation challenges faced by private banks, wealth and investment firms. - [IBS Intelligence awards Objectway #1 for Private Banking and Wealth Management deals](https://objectway.com/ibs-intelligence-awards-objectway-1-for-private-banking-and-wealth-management-deals/) - Objectway has been recognised as the market’s leading firm for Private Banking and Wealth Management deals in the IBS Intelligence Sales League Table (SLT). - [Objectway Suite named Best Wealth Management Solution](https://objectway.com/objectway-suite-named-best-wealth-management-solution/) - Objectway achieved its fourth in a row “Best Wealth Management Solution” award by Goodacre, the UK leading specialist consultancy for the securities industry. - [Gaining an edge through ESG investing: Are wealth managers ready?](https://objectway.com/gaining-an-edge-through-esg-investing-are-wealth-managers-ready/) - The forum discussion centred on the state of ESG readiness in Wealth Management has shown ESG like a surface for a wider audience - [Objectway Acquisisce Die Software Peter Fitzon Gmbh](https://objectway.com/objectway-acquisisce-die-software-peter-fitzon-gmbh/) - Objectway, top 100 fintech leader nel Digital Wealth e Asset Management software, ha acquisito Die Software Peter Fitzon GmbH, azienda tedesca leader nelle soluzioni di Core Banking. - [How to become a leading, digitally-enabled Wealth Manager](https://objectway.com/how-to-become-a-leading-digitally-enabled-wealth-manager/) - Generating value through a high-touch, digitally integrated investment experience is key for wealth management to generate digital alpha in a changeable market. - [Do you have the right approach to building a risk-aware investment process?](https://objectway.com/do-you-have-the-right-approach-to-building-risk-aware-investment-process/) - The right approach to building a risk-aware investment process: align, differentiate, and activate authentic alpha generation capabilities - [CEOs' perspectives on threats, opportunities, and technology in Wealth Management](https://objectway.com/pam-ceo-dinner-perspectives-on-threats-opportunity-technology-in-wealth-management/) - Technology offers opportunities for cost reduction, compliance, centralized investment management, and personalized investment strategies - [Battere l'incertezza e tutelare il patrimonio](https://objectway.com/battere-lincertezza-e-tutelare-il-patrimonio/) - E' possibile democratizzare l'accesso all'offerta wealth fornendo alla clientela affluent consulenza finanziaria personalizzata tramite una piattaforma evoluta - [Outsourcing: Investire in qualità per garantire l’efficienza](https://objectway.com/wealth-management-e-outsourcing-efficienza-e-vantaggi-del-bpo/) - Anche il wealth management ricorre all’outsourcing di attività e servizi: ottimizzazione dei costi, efficienza e maggiore qualità, questi i vantaggi del BPO. - [Objectway: Banche e gestori? Un "delivery hub" per il cliente private](https://objectway.com/un-delivery-hub-per-il-cliente-private-la-soluzione-objectway/) - Gianbattista Geroldi racconta ad AziendaBanca come la tecnologia sia oggi fondamentale per supportare banker e clienti nell'analisi di scenari e obiettivi - [„Beim KI-Einsatz liegen die Vorteile auf der Hand“](https://objectway.com/beim-ki-einsatz-liegen-die-vorteile-auf-der-hand/) - Der Banken-Software-Anbieter Objectway aus Italien möchte im deutschsprachigen Markt stärker Fuß fassen. Karl im Brahm, als CEO für die DACH-Region zuständig, erklärt im Interview mit der Börsen Zeitung - [Blockchain e criptovalute, l'incertezza normativa frena lo sviluppo](https://objectway.com/blockchain-e-criptovalute-incertezza-normativa-frena-lo-sviluppo/) - Blockchain e criptovalute: trend in crescita, ma la normativa resta sulla difensiva. Paolo Cacciabue, Senior Business Development Manager Objectway ne parla con WeWea - [Are wealth managers making their clients feel special?](https://objectway.com/are-wealth-managers-making-their-clients-feel-special-farvest-group/) - In the past five years, the importance of customer experience in wealth and investment management has changed dramatically. - [Digital Customer Experience: a che punto è il wealth management?](https://objectway.com/digital-customer-experience-a-che-punto-e-il-wealth-management/) - La rapida digitalizzazione del wealth management pone le aziende di questo settore davanti a notevoli opportunità e sfide importanti. - [Digital Customer Experience e Wealth Management: tempo di agire](https://objectway.com/digital-customer-experience-e-wealth-management-rapporto-con-il-cliente-e-innovazione-tecnologica/) - Customer experience: per il wealth management la domanda non è più ‘se’ ma ‘come’ investire nella digitalizzazione della propria offerta. - [Compeer - The front office of the future: investing in your client

10th May 2017](https://objectway.com/the-front-office-of-the-future-investing-in-your-client/) - Objectway gold sponsor at the Compeer’s front office event, will be talking about “How the Digital Front Office drives differentiation in Wealth Management" - [Objectway on air on the South African radio program Classic Business, fm 102.7

21st June 2017](https://objectway.com/objectway-on-air-on-the-south-african-radio-program-classic-business-fm-102-7/) - Objectway on air on the South African radio program Classic Business, fm 102.7 21st June 2017 Share Share Tweet Share LinkLinkLink > LinkLinkLink > Agenda 21st June 2017 Objectway was on air on the South African radio program Classic Business, where Maarten Boddeus, Business Development Director, gave an interview on hybrid advisory. LISTEN TO THE - [Wealth management & private banking conference 2017

4th October 2017](https://objectway.com/wealth-management-private-banking-conference-2017/) - Objectway participates at the Wealth Management & Private Banking Conference 2017 - [Securities Industry Conference

6th October 2017](https://objectway.com/securities-industry-conference/) - Objectway will attend the Securities Industry Conference by Goodacre - [Screen Markets

10th October 2017](https://objectway.com/screen-markets/) - Objectway will be attending the Screen Markets - [EFMA Innovation Summit

23rd October 2017](https://objectway.com/efma-innovation-summit/) - Objectway sponsor at the EFMA Innovation Summit 2017 - [PIMFA Annual Summit

3rd November 2017](https://objectway.com/pimfa-annual-summit/) - PIMFA Annual Summit 3rd November 2017 – Objectway partecipates at the PIMFA 2017 Summit. Share Share Tweet Share LinkLinkLink > LinkLinkLink > Agenda 8th November 2017 PIMFA, a leading trade association in the personal investment management & financial advice sector in the UK, will host their inaugural Annual Summit on November 8th. After dealing with - [Breakfast Briefing “Disruptive Trends in Wealth Management: What to Expect”

26th March 2018](https://objectway.com/breakfast-briefing-disruptive-trends-in-wealth-management-what-to-expect/) - Breakfast Briefing “Disruptive Trends in Wealth Management: What to Expect” 26th March 2018 – Objectway, in collaboration with Goodacre, is setting a Breakfast Briefing that will take place April 18th. Share Share Tweet Share LinkLinkLink > LinkLinkLink > Agenda 18th April 2018 08:30am – 09:30am Registration & breakfast 09:30am – 09:35am Introduction Angela Knight CBE, - [Robo-Advisory 2.0: Digital Meets Human

15th May 2018](https://objectway.com/robo-advisory-2-0-digital-meets-human/) - Register now to Objectway's webinar "Robo-Advisory 2.0: Digital Meets Human" on June 5th - [Objectway at the Private Banker Luxembourg 2018

5th October 2018](https://objectway.com/objectway-at-the-private-banker-luxembourg-2018/) - Objectway sponsor at the Private Banker Luxembourg 2018 - [Breakfast briefing “Wealth Management at the Digital Frontier”

11th October 2018](https://objectway.com/breakfast-briefing-wealth-management-at-the-digital-frontier/) - Breakfast briefing “Wealth Management at the Digital Frontier” 11th October 2018 – Objectway, in collaboration with Compeer, is setting a Breakfast Briefing on Wealth Management at the Digital Frontier. Share Share Tweet Share LinkLinkLink > LinkLinkLink > Agenda 11th October 2018 Objectway and Compeer are delighted to invite you to their Breakfast Briefing “Wealth Management - [Ottimizzazione di Portafoglio– Generazione automatica di proposte di investimento personalizzate

29th October 2018](https://objectway.com/ottimizzazione-di-portafoglio/) - Ottimizzazione di Portafoglio– Generazione automatica di proposte di investimento personalizzate 29 October 2018 – Objectway e il centro di ricerca e di consulenza in econometria e finanza Greta presentano i propri sofisticati algoritmi di ottimizzazione del portafoglio. Share Share Tweet Share LinkLinkLink > LinkLinkLink > Offrire una proposta di investimento veramente personalizzata a un elevato - [Digital Investment Management

27th February 2019](https://objectway.com/digital-investment-management/) - Objectway sarà sponsor della prima edizione del Banking Program organizzato da The Innovation Group. - [Empower your business with a Digital Integrated Platform

10 Aprile 2019](https://objectway.com/empower-your-business-with-a-digital-integrated-platform/) - Objectway presenta Conectus, Digital Wealth Experience Platform per il segmento del wealth e investment management. - [Compeer Front Office 2019

14th May 2019](https://objectway.com/compeer-front-office-2019/) - The Front Office is one of the most important and expensive areas of a wealth management business: get value for money! - [Sales Audit & Compliance

25 Giugno 2019](https://objectway.com/sales-audit-compliance/) - Partecipa al webinar organizzato da Objectway e scopri come ottimizzare il controllo della tua rete di vendita. - [Front Office goes Digital

3rd July 2019](https://objectway.com/front-office-goes-digital/) - How to improve advisor productivity and client experience, innovating the Front-Office - [End-To-End Digital Advisory

17 Ottobre 2019](https://objectway.com/end-to-end-digital-advisory/) - Modelli e strategie diventano proposte di investimento personalizzate. Come? Grazie alla WealthTech Suite di Objectway. - [Webinar - Front Office Productivity

15th October 2019](https://objectway.com/webinar-front-office-productivity/) - How to increase Front Office productivity and support the entire digital investment management process - [Securities Industry Conference 2019 – London

4th October 2019](https://objectway.com/securities-industry-conference-2019-london/) - Objectway sponsors at the Securities Industry Conference in London at NatWest Bishopsgate Auditorium. - [Flexible Onboarding

14 Novembre 2019](https://objectway.com/flexible-onboarding/) - Partecipa al webinar organizzato da Objectway per scoprire le potenzialità e i fattori che possono incrementare la produttività aziendale. - [Private Wealth Europe Forum 2019

7th November 2019](https://objectway.com/objectway-sponsor-a-private-wealth-europe-forum-2019/) - Objectway sponsors the Private Wealth Europe Forum 2019, the leading meeting for family offices, wealth managers, private banks and asset managers. - [System in the City Fintech Directory & Review 2019

26th November 2019](https://objectway.com/system-in-the-city-fintech-directory-review-2019/) - Join The Goodacre System in the City Fintech Directory & Review 2019, to discuss the current state of the financial technologies and solutions market. - [Private Banking Awards 2019

26 Novembre 2019](https://objectway.com/objectway-premia-la-categoria-innovazione-nel-wealth-management/) - Objectway premia la categoria "Innovazione nel wealth management" in occasione della quarta edizione del Private Banking Awards. - [Breakfast Briefing “The wealth management firm of 2025”

1st April 2020](https://objectway.com/breakfast-briefing-the-wealth-management-firm-of-2025/) - Objectway and Goodacre are delighted to set the next instalment in our series of popular Breakfast Briefings focused on the wealth management firm of 2025. - [Digital Integration in Wealth Management 2020

4th March 2020](https://objectway.com/digital-integration-in-wealth-management-2020/) - Attend the Digital Integration in Wealth Management conference in London to find out what kind of digital tools can be implemented in the wealth industry. - [The Wealth Management Firm of 2025 – Join the Webinar!

23rd April 2020](https://objectway.com/the-wealth-management-firm-of-2025-join-the-webinar/) - Attend the webinar to understand the key issues firms are currently facing, where improvements are required and how the Wealth industry will evolve. - [Previdenza, Protezione, IDD

28 Maggio 2020](https://objectway.com/previdenza-protezione-idd/) - Objectway e Epheso illustreranno in due differenti sessioni di webinar online cosa possono fare per supportare le vostre esigenze in ambito IDD. - [Creating Digital Alpha - Objectway sponsor at the Securities Industry Conference

2nd October 2020](https://objectway.com/creating-digital-alpha-objectway-sponsor-at-the-securities-industry-conference/) - The SIC brings together some of the best and brightest speakers in the sector to discuss the issues that matter most. - [Smart technology drives smart transformation

29th October 2020](https://objectway.com/smart-technology-drives-smart-transformation/) - Objectway invites you to join our webinar on how Smart Technology can drive a Smart Transformation to become more profitable and effective in serving clients. - [Risk & ESG - Portafogli diversificati e sostenibili

4 Novembre 2020](https://objectway.com/4-novembre-2020risk-esg-portafogli-diversificati-e-sostenibili/) - Objectway e Confluence vi mostreranno come costruire, analizzare e monitorare portafogli risk aware integrando l’analisi ESG. - [PMAC 2020 National Conference

17th November 2020](https://objectway.com/pmac-2020-national-conference-17-november/) - Objectway is proudly supporting as Gold Sponsor the PMAC 2020 National Conference. - [Unlock your Business Growth with Hyper-Personalisation

15th June 2021](https://objectway.com/unlock-your-business-growth-with-hyper-personalisation/) - Learn how to match traditional channel conversion of more than 80% in a digital setting - [Senior Leaders Forum ESG with Compeer

9th June 2021](https://objectway.com/senior-leaders-forum-esg-9-june/) - Understand how UK wealth management firms can deal with the opportunities and challenges associated with ESG investing. - [Wealth Management the yearly review 2021

24th June 2021](https://objectway.com/wealth-management-the-yearly-review-2021/) - During Compeer’s webinar, Objectway will provide insights on how to gain tangible customer and shareholder value by digitizing wealth management - [Objectway a #SDR21

15th Settembre 2021](https://objectway.com/objectway-a-sdr21/) - Objectway partecipa al Salone del Risparmio 2021 insieme a Cassa Lombarda e PKB PrivatBank - [Objectway Sponsor alla prima edizione del Wealth Management Forum

25th Novembre 2022](https://objectway.com/objectway-sponsor-alla-prima-edizione-del-wealth-management-forum/) - Scopri di più sulle tematiche di cui si è parlato all’evento Wealth Management Forum promosso da ABI Eventi - [ESG beyond Equities - Objectway and Synechron

15th March 2022](https://objectway.com/esg-beyond-equities-objectway-and-synechron/) - Objectway and Synechron are pleased to invite you to attend the joint webinar “ESG beyond Equities” on March 15th at 2:00pm CET. - [The Banking Scene Amsterdam - #TBSCONF22AMS

12th April 2022](https://objectway.com/the-banking-scene-amsterdam-tbsconf22ams/) - Objectway is proud to sponsor The Banking Scene 2022 Amsterdam event. We look forward to meeting you at #TBSCONF22AMS. See you in Amsterdam! - [ESG as part of MiFID II: From client onboarding to advice and reporting

21st April 2022](https://objectway.com/esg-as-part-of-mifid-ii-from-client-onboarding-to-advice-and-reporting/) - Objectway, everyoneINVESTED and Synechron are pleased to invite you to attend the joint webinar “ESG as part of MiFID II” on April 21st at 2:00pm CET. - [2nd Edition Middle East WealthTech Forum 2022

30th May 2022](https://objectway.com/wealthtech-forum-2022-mena/) - Digital transformation is driving the future of wealth and asset management: Objectway Platinum Sponsor at Middle East WealthTech Forum 2022 - [AM Tech Day Paris 2022

4th October 2022](https://objectway.com/am-tech-day-paris-2022/) - Objectway is pleased to invite you to the 13th edition of AM Tech Day 2022, the pan-European event organised by L'Agefi - [Digital Integration in Wealth Management Switzerland

5th October 2022](https://objectway.com/digital-integration-in-wealth-management-arena-event-2022/) - Objectway will take part to the Digital Integration in wealth management event in Zurich on the 5th and 6th of October. Meet us at our booth! - [Global WealthTech Summit 2022

2nd November 2022](https://objectway.com/objectway-at-global-wealthtech-summit-2022/) - Objectway will take part as sponsor and with a panel hosted by Tariq Khan at theGlobal WealthTech Summit in London. Meet us at our booth! - [Objectway at the 27. WM Kundenforum 2022

10th November 2022](https://objectway.com/objectway-sponsors-kundenforum-2022/) - Objectway will sponsor the 27. Kundenforum 2022 event in Frankfurt organized by WM Gruppe. - [Objectway sponsor at PMAC 2022 National Conference

16th November 2022](https://objectway.com/objectway-sponsors-pmac-conference-2022/) - Objectway will be Gold+ Sponsor at 2022 PMAC National Conference in Toronto - [Objectway at AIPB Forum 2022

23rd November 2022](https://objectway.com/objectway-at-the-aipb-forum-2022/) - Objectway sponsors the XVIII Edition of the Private Banking Forum at Palazzo Mezzanotte in Milan. - [Objectway sponsor the IIAC Catch Up With The Force of WealthTech Conference 2022

24th November 2022](https://objectway.com/objectway-sponsor-at-iiac-wealthtech-conference/) - Objectway will take part to the IIAC Conference in Toronto as Breakfast Sponsor. - [Objectway at Parkwell Seminar: Digital Wealth Initiatives: Where Next?

30th November 2022](https://objectway.com/parkwell-seminar-digital-wealth-initiatives-where-next/) - Objectway will take part to the latest Parkwell Seminar and Tariq Khan will showcase the future steps of digital wealth management ecosystem. Join us! - [Objectway sponsor the European Finance Summit 2022 organized by Farvest Group

1st December 2022](https://objectway.com/objectway-sponsor-luxembourg-european-finance-summit-2022/) - Objectway will take part to the European Finance Summit 2022 Edition in Luxembourg as Silver Sponsor. - [Objectway at Pimfa End of the Year Networking Reception 2022

7th December 2022](https://objectway.com/objectway-pimfa-end-of-the-year-networking-reception-2022/) - Objectway will attend the Pimfa End of the Year Networking Reception 2022 with Hassan Suffyan and Tariq Khan - [Objectway Eyes New Worlds To Conquer In Financial Sector](https://objectway.com/objectway-eyes-new-worlds-to-conquer-in-financial-sector/) - Peter Schramme, Objectway’s Chief Business Development Officer, on how the Fintech company continues to gain momentum in serving wealth management clients - [Objectway one of the Top 100 WealthTech companies by Fintech Global](https://objectway.com/objectway-one-of-the-top-100-wealthtech-companies-by-fintech-global/) - Objectway one of the top 100 Wealthtech companies recognised by IDC for their efforts transforming the wealth and asset management industries. - [Luigi Marciano, CEO di Objectway, premiato ai CEO Italian Awards nella categoria “Technology”](https://objectway.com/luigi-marciano-ceo-di-objectway-premiato-ai-ceo-italian-awards-nella-categoria-technology/) - I migliori CEO di aziende italiane e multinazionali operanti in Italia selezionati tra i top 100 della classifica Forbes Italia - [Accelerare l’evoluzione digitale della finanza con una visione olistica](https://objectway.com/accelerare-levoluzione-digitale-della-finanza-con-una-visione-olistica/) - Accelerare l’evoluzione digitale dell’industria mondiale del wealth & asset management: questa la mission di Objectway. - [Wealth Management and COVID 19](https://objectway.com/wealth-management-and-covid-19/) - Objectway is a leading software provider of wealth management digital solutions with customers distributed across four continents. - [Una consulenza digitale ma più personalizzata](https://objectway.com/una-consulenza-digitale-ma-piu-personalizzata/) - Il covid-19 ha spostato la relazione tra advisor e cliente sui canali digitali: piattaforme avanzate per aumentare le capacità e l’efficienza dell’advisor. - [Verso una nuova normalità](https://objectway.com/verso-una-nuova-normalita/) - Private Banking e Wealth Management devono preparare il proprio business alla crescita nel post-Covid. - [Objectway Wealthtech Suite crowned “Best Wealth Management System” for the second consecutive year](https://objectway.com/objectway-wealthtech-suite-crowned-best-wealth-management-system-for-the-second-consecutive-year/) - Objectway, a leader in the Digital Wealth & Asset Management software, continues its series of consecutive awards recognition by Goodacre - [Può l'intelligenza artificiale essere di aiuto ai servizi finanziari?](https://objectway.com/puo-lintelligenza-artificiale-essere-di-aiuto-ai-servizi-finanziari/) - Leggi l'intervista a Luigi Marciano, CEO di Objectway, tra i primi player europei nello sviluppo e produzione di piattaforme software e istituzioni finanziarie - [Accuro goes live with Objectway's Investment Management Service Solution for private clients](https://objectway.com/accuro-goes-live-with-objectway-investment-management-service-solution/) - Accuro relies on Objectway to enhance their approach to clients' needs and portfolios, supported by a personalised digital service built on Objectway Platform. - [Sfide ed opportunità dell'innovazione sostenibile per la finanza](https://objectway.com/sfide-ed-opportunita-dellinnovazione-sostenibile-per-la-finanza-objectway-al-sdr23/) - In occasione del SDR23, Objectway ha presentato i risultati della ricerca commissionata a GlobalData per esaminare il livello di innovazione nei servizi finanziari in Europa. - [Digitale Innovationen im Wettbewerb: Wie Banken und Vermögensverwalter um Kunden kämpfen müssen](https://objectway.com/digitale-innovationen-im-wettbewerb-wie-banken-und-vermogensverwalter-um-kunden-kampfen-mussen/) - In Deutschland kämpfen Banken und Finanzinstitute mit einer Übersättigung an Anbietern und einem Mangel an Kunden. Karl im Brahm vertieft das Thema für Fundscene. - [The Future of Wealth Management: Client Experience, ESG, and Digital Transformation Take Center Stage at CEO Dinner](https://objectway.com/the-future-of-wealth-management-digital-transformation-and-esg-factors/) - Enhancing the client experience in at the top of the agenda, as the importance of sustainability and of improving productivity and achieving scale - [Challenges & Trends in Wealth Management in 2023 and Beyond](https://objectway.com/challenges-and-trends-in-wealth-management-in-2023-latest-from-ceo-pam-dinner/) - How the industry is managing the demand for improved digital engagement as part of an integrated hybrid experience, improving productivity and achieving scale - [Democratising Wealth: A unique business opportunity to impact Wealth Management Today and Shape the Future](https://objectway.com/democratising-wealth-to-impact-wealth-management-today-and-shape-the-future/) - Democratisation of wealth means balancing the digitisation of client journeys, granting access to individualised investments and reducing operational costs - [CX: A critical competitive differentiator in 2022 and beyond](https://objectway.com/the-importance-of-a-customer-centric-business-model-in-wealth-management/) - Excellent onboarding results in a seamless ecosystem where all the features are integrated, automated, digitalised and omnichannel, end-to-end. - [Customer experience in wealth management: The battleground for growth?](https://objectway.com/delivering-customer-experience-in-wealth-management-and-the-ability-to-scale/) - We see an industry that will be undertaking some fairly significant technology investment as a means to get customer experience capability, and scale. - [Change in Private Wealth Management](https://objectway.com/change-in-private-wealth-management/) - The ‘3B’ model, B2B2B2C creates value for each level of the chain. The end result is widest distribution at optimised, shared low cost - [INVESTMENT DEMOCRATISATION: READY, STEADY, GO!](https://objectway.com/investment-democratisation-objectway-at-am-tech-day/) - Accelerated investment democratisation trends require for keeping pace with digital innovation. That’s is not a matter of ‘if’, but only of ‘how’. - [Onboarding beyond first encounters: A matter of Client Relationship](https://objectway.com/onboarding-moves-beyond-in-the-overall-client-relationship/) - Excellent onboarding results in a seamless ecosystem where all the features are integrated, automated, digitalised and omnichannel, end-to-end. - [The ever growing importance of Customer Experience](https://objectway.com/the-ever-growing-importance-of-customer-experience/) - Objectway at Customer Experience in Financial Services attended by Wealth Management firms dealt with the importance of hybrid wealth management offering - [Future forecast: customer experience in Wealth Management](https://objectway.com/customer-experience-in-financial-services-2022-london-conference/) - Top tech priorities for wealth firms are client onboarding, servicing and suitability, but they have to deal with infrastructure inefficiency, proving the ROI. - [Objectway is live on Instagram. We are expanding our digital community!](https://objectway.com/objectway-is-now-live-on-instagram/) - For Millennials and Gen Z Instagram is the place to get informed and motivated. It’s the key to unlock fintech today to the clients of tomorrow. - [Gain a sky-high competitive advantage with an end-to-end digital client onboarding](https://objectway.com/gain-competitive-advantage-switching-to-paperless-and-digital-client-onboarding/) - Wealth Managers are working on a frictionless digital client onboarding, abandoning legacy technology and leveraging on automated, agile processes. - [Fintech UX: Look & Feel for a Successful Customer Experience](https://objectway.com/the-role-of-user-experience-in-the-fintech-industry/) - The user experience is playing a crucial role in the fintech industry as an integral component of the customer experience. - [Vincere le sfide attuali e condividere esperienze per formare oggi le competenze del futuro](https://objectway.com/approfondire-la-formazione-finanziaria-per-crescere-nel-futuro/) - In Objectway crediamo nel valore delle esperienze e della formazione per le nostre persone, per vincere le sfide del futuro - [Forecasting the future: How and why will technology enable change in the Wealth Management sector?](https://objectway.com/forecasting-the-future-how-and-why-will-technology-enable-change-in-the-wealth-management-sector/) - The investment scope is widening and banks increasingly open up to all those who want to invest, this way democratising investment - [Digital to design personalised investment proposals, effectively](https://objectway.com/achieve-democratisation-through-personalized-investment-advisory-proposal/) - The investment scope is widening and banks increasingly open up to all those who want to invest, this way democratising investment - [Enabling Democratization In Wealth Management](https://objectway.com/enabling-democratization-in-wealth-management/) - Customers are nowadays looking for hybrid offerings, seamless, digital services and providers that incorporates expertise, perfect data and technology support. - [The banking regulators viewpoint: keeping an eye on Cloud Computing within the German Market](https://objectway.com/the-banking-regulators-viewpoint-keeping-an-eye-on-cloud-computing-within-the-german-market/) - Many providers in the German market have positioned themselves for the regulated market of banks and financial service providers - [Opportunities to leverage WealthTech solutions are growing and it’s time to catch them!](https://objectway.com/opportunities-to-leverage-wealthtech-solutions-are-growing-and-its-time-to-catch-them/) - Objectway was Platinum Sponsor of the Middle East Wealth Tech Forum in Dubai discussing what is currently affecting wealth management growth - [Money can’t buy happiness…but Cloud can](https://objectway.com/enable-business-change-with-cloud-computing/) - Cloud has transformed how IT services are delivered today but it will most likely transform how they will be delivered tomorrow - [Unlocking the future potential from WealthTech](https://objectway.com/unlocking-the-future-potential-from-wealthtech/) - The Middle East is an exciting market for with firms looking to undergo digital transformation in order to enable their business objectives of scalable growth - [Working our way back to the office: a hybrid model to reopen safely](https://objectway.com/working-our-way-back-to-the-office-a-hybrid-model-to-reopen-safely/) - Our hybrid work model allows flexible working, favours work-life balance and guarantees organised people turnover, it is safer and preserves socialisation. - [Using digital change to enable front office scalability](https://objectway.com/using-digital-change-to-enable-front-office-scalability/) - There’s a strong correlation between digital change and wealth firms’ front office productivity and scalability, but a significant cultural shift is required. - [Democratizing Wealth: there is a wind of change blowing in wealth management](https://objectway.com/democratizing-wealth-there-is-a-wind-of-change-blowing-in-wealth-management/) - Democratizing Wealth: there is a wind of change blowing in wealth management Karl im Brahm CEO DIE SOFTWARE Objectway Group OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalChange#DigitalCollaboration#ClientExperience#OpenFinance Audio Transcript In this and upcoming episodes, in collaboration with Eric, COO from Bethmann ABN Amro, and Kerstin, Head of Zeedin from Hauck Aufhäuser Lamp, we would deepen - [Digital quo vadis: disruption or evolution?](https://objectway.com/digital-quo-vadis-disruption-or-evolution/) - Adopting a digital strategy is crucial, as well as enhancing private client investment tools and introducing dynamic client reporting. - [Being Hyper Proactive in the era of Hyper Change](https://objectway.com/being-hyper-proactive-in-the-era-of-hyper-change/) - The capabilities that you need to be hyper reactive and hyper proactive in the era of the hyper change, in a scenario that is continuously reshaping - [Digital Disruption or Digital Evolution?](https://objectway.com/digital-disruption-or-digital-evolution/) - Adopting a digital strategy is crucial, as it could potentially originate disruption both in their processes and organization, and for their clientele. - [Delivering superior financial literacy to your clients: the limelight of contents](https://objectway.com/delivering-superior-financial-literacy-to-your-clients-the-limelight-of-contents/) - The rising of Generation Z has emphasised the incredible role the content mix is actually playing in the current scenario. - [Investigating Wealth Tech: trends that will be driving the next moves](https://objectway.com/investigating-wealth-tech-trends-that-will-be-driving-the-next-moves/) - Objectway looks at past and current trends, how they shaped the industry, how many of them still holds the line and will drive the next moves. - [The future digital agenda must enable differentiation and result in scalable growth](https://objectway.com/the-future-digital-agenda-must-enable-differentiation-and-result-in-scalable-growth/) - The key to face the challenges of a world that is exponentially changing is to start thinking in terms of a scenario that is continuously reshaping - [A spotlight on one of the most interesting banking markets](https://objectway.com/a-spotlight-on-one-of-the-most-interesting-banking-markets/) - Within the growing DACH markets, we are challenged to win new customers, retain existing ones, increase customer satisfaction and expand share of wallet - [You better have a digital DNA for 2022](https://objectway.com/you-better-have-a-digital-dna-for-2022/) - In 2022 we continue our relentless capability building with focus on our talent pool, innovation capacity, and strategic growth. - [Is Never Normal the New Normal?](https://objectway.com/is-never-normal-the-new-normal/) - The key to face the challenges of a world that is exponentially changing is to think in terms of a never normal scenario that is continuously reshaping. - [Ow Academy: il training diventa smart](https://objectway.com/ow-academy-il-training-diventa-smart/) - In Objectway crediamo nel valore delle persone e nel potenziamento delle competenze, leve per assicurare crescita, performance ed innovazione. - [Into 2022: tomorrow never comes, that’s why you should Perform Today](https://objectway.com/into-2022-tomorrow-never-comes-thats-why-you-should-perform-today/) - Demographics are changing in Wealth Management, and the investment community is becoming more diverse, with younger investors entering the market. - [Straightforward towards the digital transformation of Banking](https://objectway.com/straightforward-towards-the-digital-transformation-of-banking/) - To broaden the offering of Wealth solutions with a reliable and complete Core Banking platform and support the digital transformation of financial institutions - [Objectway to GROW: Goals, Reality and Opportunities that will chart the Way Forward](https://objectway.com/objectway-to-grow-goals-reality-and-opportunities-that-will-chart-the-way-forward/) - Objectway is committed to continue to GROW: to set new Goals, to consolidate our Reality and keep seizing the Opportunities ahead to chart the Way forward. - [Outperforming in 2022: Is the wind of change blowing in Wealth Management?](https://objectway.com/outperforming-in-2022-is-the-wind-of-change-blowing-in-wealth-management/) - Hybrid Model & Cyber Security are top 2022 matter of interest. The overall industry will need to be ready to catch these trends. - [A new Hope for Wealth & Investment Managers?](https://objectway.com/a-new-hope-for-wealth-investment-managers/) - Wealth managers firmly believe that digital transformation is critical in enabling them to achieve their high priority business objectives. - [Let’s Build the Opportunities of the Future in The Next Normal, Together](https://objectway.com/lets-build-the-opportunities-of-the-future-in-the-next-normal-together/) - The next normal offers an opportunity to ride the wave of change, to chase development and embrace new ways, of working, leading, engaging with clients - [Verso il 2022: Oltre la Resilienza, Una Promessa di Continua Innovazione](https://objectway.com/verso-il-2022-oltre-la-resilienza-una-promessa-di-continua-innovazione/) - Nella nuova normalità, il consulente finanziario dovrà integrare un insieme di competenze digitali per salvaguardare il rapporto di fiducia con i clienti - [Front Office Efficiency and Intergenerational Wealth Retention through Digital Change](https://objectway.com/front-office-efficiency-and-intergenerational-wealth-retention-through-digital-change/) - Objectway, featuring The Wealth Mosaic, investigates how to increase front office efficiency and intergenerational wealth retention through digital change. - [2021: A year of business reinvention and rebirth](https://objectway.com/2021-a-year-of-business-reinvention-and-rebirth/) - We have learnt how to live in this new normal, we have started to reinvent, redesign, modernise our businesses. We are on the verge of a new growth cycle - [Straight into the Next Normal: Emerging Stronger from the Coronavirus Pandemic](https://objectway.com/straight-into-the-next-normal-emerging-stronger-from-the-coronavirus-pandemic/) - Strengthening work; employing collaboration tools to create a hybrid workspace; guaranteeing people expertise and knowledge to face post-pandemic challenges - [Challenges our industry faced in 2021](https://objectway.com/challenges-our-industry-faced-in-2021/) - 2021 was about cyber security, talent war and customer expectations. We navigated these challenging waters and feel well positioned to meet new challenges - [Robo for Advisor: La sofisticazione resa semplice](https://objectway.com/robo-for-advisor-la-sofisticazione-resa-semplice-2/) - Gli strumenti Robo for Advisor rendono semplice la sofisticazione e garantiscono ai consulenti finanziari scenari di analisi personalizzati su tutti i clienti - [The path forward for Wealth Managers: explainable ESG and hyper-personalisation](https://objectway.com/the-path-forward-for-wealth-managers-explainable-esg-and-hyper-personalisation/) - Over the last few days, we decided to ask our readers what they thought was the key element enhancing client-advisor relationship. The most popular answer was holistic goal-based advice: an advisory approach that fully addresses current clients’ needs and expectations, knowing their individual circumstances and helping them achieve their personal and financial goals. - [Firms are focused on increasing flexibility and reducing costs to drive efficiency](https://objectway.com/firms-are-focused-on-increasing-flexibility-and-reducing-costs-to-drive-efficiency/) - NOV 23, 2021 Firms are focused on increasing flexibility and reducing costs to drive efficiency Tariq Khan Director Of Client Services at Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Digitalisation#DigitalChange#Automation These were some of the key themes discussed by Objectway with board members of over 40 Wealth Management and Private Banking - [Building a successful digital change project](https://objectway.com/building-a-successful-digital-change-project/) - Digital change has a critical role and many have planned or implemented it to differentiate their client experience and grow the business in a scalable fashion - [Portfolio management technology to drive competitive advantage](https://objectway.com/portfolio-management-technology-to-drive-competitive-advantage/) - Portfolio Management is currently holding a wide appeal among wealth management firms. More than half of them considers it to be a high value technology - [Gen z: How to win the next generation of wealth? Key opportunities revealed](https://objectway.com/gen-z-how-to-win-the-next-generation-of-wealth-key-opportunities-revealed/) - Digital-native and eco-conscious, Gen Z cannot be pictured as the distant future of wealth, but rather as the next future of wealth. - [A new digital paradigm for client onboarding](https://objectway.com/a-new-digital-paradigm-for-client-onboarding/) - Digital Onboarding is the new norm. It is crucial to remove friction across the customer journey, accelerate the process and build the relationship - [Digital change: the magic solution?](https://objectway.com/digital-change-the-magic-solution/) - Digital change is the most effective enabler of CEO's business objectives of achieving growth and scale in a tailored way - [Innovating together: what is happening in Wealth & Asset Management](https://objectway.com/innovating-together-what-is-happening-in-wealth-asset-management/) - Over the last few days, we decided to ask our readers what they thought was the key element enhancing client-advisor relationship. The most popular answer was holistic goal-based advice: an advisory approach that fully addresses current clients’ needs and expectations, knowing their individual circumstances and helping them achieve their personal and financial goals. - [The digital agenda outlook, for wealth managers](https://objectway.com/the-digital-agenda-outlook-for-wealth-managers/) - Digitising wealth management is top of mind. Firms must ensure their digital channels are fit for purpose when it comes to delivering a great client experience - [Leveraging a strong UXD process to gain your client’s trust](https://objectway.com/leveraging-a-strong-uxd-process-to-gain-your-clients-trust/) - UXD is the process used to create specific products considering the whole context: from the user’s most intimate thoughts to the whole context of use in the physical world. - [What will the future digital agenda look like for wealth managers?](https://objectway.com/what-will-the-future-digital-agenda-look-like-for-wealth-managers/) - Wealth managers firmly believe that digital transformation is critical in enabling them to achieve their high priority business objectives. - [L’innovazione dei Servizi Cross Border per il Private Banking](https://objectway.com/linnovazione-dei-servizi-cross-border-per-il-private-banking/) - SEP 23, 2021 L’innovazione dei Servizi Cross Border per il Private Banking Nicola Pepè Senior Business Development Manager Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Riskmanagement#Regtech#Backoffice#Digitaladvisory Al Salone del Risparmio 2021 abbiamo illustrato cosa significhi offrire un servizio cross border a supporto dei servizi finanziari di Wealth Management, dove il cliente si - [Costruire portafogli modello risk-based](https://objectway.com/costruire-portafogli-modello-risk-based/) - Investors will recognise ESG as a core part of how they invest and assess value and risk, as a meaningful business driver with potential to power performance. - [I servizi di investimento cross border: il sentiment del mercato italiano](https://objectway.com/i-servizi-di-investimento-cross-border-il-sentiment-del-mercato-italiano/) - SEP 14, 2021 I servizi di investimento cross border: il sentiment del mercato italiano Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Riskmanagement#Regtech#Backoffice#Digitaladvisory Nelle scorse settimane abbiamo lanciato un sondaggio e chiesto ai nostri lettori, tramite i nostri canali social, di esprimere il loro pensiero. Il quesito indagava la capacità delle società - [From My To Our: Building One Meaningful Community Together](https://objectway.com/from-my-to-our-building-one-meaningful-community-together/) - In July we have launched our renewed, faster, easier to navigate and more user-friendly corporate portal that goes under the name of One Objectway. - [Private Banking: diversificare il rischio paese “a kilometro zero”](https://objectway.com/private-banking-diversificare-il-rischio-paese-a-kilometro-zero/) - SEP 7, 2021 Private Banking: diversificare il rischio paese “a kilometro zero” Filippo Casolari Vice Direttore Generale di Cassa Lombarda Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Riskmanagement#Portfoliomanagement#Onboarding#Clientrelationship In un contesto caratterizzato da una progressiva e crescente virtualizzazione, dalla piena dematerializzazione della ricchezza finanziaria e dalle opportunità create dalla digitalizzazione dei servizi, - [Banking And Wealth Management: How To Win The Best Of Both Worlds](https://objectway.com/banking-and-wealth-management-how-to-win-the-best/) - Clients view banking and wealth management as constituent factors of the same financial ecosystem. They will expect to get their financial needs met in one place. - [LEVEL UP CLIENT COMMUNICATION IN 2021, AND BEYOND](https://objectway.com/level-up-client-communication-in-2021-and-beyond/) - Digital communication has moved up to the first place on the list of must-dos for 2021 and beyond. - [Objectway Commits For The Highest Good Of All: A Sustainability Statement](https://objectway.com/objectway-commits-for-the-highest-good-of-all-a-sustainability-statement/) - Objectway's commitment through our corporate series of initiatives going by the name of OWGREEN to integrate sustainability into our corporate culture. - [TOWARDS THE NEW NORMAL, CHAPTER THREE: RESTORE](https://objectway.com/towards-the-new-normal-chapter-three-restore/) - To continue to grow globally, adapting quickly to change and seeking each other's continued involvement in this exciting journey, beyond the new normal. - [Navigating The Post Pandemic World: Changes That Are Here To Stay](https://objectway.com/navigating-the-post-pandemic-world-changes-that-are-here-to-stay/) - Living in a world taken by the digital tools, ESG has gone well beyond the investment community and into the consciousness of the mainstream public. - [Navigating the Post Pandemic World, One Trend at a Time](https://objectway.com/navigating-the-post-pandemic-world-one-trend-at-a-time/) - The wealth industry is currently fast-tracking digital development to improve internal performance and maximise client experience. - [How Emotional Design fits inside a great CX](https://objectway.com/how-emotional-design-fits-inside-a-great-cx/) - JUL 29, 2021 How Emotional Design fits inside a great CX Simone Lelli Senior UX/UI Specialist Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Digitalengagement#Clientrelationship#Clientexperience#Onboarding#Customerjourney As we already seen on our previous articles, a great customer experience, showing a holistic view of the brand with great empathy towards clients, is a key driving - [Digital transformation - A critical enabler to achieve business objectives](https://objectway.com/digital-transformation-a-critical-enabler-to-achieve-business-objectives/) - Wealth managers firmly believe that digital transformation is critical in enabling them to achieve their high priority business objectives. - [Open Finance: A New Era of Collaboration is Coming](https://objectway.com/open-finance-a-new-era-of-collaboration-is-coming/) - JUL 27, 2021 Open Finance: A New Era of Collaboration is Coming Michele Tanzi Market Solution Director Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #OpenApi#OpenFinance When we talk about Open Finance, we are talking about something that is much bigger than just software implementation. An “Open” approach doesn’t just mean a different - [What does the digital agenda look like for the next normal?](https://objectway.com/what-does-the-digital-agenda-look-like-for-the-next-normal/) - JUL 12, 2021 What does the Digital Agenda look like for the Next Normal? Tariq Khan Client Development Director Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalChange#Digitalisation#DigitalEngagement#Onboarding There has been a 7 to 10 fold increase in digital engagement in wealth management business during the pandemic and this is set to continue - [What's Next for Esg?](https://objectway.com/whats-next-for-esg/) - Investors will recognise ESG as a core part of how they invest and assess value and risk, as a meaningful business driver with potential to power performance. - [Towards The New Normal, Chapter Two: Recover](https://objectway.com/towards-the-new-normal-chapter-two-recover/) - A recovery strategy of workplace and work-life management driven by greater adaptability, greater flexibility, greater collaboration and community. - [How has WealthTech Become Mainstream? A Chat with the Fintech Times](https://objectway.com/how-has-wealthtech-become-mainstream-a-chat-with-the-fintech-times/) - As part of the series “The Fintech Times presents”, Objectway was invited as industry expert to discuss the latest in AI, Smart Banking and Wealthtech. - [Digitising Wealth Management in the Post-Pandemic Future](https://objectway.com/digitising-wealth-management-in-the-post-pandemic-future/) - In Europe we are finally turning the page to a new post-pandemic chapter, the Wealth Management Industry has a reason for cautious optimism. - [ESG spotlight: what are the major challenges facing senior leaders?](https://objectway.com/esg-spotlight-what-are-the-major-challenges-facing-senior-leaders/) - The ESG forum highlighted that firms are at various stages of readiness ranging from beginning to form a strategy to implementing changes. - [BECOMING A LEADING DIGITALLY ENABLED WEALTH MANAGER](https://objectway.com/becoming-a-leading-digitally-enabled-wealth-manager/) - How to help prominent Wealth Managers engage with their clients, paying particular attention to hyper personalisation. - [BETTER INVESTOR RISK PROFILING GETS EVERYONE INVESTED, ALL THE TIME](https://objectway.com/better-investor-risk-profiling-gets-everyone-invested-all-the-time/) - An investor risk profiling procedure that improves onboarding both in a physical and digital context crucially builds on behavioural finance findings. - [Hyper-Personalisation: A Real Differentiator Between Firms](https://objectway.com/hyper-personalisation-a-real-differentiator-between-firms/) - Clients view hyper-personalisation as a real differentiator between firms. These personalised touchpoints will improve their overall perception of the firm. - [Leveraging Open APIs to build your digital ecosystem](https://objectway.com/leveraging-open-apis-to-build-your-digital-ecosystem/) - APIs help to create a seamless network that increases visibility and control over integrations with improved implementation time to build best-of-breed ecosystem along with a rapid integration of products delivered by different vendors into a single business system. - [The rise of Financial Coaching](https://objectway.com/the-rise-of-financial-coaching/) - The Financial Coach focuses on the relationship with the client supported by systems that streamline the advice process. - [Towards the New Normal, Chapter One: React](https://objectway.com/towards-the-new-normal-chapter-one-react/) - We wish to walk you through the three stages of our journey towards the new normal. Today, read how we react to the chaos. - [Turn the must-do into opportunity with Hyper-Personalisation](https://objectway.com/turn-the-must-do-into-opportunity-with-hyper-personalisation/) - JUNE 3, 2021 Turn the must-do into opportunity with Hyper-Personalisation Kurt Vanhee League Managing Director Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #HyperPersonalisation#CustomerExperience#RiskProfiling Acquiring new clients and retaining existing ones is what we all want. Today’s customers expect more than ever qualitative, instant and hyper-personalised service. Therefore, it is essential to collect - [ESG: A major differentiator of wealth management firms](https://objectway.com/esg-a-major-differentiator-of-wealth-management-firms/) - ESG is a major priority for the wealth management sector. Clients view it as ‘very important’ or a ‘top priority’ and see it as a major differentiator of firms. - [CHANGING MANAGEMENT OF WEALTH, KEEPING DIGITAL TO THE CORE](https://objectway.com/changing-management-of-wealth-keeping-digital-to-the-core/) - MAY 27, 2021 Changing Management of Wealth, Keeping Digital to The Core Chiara Giudici Senior Marketing & Communication Specialist Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalChange#ClientExperience#Digitalisation#SustainableInnovation#Sustainability The latest Wealth Management Report published on The Sunday Times gives plenty of food for thought around the changes happening in the management of wealth - [BRRD 2 - Adeguatezza delle passività sotto bail-in](https://objectway.com/brrd-2-adeguatezza-delle-passivita-sotto-bail-in/) - La BRRD2 modifica la precedente per quanto riguarda la capacità di assorbimento di perdite e di ricapitalizzazione degli enti creditizi e delle imprese di investimento. - [CLOUD MIGRATION IN THE BACKGROUND OF A DIGITAL TRANSFORMATION FRAMEWORK](https://objectway.com/cloud-migration-in-the-background-of-a-digital-transformation-framework/) - Majority of businesses are identifying Cloud as the main enabler to complete a smart digital transformation journey and the ultimate key to win uncertainty. - [OPEN FINANCE: THE EVOLUTION OF FINANCE INTO AN OPEN ECOSYSTEM](https://objectway.com/open-finance-the-evolution-of-finance-into-an-open-ecosystem/) - The development of open APIs led to a new trend: Open Finance, which is the implementation of an Open Innovation model to financial and insurance services. - [Robotising Your Business Process](https://objectway.com/robotising-your-business-process/) - In order to make potential repetitive activities more productive and qualitive, companies may consider to avail of Robotic Process Automation (RPA). - [L’applicazione dei MiFID Quick Fix nell'era COVID-19](https://objectway.com/lapplicazione-dei-mifid-quick-fix-nellera-covid-19/) - Le azioni necessarie al fine di assicurare la piena gestione dei requisiti definiti dalla normativa Quick Fix con un anno di anticipo rispetto all’effettiva entrata in vigore. - [Digital improvement, a vital component for survival](https://objectway.com/digital-improvement-a-vital-component-for-survival/) - The pandemic has witnessed an increase in client engagement across all digital channels and this is set to remain as part and parcel of the new normal. - [The Future is Hyper-Personalised](https://objectway.com/the-future-is-hyper-personalised/) - Over the last few days, we decided to ask our readers what they thought was the key element enhancing client-advisor relationship. The most popular answer was holistic goal-based advice: an advisory approach that fully addresses current clients’ needs and expectations, knowing their individual circumstances and helping them achieve their personal and financial goals. - [L’evoluzione MiFID alla luce delle modifiche Quick Fix](https://objectway.com/levoluzione-mifid-alla-luce-delle-modifiche-quick-fix/) - E' stata approvata la direttiva nota come Quick Fix, per superare lo shock economico, rimuovere oneri burocratici non necessari e introdurre misure efficaci. - [OWIN TALK: UNCOVER WHAT’S BEHIND, DISCOVER WHAT’S BEYOND](https://objectway.com/owin-talk-uncover-whats-behind-discover-whats-beyond/) - Throughout the first months of 2021, we embarked on an integral restyle of our blog. We seized an opportunity to give our blog a fresh, distinctive new look. - [Why Wealth Management Firms Must Improve Digitally in the Next Normal](https://objectway.com/why-wealth-management-firms-must-improve-digitally-in-the-next-normal/) - Covid and the new/next normal is a main driver to improve the investor experience. According to Oliver-Wyman’s, there has been a 7-10 fold increase in client engagement across all digital channels during the pandemic. - [Hyper-Personalisation: A Journey Deep into Customers’ Mind](https://objectway.com/hyper-personalisation-a-journey-deep-into-customers-mind/) - Hyper-personalisation rests upon the collection of real-time customers’ behavioural data, analytics, AI, and automation. - [OWIN: Your Gateway to our Brand](https://objectway.com/owin-your-gateway-to-our-brand/) - OWIN: our very own and authentic trademark, one so loud that if you ever jump into it, you’ll know it’s us. You’ll know it’s Objectway! - [Objectway as You’ve Never Seen It: A Tale of a Rebranding](https://objectway.com/objectway-as-youve-never-seen-it-a-tale-of-a-rebranding/) - The whole Objectway’s image experiences a radical metamorphosis. Everything is remodelled to introduce a new consciousness pictured inside of our brand. - [Challenges and Chances for Wealth Managers to Thrive in 2021](https://objectway.com/challenges-and-chances-for-wealth-managers-to-thrive-in-2021/) - 2021 promises to be as challenging as the year before. The pandemic will continue to play a critical role in shaping traditional advisory and operational models - [UK Wealth Management Under the Lens: Competitive Dynamics and Trends](https://objectway.com/uk-wealth-management-under-the-lens-competitive-dynamics-and-trends/) - At the City of London Wealth Management Awards Keith Mc Donald, EY Partner, provided a very interesting view of the UK Wealth Management market. - [Digitising Wealth Management for Tangible Customer and Shareholder Value](https://objectway.com/digitising-wealth-management-for-tangible-customer-and-shareholder-value/) - This term digital integration changed most businesses dramatically in the last years. Discover the 3 steps to digital transformation. - [Reimagining CX in the Post Covid Era to Build a New Tomorrow](https://objectway.com/reimagining-cx-in-the-post-covid-era-to-build-a-new-tomorrow/) - The happenings of the past year inevitably led to rethink the meaning of customer experience and its relevance as to remain competitive in clients’ mind. - [The Rise and Rise of Regtech](https://objectway.com/the-rise-and-rise-of-regtech/) - The advancement of technology, the growing compliance workloads of financial institutions and finally the adoption of cost; all this drives to Regtech. - [ESG: A golden opportunity to engage with clients](https://objectway.com/esg-a-golden-opportunity-to-engage-with-clients/) - Client demand is the main driver of ESG integration at firms. The majority of clients see ESG as a real differentiator between firms. - [Digital areas needing the greatest change](https://objectway.com/digital-areas-needing-the-greatest-change/) - Digital Integration in Wealth Management is a journey that most firms will need to undergo, but it does not need to be scary. - [ESG: Gaining an edge through digital change](https://objectway.com/esg-gaining-an-edge-through-digital-change/) - ESG is currently a hot topic in wealth management with client demand and mitigating risk as the main drivers for firms. - [Covid-19 one year on: exposing inefficiencies towards a new paradigm in wealth management](https://objectway.com/covid-19-one-year-on-exposing-inefficiencies-towards-a-new-paradigm-in-wealth-management/) - Smart technology accelerated the digital transformation of the Wealth Management sector during the 2020 pandemic. - [Top 2021 Wealth Management Trends. What’s actually changing?](https://objectway.com/top-2021-wealth-management-trends-whats-actually-changing/) - While hoping that 2021 will bring us back to normal, it is time to re-examine the trends that are inexorably affecting the core of the industry. - [DOUBLE WIN FOR OW WEALTHTECH SUITE AT XCELENT 2020 AWARDS](https://objectway.com/double-win-for-objectway-wealthtech-suite-at-xcelent-2020-awards-2/) - We are particularly proud when recognition from market analysts and clients coincides, and this is what happened in Celent’s October 2020 report. - [Dear Objectway Customer thanks for trusting us. Towards 2021](https://objectway.com/towards-2021-thanks-for-trusting-us/) - As we enter the holiday season and begin to look ahead to the New Year, I want to extend my personal thanks for trusting Objectway as your digital partner. - [Risk and ESG-aligned portfolios](https://objectway.com/risk-and-esg-aligned-portfolios/) - How asset and wealth managers can deliver risk and ESG-aligned portfolios to their clients. - [SM&CR: Have you kept your Statement of Responsibilities (SoR) up to date?](https://objectway.com/smcr-have-you-kept-your-statement-of-responsibilities-sor-up-to-date/) - Defined by the FCA as “a catalyst for change”, the SM&CR represents an opportunity to enhance healthy cultures and effective governance in financial institutions - [Everything you always wanted to know about risk (But were afraid to ask)](https://objectway.com/everything-you-always-wanted-to-know-about-risk-but-were-afraid-to-ask/) - A risk aware investment process needs to be supported by a solid approach and integrated with risk data feed that are correctly imported, validated and armonised to support the entire investment process. But what does it really mean? - [How smart technology turned the Covid-19 crisis into a means for digital transformation](https://objectway.com/how-smart-technology-turned-the-covid-19-crisis-into-a-means-for-digital-transformation/) - Paperless Client reporting, Digital Assistants , Intelligent algorithms, Recommendation Engines, high touch Tools for Customisation: results confirmed by studies - [Utilising ESG within sustainable investment process](https://objectway.com/utilising-esg-within-sustainable-investment-process/) - ESG investing has accelerated in the current COVID-19 Pandemic period. The European Green Deal and Climate change awareness are both factors that created a new perspective on investing, where ESG is either added as an additional risk metric or is used to be compliant with the client’s sustainability preferences. - [ESG: alla Ricerca della Sostenibilità](https://objectway.com/esg-alla-ricerca-della-sostenibilita/) - La crisi scatenata dalla pandemia COVID-19 ha evidenziato come gli investimenti ESG possano rivestire un ruolo cruciale nell’ambito della ripresa economica, oltre all’importanza di stabilire efficienti processi di gestione del rischio al fine di salvaguardare il portafoglio ed il suo valore. - [Smart Technology Drives Smart Transformation](https://objectway.com/smart-technology-drives-smart-transformation-2/) - We listened to David Wilson, Senior Business Development Manager at Objectway, talking at the System in the City Financial Technology Conference about how Smart Technology can drive a smart transformation in the business to become more profitable and effective in serving clients. - [Financial Advisory:
The Present Is Holistic](https://objectway.com/financial-advisory-the-present-is-holistic/) - SEPTEMBER 17, 2020 Financial Advisory: The Present is Holistic Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #ClientRelationship Strict regulations, contracted margins and digitalisation lead to a considerable shift in the world of investment advisory. Customer preferences are increasingly expanding, and the current evolution of advice must take it into deep consideration, - [CREATING AUTHENTIC VALUE WITH HUMAN DIGITAL WEALTH MANAGEMENT](https://objectway.com/creating-authentic-value-with-human-digital-wealth-management/) - The digitisation and automation of Wealth Management services allow you to reduce costs and increase efficiency. However, to create authentic value in Digital Wealth Management, the difference must be made through the human factor. - [DIGITAL WEALTH MANAGEMENT: ARTIFICIAL INTELLIGENCE TO ACCELERATE VALUE CREATION](https://objectway.com/digital-wealth-management-artificial-intelligence-to-accelerate-value-creation/) - Digitalisation can bring a first level of benefits in Wealth & Investment Management. The second level of advantages is connected to the introduction of artificial intelligence according to the contribution of the human element. - [DIGITAL WEALTH MANAGEMENT: AUTOMATION AND COST REDUCTION TO CREATE VALUE](https://objectway.com/digital-wealth-management-automation-and-cost-reduction-to-create-value/) - In a world where the speed of change is dizzying, operating as usual is no longer enough. Therefore it is necessary to continuously monitor and develop our strategic approach taking into account technological developments and market changes. - [Pronti al webinar Previdenza, Protezione, IDD: intervista a Alberto Cauzzi](https://objectway.com/pronti-al-webinar-previdenza-protezione-idd-intervista-a-alberto-cauzzi/) - Previdenza, Protezione, IDD, organizzato in collaborazione con Epheso, abbiamo intervistato il fondatore Alberto Cauzzi, sugli argomenti che verranno alla luce durante la sessione. Di seguono le sue risposte e il nostro arrivederci è per giovedì 28 Maggio, alle 15. - [IDD (Insurance Distribution Directive)](https://objectway.com/idd-insurance-distribution-directive/) - Con questo articolo vogliamo fare brevemente il punto sulla IDD, un argomento che è ormai entrato stabilmente nella discussione con i nostri clienti. A tal proposito, insieme al nostro partner Epheso, stiamo organizzando un webinar durante il quale mostreremo la nostra soluzione IDD compliant. - [What technology is required to support the firm of 2025?](https://objectway.com/what-technology-is-required-to-support-the-firm-of-2025/) - The subject of the fifth workshop held by Objectway and Compeer regarding the report “Wealth Management Firm of 2025”. As we move into a digital era it is expected by most that we shall see a continued rise in the expenditure on technology in wealth management. - [Objectway dealing with the Covid-19 Crisis](https://objectway.com/objectway-offers-licence-free-period-for-wealthtech-suite-in-covid-19-crisis/) - We understand it’s time for us to help our customers to start or complete their digital transformation now! We are now offering that any new subscription to our digital offering committed to in 2020, will attract a licence-free period to help our customers mobilise their investment, address the digital gap and deliver best service to their own customers during this challenging period. - [Maximising the cost effectiveness of the Back-Office](https://objectway.com/maximising-the-cost-effectiveness-of-the-back-office/) - The fourth workshop run by Objectway and Compeer about the “Wealth Management Firm of 2025” tells us that back office costs are increasing as the business grows and this is the reason why firms are struggling to achieve scalability. The demand is to have a single system than can meet all of the back office requirements. - [Reducing Non-Value Added Interaction with Clients](https://objectway.com/reducing-non-value-added-interaction-with-clients/) - The third workshop run by Objectway and Compeer, regarding the report “Wealth Management Firm of 2025”, took a deeper dive into the current use of portals and mobile apps, client reporting and where improvements could be made. - [The Wealth Management Firm of 2025](https://objectway.com/the-wealth-management-firm-of-2025/) - Last thursday a networking event hosted by Objectway took place in London. The theme was to help define “The Wealth Management Firm of 2025”. - [Maximising Brand Awarness and Prospect Acquisition](https://objectway.com/maximising-brand-awareness-and-prospect-acquisition/) - The firms interviewed by Objectway and Compeer in the report “Wealth Management Firm of 2025”, are expecting significant changes in terms of Sales and Marketing by 2025. A focal point of a wealth management firm’s brand should be their website and other web presence. That means they should commit a large amount of resources to ensure high-quality content and videos. - [The Wealth Management Firm of 2025 will boost front office productivity](https://objectway.com/the-wealth-management-firm-of-2025-will-boost-front-office-productivity/) - The first of six workshops hosted by Compeer and Objectway on the key issues wealth management firms are currently facing, focused on boosting front office productivity and brought out that in the next 5 years some changes to the typical day for a Front Office Professional (FOP) are expected. - [Celent Mentions Us for the Virtues of Objectway WealthTech Suite](https://objectway.com/celent-mentions-us-for-the-virtues-of-objectway-wealthtech-suite/) - We have been mentioned in the last August report from Celent, European Wealth Management Technology Vendors – Evaluating Front-To-Back Office Platform Vendors. According to the report, with our Objectway WealthTech Suite, we know how to stay on the bleeding edge of software technology and, at the same time, deploy a wide range of functionality in a product. - [Mass Customisation:
A Tale of Technology Serving the Advisor](https://objectway.com/mass-customisation-a-tale-of-technology-serving-the-advisor/) - There are many keywords to define Mass Customisation with in technology terms, but – in summary – we shall talk about containers, microservices, machine learning and, above all, absence of lock-in. - [Mass Customisation: a tale of saving work](https://objectway.com/mass-customisation-a-tale-of-saving-work/) - We have dedicated many people and lines of code to saving work (without sacrificing optimisation and customisation), in our new Mass Customisation. - [Objectway su Advisor e Aziendabanca](https://objectway.com/letture-di-agosto-objectway-su-advisor-e-aziendabanca/) - Tra le soddisfazioni che abbiamo raccolto durante questa annata figura anche l’essere riusciti a trasmettere la nostra voce tramite media autorevoli, con contenuti interessanti. - [Twelve Months of recognition by Gartner](https://objectway.com/twelve-months-of-recognition-by-gartner/) - This year is bringing us satisfaction in many areas. One of which is that Objectway was recognized in more than one Gartner report during last twelve months and, to us, that’s a good reason to be happy. - [MASS CUSTOMISATION: A history of time savings](https://objectway.com/mass-customisation-a-history-of-time-savings/) - A few weeks ago we released the latest version of our Mass Customisation solution. We designed it with many goals in mind; one of them being to free up time for the advisor. - [Objectway on Fintech Times and Milano Finanza, About AI, Chatbots, and Big Data](https://objectway.com/august-readings-objectway-on-fintech-times-and-milano-finanza-about-ai-chatbots-and-big-data/) - This business season proved really satisfying for us and one of our reasons for happiness is having been able to make ourselves heard on authoritative media in the right way. - [Our Work on Client Reporting Recognised by Celent](https://objectway.com/our-work-on-client-reporting-recognised-by-celent/) - We are pleased to see Objectway repeatedly and significantly cited in the report Client Reporting: the shift in delivery from low-value data to high-value information from Celent. - [Don’t Be Scared of Artificial Intelligence, but of Bad Implementations of It](https://objectway.com/dont-be-scared-of-artificial-intelligence-but-of-bad-implementations-of-it/) - Our Chief Product Officer, Georgios Lekkas, had a clear and concise interview with The Fintech Times. Georgios showed how Artificial Intelligence is going to have a major impact in Fintech, where it’s coming from, what are the hurdles to overcome, how to have your workforce ready for AI coming and, if we have to fear its advent or not. - [Millennial, startup, intelligenza artificiale: il CEO risponde](https://objectway.com/millennial-startup-intelligenza-artificiale-il-ceo-risponde/) - Il nostro CEO, Luigi Marciano, è stato protagonista di una delle tavole rotonde durante Digital Investment Management, il convegno di The Innovation Group, nello spiegare come evolve il Wealth Management sotto la spinta del digitale e a che punto sia l’Italia nella digitalizzazione del Wealth Management. - [A che punto è l’Italia della digitalizzazione nel Wealth Management](https://objectway.com/a-che-punto-e-litalia-della-digitalizzazione-nel-wealth-management/) - Il nostro CEO e fondatore ha preso a parte una delle tavole rotonde di Digital Investment Management, convegno organizzato al Chateau Monfort di Milano da The Innovation Group per parlare dei cambiamenti portati dalla digitalizzazione nel Wealth Management. - [Luigi Marciano: come evolve il Wealth Management spinto dal digitale](https://objectway.com/luigi-marciano-come-evolve-il-wealth-management-spinto-dal-digitale/) - Abbiamo avuto l’opportunità di sentire il nostro CEO Luigi Marciano parlare a ruota libera durante una delle tavole rotonde di Digital Investment Management, l’evento indetto da The Innovation Group presso il Chateau Monfort di Milano per fare il punto sui cambiamenti che il digitale induce nel Wealth Management inteso come leva di crescita per le banche. - [La digitalizzazione è un percorso meditato e graduale](https://objectway.com/la-digitalizzazione-e-un-percorso-meditato-e-graduale/) - La digitalizzazione non è premere un pulsante, bensì un cammino lungo il quale una buona piattaforma deve sapere accompagnare il cliente. Ecco come Georgios ha riassunto il nostro modo di lavorare e di ottenere la soddisfazione del cliente. - [Figure e risorse che servono per l’intelligenza artificiale nel Wealth Management](https://objectway.com/figure-e-risorse-che-servono-per-lintelligenza-artificiale-nel-wealth-management/) - Abbiamo incontrato Nicola durante Ital-IA, il primo Convegno Nazionale del Laboratorio Artificial Intelligence and Intelligent Systems del Consorzio Interuniversitario Nazionale per l’Informatica e gli abbiamo già chiesto di contestualizzare l’intelligenza artificiale nell’ambito del Wealth Management nonché di togliere ogni dubbio sulla natura del machine learning. - [Machine learning: imparando si impara](https://objectway.com/machine-learning-imparando-si-impara/) - Prima l'imperativo era big data, ora sembra essere machine learning. Quali sono le cose più semplici che dobbiamo sapere a questo riguardo? - [Per l’azienda è sempre intelligenza, sia trasformativa o strumentale](https://objectway.com/per-lazienda-e-sempre-intelligenza-sia-trasformativa-o-strumentale/) - Una riflessione dopo aver partecipato al primo convegno nazionale Ital-IA organizzato a Roma del Laboratorio Artificial Intelligence and Intelligent Systems del Consorzio Interuniversitario Nazionale per l’Informatica. Serve una trasformazione aziendale per avere benefici reali dall’intelligenza artificiale (IA) o è solo uno strumento in più da mettere a disposizione dell’IT? - [Stay Ahead of the Game when Doing Digital in Wealth Management](https://objectway.com/stay-ahead-of-the-game-when-doing-digital-in-wealth-management/) - We had a great time at WealthTech 2019, thanks also to Alberto Cuccu, CEO of Objectway Limited who considered the dilemmas that most firms face today when confronted with the digital challenge: a good way to start the conference on The Truth About Digital. - [Brace for Holistic Advice (and Please, Trash That Outdated Technology)](https://objectway.com/brace-for-holistic-advice-and-please-trash-that-outdated-technology/) - Good news and several opportunities to discover in the recent report Integrate Advisor Supporting Technologies Into Digital Platforms to Accelerate Advisor Adoption (December 2018) by Gartner, two mentions for Objectway included. - [Gartner, Digital Empathy and Client-Facing Technology](https://objectway.com/gartner-digital-empathy-and-client-facing-technology/) - We’re quite glad to be mentioned by Gartner in their recent report Enhance the Collaboration Experience in Client-Facing Technology to Improve Digital Empathy (December 2018). - [Stairway to Digital Heaven: When Transformation Crosses Platform](https://objectway.com/stairway-to-digital-heaven-when-transformation-crosses-platform/) - We want to explain the different attitudes a company may have versus digital transformation, especially a bank. And why a digital banking platform may become a critical factor in this process. - [Conversational User Interfaces: A Brief History of UIs](https://objectway.com/conversational-user-interfaces-a-brief-history-of-uis/) - Three generations of user interfaces. In the beginning of UI technology, humans had to adapt to computers, while now we try to make computers adapt more and more to humans. - [Pillar After Pillar for a Pan-European Wealth Management](https://objectway.com/pillar-after-pillar-for-a-pan-european-wealth-management/) - In the quest to rapidly generate revenue Wealth Management firms require three “magical” pillars: Digital Contract Management (DCM), electronic IDentification Authentication and Signature (eIDAS) with qualified eSignature, and eIDAS with Public Digital Identity System (SPID). - [IDD Compliant: To Protect and Serve](https://objectway.com/idd-compliant-to-protect-and-serve/) - The IDD directive regulates the distribution of both life and damage insurance products. We are glad to say that we made an effort to get our relevant products, for instance Sure and Advice, to be fully IDD compliant. - [Let’s Have a Look at Your Portfolio Costs and Benefits](https://objectway.com/lets-have-a-look-at-your-portfolio-costs-and-benefits/) - We are always at work to implement new features in our solutions. One of the latest is the assessment of the costs and benefits of a portfolio, an activity made urgent by the need to point out in a timely manner that the benefits of an investment change are greater than the related costs. - [Automation for the Bank. And for the Advisor](https://objectway.com/automation-for-the-bank-and-for-the-advisor/) - Automation is what we do bring to Wealth Management; mass automation, to be picky. We are happy to think that it can help lots of organizations to make personalized investment proposals, giving more opportunities to the advisors instead of disintermediating them. - [Software at Objectway: Thinking 2020, Now](https://objectway.com/software-at-objectway-thinking-2020-now/) - At OWIN 2018 in Rome, our CTO Lorenzo Pagnin talked about the direction of software development at Objectway, where work goes on today like it is 2020! Lorenzo spoke of the three factors moving technology ahead: new business, time-to-market delivery, and operational readiness. - [Human Governance e Robo Planning: il futuro che ci attende](https://objectway.com/human-governance-e-robo-planning-il-futuro-che-ci-attende/) - Il modello ibrido è il più efficace per il supporto alle attività di advisory e per rispondere alle esigenze sia degli advisor che dei clienti. - [The Quest for Frictionless Onboarding: How](https://objectway.com/the-quest-for-frictionless-onboarding-how/) - It's time to show how to get to pursue the goal of a frictionless onboarding analysing three main ideas. - [Il roboadvisory ha un futuro ibrido](https://objectway.com/il-roboadvisory-ha-un-futuro-ibrido/) - Anche quest’anno il Salone del Risparmio si è confermato una scena eccellente per parlare con equilibrio e competenza di wealth management. A farlo sono stati Massimo Arrighi, partner di A.T. Kearney e Michele Tanzi, Client Solution Director Objectway, coordinati e sollecitati con sapienza e tranquillità dal direttore diAdvisor Online, Francesco D’Arco, nella sessione The future of Digital Advisory: Human Governance and Robo-Planning?. - [The Quest for Frictionless Onboarding: Why](https://objectway.com/the-quest-for-frictionless-onboarding-why/) - Client onboarding is the most delicate and critical process in financial services. In the new digital era, onboarding needs to cut waiting times, decrease manual processing and satisfy the new expectations set by clients. - [OWIN18: Taking Digital Humanism To The Core](https://objectway.com/owin18-taking-digital-humanism-to-the-core/) - Our third Customer Conference showed that Objectway is aware of its potential and of the challenges along the path to success. The company bet on itself and a new strategy, whilst dedicating OWIN18 to digital transformation and disruption. - [Focusing On The Onboarding Process When Going Digital](https://objectway.com/focusing-on-the-onboarding-process-when-going-digital/) - There’s a process in wealth management that strongly depends on appealing user experience and solid legal basis: the onboarding process. A process also exists that is an ideal candidate for rationalization and digitalization, in order to get streamlined, gain effectiveness and retain the client. - [A CIO’s Hunt for the Perfect Fintech Company](https://objectway.com/a-cios-hunt-for-the-perfect-fintech-company/) - DECEMBER 19, 2017 A CIO’s Hunt for the Perfect Fintech Company By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #ClientCommunication #Digitalisation #Portfoliomanagement Fintech still resonates with disruption in the Wealth Management sector today. One of the most troubling tasks for the CIO of a traditional company is to find the right Fintech company (or - [Società FinTech: quando si può davvero parlare di disruption?](https://objectway.com/societa-fintech-quando-si-puo-davvero-parlare-di-disruption/) - DECEMBER 1, 2017 Società FinTech: Quando Si Può Davvero Parlare Di Disruption? Euclidea Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalChange#Digitalisation#ArtificialIntelligence Inflazionato. Il termine disruption, che in italiano potremmo tradurre con disintermediazione o rottura, come accade ad ogni vocabolo quando viene utilizzato troppo ed impropriamente, sta cominciando a perdere significato. Disruption digitale, disruption finanziaria e, soprattutto, disruption del FinTech. - [Let’s Make Business with a Chatbot](https://objectway.com/lets-make-business-with-a-chatbot/) - NOVEMBER 29, 2017 Let’s Make Business with a Chatbot By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Artificalintelligence#RoboAdvisory#Automation#Clientexperience After having introduced chatbots in a former post, we keep our promise to tell you more about their role in the wealth management industry. The primary reason of using chatbots in wealth management - [Let's Talk About Chatbots](https://objectway.com/lets-talk-about-chatbots/) - NOVEMBER 20, 2017 Let’s Talk About Chatbots By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #ArtificialIntelligence#Digitalisation#DigitalChange#Automation#RoboAdvisory A chatbot (also known as a talkbot, chatterbot, Bot, IM bot, interactive agent, or Artificial Conversational Entity) is a computer program which conducts a conversation via auditory or textual methods. Such programs are often designed - [From Z to Millennials](https://objectway.com/pimfa-wealth-summit-2017-david-wilson-from-z-to-millennials/) - NOVEMBER 17, 2017 From Z to Millennials By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalChange#Digitalisation#ClientExperience#DigitalEngagement Millennials commonly appear to be less wealthy and less loyal to brands but still willing to favourably value face-to-face contact and technological capability. But you have the opportunity to forge long-term relationships with future inheritors, - [Le prospettive dell'intelligenza artificiale](https://objectway.com/le-prospettive-dellintelligenza-artificiale/) - OCTOBER 23, 2017 Le prospettive dell’intelligenza artificiale By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #ArtificialIntelligence#Digitalisation#DigitalChange#Automation#HyperPersonalisation L’intelligenza artificiale (Artificial Intelligence o AI) è una tendenza tecnologica che sta facendo molto parlare di sé negli ultimi mesi, soprattutto perché apre interessanti prospettive e nuove opportunità per moltissime aziende. Gli analisti americani stimano - [How Digital Experience Can Fit Your Brand](https://objectway.com/how-digital-experience-can-fit-your-brand/) - SEPTEMBER 11, 2017 How Digital Experience Can Fit Your Brand Simone Lelli Senior UX/UI Specialist Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #CustomerExperience IDENTITY IN AN OVERCROWDED DIGITAL WORLD Objectway develops software platforms and solutions for a large financial service companies. Each company own its own needs and brand identity, and aims - [MiFID II Is Closing and Many Firms Are Ready. Many Others, Well, Aren’t](https://objectway.com/mifid-ii-is-closing-and-many-firms-are-ready-many-others-well-arent/) - SEPTEMBER 6, 2017 MiFID II Is Closing and Many Firms Are Ready. Many Others, Well, Aren’t Edward Oleary Senior Product Manager Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Mifid#Regtech With less than 130 days to the MiFID II implementation deadline there are still industry concerns about the ability of many investment firms - [Bitcoin: Not Your Father’s Currency](https://objectway.com/bitcoin-not-fathers-currency/) - Welcome to the fast and furious world of Bitcoin. Bitcoin is a cryptocurrency: it depends on cryptography for security of transactions and its very existence. - [Goal-Based Investments In The Digital Era](https://objectway.com/goal-based-investments-in-the-digital-era/) - MAY 18, 2017 Goal-Based Investments In The Digital Era Michele Tanzi Market Solution Director Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #ClientRelationship#DigitalChange#DigitalAdvisory#HyperPersonalisation The goal-based investment process delivers a coherent transparent, goal-driven and client centric advisory process that enables to digitally define goals, simulate investment scenarios, invest and periodically review investment strategy aligning - [Albertini: il digitale è un aiuto per la banca](https://objectway.com/albertini-il-digitale-e-un-aiuto-per-la-banca/) - APRIL 20, 2017 Albertini: Il Digitale è un Aiuto per la Banca By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Hyperpersonalisation #RoboAdvisory #DigitalEngagement #Customerjourney Al termine della tavola rotonda Digital Engagement: the Hype, the Reality, the Future che ha contribuito al successo dell’edizione 2017 del Salone del Risparmio, abbiamo posto alcune - [Discover our Symbol](https://objectway.com/this-is-our-symbol/) - MARCH 31, 2017 Discover Our Symbol Kalesh Stancampiano Art Director Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Owin#OneObjectway#ClientCommunication Let’s start from the very beginning: Crafting the Original Message When Objectway was founded in 1990 we do know for a fact that B2B market trends didn’t really demand an extremely distinctive logo to - [Digital Engagement, una tavola rotonda: intervistiamo Renzo Vanetti](https://objectway.com/digital-engagement-una-tavola-rotonda-intervistiamo-renzo-vanetti/) - MARCH 29, 2017 Digital Engagement, Una Tavola Rotonda: Intervistiamo Renzo Vanetti By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Hyperpersonalisation #RoboAdvisory #DigitalEngagement #Customerjourney Tra i momenti dove Objectway sarà protagonista durante il Salone del Risparmio 2017 dobbiamo assolutamente ricordare la tavola rotonda Digital Engagement and Collaboration: the hype, the reality and - [The Race to Roboadvisory 2.0 Will Be Won by Means of Hybrid Advisory](https://objectway.com/the-race-to-roboadvisory-2-0-will-be-won-by-means-of-hybrid-advisory/) - MARCH 21, 2017 The Race to Roboadvisory 2.0 Will Be Won by Means of Hybrid Advisory Alberto Cuccu CEO International Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #HybridAdvisory #RoboAdvisory #Digitalisation #Hyperpersonalisation Just a year ago, our Alberto Cuccu wrote a post here, Robo-advisors Are Disruptive, but Hybrid Is Much More: It’s Transformational, citing - [La verità sul Business Process Outsourcing](https://objectway.com/la-verita-sul-business-process-outsourcing/) - MARCH 10, 2017 La verità sul Business Process Outsourcing Omar Silvano Gallina Market Solution Director Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #HybridAdvisory #Portfoliomanagement #Offeringevolution Nel mercato finanziario il Business Process Outsourcing (BPO) è oggetto di dibattito e ancora oggi incontra resistenze a tutti i livelli aziendali; infatti, nel comun pensare, nel - [THE FACTORS TRANSFORMING CLIENT ONBOARDING IN WEALTH MANAGEMENT – II PART](https://objectway.com/the-factors-transforming-client-onboarding-in-wealth-management-ii-part/) - FEBRUARY 17, 2017 The Factors Transforming Client Onboarding In Wealth Management – II Part By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalChange #Digitalisation #DigitalEngagement #Onboarding As promised in our previous post on client onboarding, this second one will enlighten how the onboarding process can turn into a revenue function. Today’s - [BUILDING A DISRUPTIVE HYBRID ADVISORY MODEL](https://objectway.com/building-a-disruptive-hybrid-advisory-model/) - FEBRUARY 8, 2017 Building A Disruptive Hybrid Advisory Model By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #ClientRelationship#DigitalChange#HybridAdvisory#HyperPersonalisation The established Milan-based investment bank, CheBanca!, is offering customers a new concept in banking by making wealth management much more accessible and more client-oriented for the mass affluent segment. ATTRACTING NEXT-GENERATION AND MASS - [THE FACTORS TRANSFORMING CLIENT ONBOARDING IN WEALTH MANAGEMENT](https://objectway.com/the-factors-transforming-client-onboarding-in-wealth-management/) - FEBRUARY 1, 2017 The Factors Transforming Client Onboarding In Wealth Management By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Onboarding #RiskManagement #Customerjourney #Regtech Client onboarding is a critical initial step for a financial institution to establish a new relationship or expand its offerings to clients. While it may seem a fairly - [Digital engagement and collaboration in wealth management – III part](https://objectway.com/digital-engagement-and-collaboration-in-wealth-management-iii-part/) - JANUARY 23, 2017 Digital Engagement and Collaboration in Wealth Management – III part Barbara Gentile Product Marketing Leader Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalCollaboration#DigitalEngagement#HybridAdvisory I’m satisfied of letting you know the last results of our survey. Here’s the third and last part; the first and second installments are available. The - [Digital engagement and collaboration in wealth management - II part](https://objectway.com/digital-engagement-and-collaboration-in-wealth-management-ii-part/) - JANUARY 18, 2017 Digital Engagement and Collaboration in Wealth Management – II part Barbara Gentile Product Marketing Leader Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalCollaboration#DigitalEngagement#Onboarding As I said one week ago, we conducted the new edition of the Objectway-Efma survey “Digital engagement and collaboration in wealth management: the hype, the reality - [Digital engagement and collaboration in wealth management](https://objectway.com/digital-engagement-and-collaboration-in-wealth-management/) - JANUARY 11, 2017 Digital Engagement and Collaboration in Wealth Management Barbara Gentile Product Marketing Leader Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalCollaboration#DigitalEngagement#DigitalTransformation Two years ago, Objectway and Efma conducted the joint survey “Digitisation in practice: transforming investment services for affluent clients” interviewing leading banks and wealth managers and discovering how firms - [Portfolio Optimization, With Quality](https://objectway.com/portfolio-optimization-with-quality/) - DECEMBER 22, 2016 Portfolio Optimization, With Quality Michele Tanzi Market Solution Director Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Mifid#PortfolioManagement#PortfolioOptimisation Clients typically ask for simpler analysis process, proven strategic choices, less manual processes and the minimum operational risks, an unified platform, certified algorithms and MiFID compliance. According to Morningstar and its famous - [The Digital Disruption of the Advisors based Model](https://objectway.com/the-digital-disruption-of-the-advisors-based-model/) - DECEMBER 11, 2016 The Digital Disruption of the Advisors based Model By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #HybridAdvisory#RoboAdvisory#Digitalisation#Hyperpersonalisation Everyone knows that the digital revolution is bringing a great deal of disruption to nearly every market. Both hardware and software have been extremely commoditized. So now we carry in our - [Our Journey, Our Business](https://objectway.com/our-journey-our-business/) - NOVEMBER 30, 2016 Our Journey, Our Business By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #CustomerConference#Owin We had a successful International Customer Conference in London last year and, yet, it pales in comparison with what we just achieved at the Conservatorium, in Amsterdam, during the second edition of Objectway IN. A - [What Design Systems Are and Why We’re Using Them](https://objectway.com/what-design-systems-are-and-why-were-using-them/) - OCTOBER 18, 2016 What Design Systems Are and Why We’re Using Them By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Owin#OneObjectway#Workspace#ClientExperience We introduced the design systems topic in a former post and now it’s time to delve into the matter. DESIGN SYSTEMS ARE EVERYTHING An obvious question comes to mind: what - [Why Switching to a Design System Is so Important Today](https://objectway.com/why-switching-to-a-design-system-is-so-important-today/) - OCTOBER 11, 2016 Why Switching to a Design System Is so Important Today By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Owin#OneObjectway#Workspace#ClientExperience Once upon a time there was a wise man, named Tim Berners-Lee, who invented the World Wide Web. Do you know why? Only to share documents with his collegues. - [Datacenter: The Controlled Art of Doing More With Less](https://objectway.com/datacenter-the-controlled-art-of-doing-more-with-less/) - Years ago the world of datacenter has taken an important turn through its evolutionary path: the way towards virtualization. - [Einstein, Mountaineering, and Robo-advisory](https://objectway.com/einstein-mountaineering-and-robo-advisory/) - AUGUST 16, 2016 Einstein, Mountaineering, and Robo-Advisory By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #RoboAdvisory The coming of digital in the substantially conservative world of wealth management requires either an open-minded attitude and a willingness to think around new concepts that can easily make comprehension and adaptation hard to achieve. - [The CEO Talks: A New Semester for Objectway](https://objectway.com/the-ceo-talks-a-new-semester-for-objectway-part-v/) - JULY 8, 2016 The CEO Talks: A New Semester for Objectway By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #CeoTalk #DigitalChange #Portfoliomanagement #Customerjourney #Offeringevolution #OneObjectway With the first half of 2016 gone, we cornered our CEO Luigi Marciano to ask him about the state of Objectway. He couldn’t escape and gave - [(Just) Thinking About MiFID II?](https://objectway.com/just-thinking-about-mifid-ii/) - JUNE 28, 2016 (Just) Thinking About MiFID II? Edward Oleary Senior Product Manager Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Mifid#Regtech With the announcement of a one year delay to the introduction of the revised Markets in Financial Instruments Directive (MiFID II), coupled with the fact that the regulation is yet to - [Preparatevi al cliente digital](https://objectway.com/preparatevi-al-cliente-digital/) - JUNE 7, 2016 Preparatevi al Cliente Digital Alberto Cuccu CEO International Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #HybridAdvisory #RoboAdvisory #Digitalisation #Hyperpersonalisation #ClientCommunication Nel panorama dei servizi di investimento, il segmento Private viene generalmente identificato tra i più tradizionali in termini di modello di servizio. La sua forza, infatti, risiede nel valore - [Omnichannel, aka The Digital Engagement and Collaboration Challenge](https://objectway.com/omnichannel-aka-the-digital-engagement-and-collaboration-challenge/) - JUNE 7, 2016 Omnichannel, aka The Digital Engagement and Collaboration Challenge Nicola Pepè Senior Business Development Manager Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalCollaboration #DigitalEngagement #Clientrelationship #Onboarding #DigitalAdvisory To debate the shadow IT trend is pretty common these days in the IT world: employees adopt digital tools outside the perimeter of - [Digital Technology Is Going to Redefine the Relationship Between Advisor and Client](https://objectway.com/digital-technology-is-going-to-redefine-the-relationship-between-advisor-and-client/) - MAY 16, 2016 Digital Technology Is Going to Redefine the Relationship Between Advisor and Client David Wilson Senior Business Development Manager Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalChange#DigitalAdvisory#HybridAdvisory#CustomerJourney Some thought about what I presented at the ComPeer event Optimizing the Front Office in London. Digital Is Bringing Change World of wealth - [More Life Companion Than Financial Planning](https://objectway.com/more-life-companion-than-financial-planning/) - APRIL 21, 2016 More Life Companion Than Financial Planning Michele Tanzi Market Solution Director Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalAdvisory#HybridlAdvisory#Regtech A true financial planning platform it’s rather a philosophy than a product. A philosophy that moves through design, development, and delivery of the product. We think that true financial planning - [Collaboration is the Way to Be Ready for the Future](https://objectway.com/collaboration-is-the-way-to-be-ready-for-the-future/) - APRIL 15, 2016 Collaboration is the Way to Be Ready for the Future By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalCollaboration#Digitalisation#Owin#OneObjectway#Workspace#ClientExperience Once upon a time there was a mystical figure called Webmaster. This kind of guy could bring to life a website all by himself. This was a lot of - [Come cambiano il risparmio e i risparmiatori](https://objectway.com/come-cambiano-il-risparmio-e-i-risparmiatori-tutti-al-salone-per-scoprirlo/) - APRIL 6, 2016 Come Cambiano il Risparmio e i Risparmiatori By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalChange#Digitalisation#HybridAdvisory#DigitalEngagement Oggi ha inizio l’edizione 2016 del Salone del Risparmio, evento fondamentale per il mondo italiano della finanza e del FinTech e abbiamo il piacere di parlare con Jean-Luc Gatti, direttore della comunicazione - [Total Cost of Ownership and the Rolling Twelve Months](https://objectway.com/total-cost-of-ownership-and-the-rolling-twelve-months/) - MARCH 30, 2016 Total Cost of Ownership and the Rolling Twelve Months Gert-Jan Hoogendoorn Client Solution Director Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Mifid #Portfoliomanagement #PortfolioOptimisation #Regtech The European Commission sent all of us on a new mission with the MiFID 2 regulation: a transparency mission. Everything has to be, or - [Ci avviciniamo al Common Reporting Standard](https://objectway.com/ci-avviciniamo-al-common-reporting-standard/) - MARCH 22, 2016 Ci avviciniamo al Common Reporting Standard Omar Silvano Gallina Market Solution Director Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Regtech#RiskManagement#PortfolioManagement Common Reporting Standard (CRS) è il nuovo standard globale per lo scambio automatico di informazioni finanziarie tra le autorità fiscali di vari Paesi di tutto il mondo, o quasi. - [Robo-Advisors Are Disruptive, but Hybrid is Much More: It's Transformational](https://objectway.com/robo-advisors-are-disruptive-but-hybrid-is-much-more-its-transformational/) - MARCH 17, 2016 Robo-Advisors Are Disruptive, but Hybrid is Much More: It’s Transformational Alberto Cuccu CEO International Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalChange#Digitalisation#HybridAdvisory#RoboAdvisory In the recent report Robo-Advisors: The Hype, the Reality and the Future, published on February 29th by Gartner, Chuck Thomas notes the difference between digitization and digitalization applied to Wealth Management - [Il questionario MiFID II](https://objectway.com/il-questionario-mifid-ii/) - MARCH 15, 2016 Il questionario MiFID II By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Mifid #Regtech Dal 2007 tutti gli operatori finanziari fanno compilare ai propri clienti un questionario per soddisfare il dettato della direttiva europea MiFID (direttiva sui mercati degli strumenti finanziari. La prossima entrata in vigore di MiFID - [Clients now always connected to advisors via WebRTC](https://objectway.com/clients-now-always-connected-to-advisors-via-webrtc/) - Thanks to WebRTC, clients and advisors can stay in touch and exchange messages or have a live conversation whenever they need. - [Finovate 2016: A Firsthand Overview](https://objectway.com/finovate-2016-a-firsthand-overview/) - FEBRUARY 29, 2016 Finovate 2016: A Firsthand Overview Georgios Lekkas Innovation Director Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #DigitalChange #Onboarding #RoboAdvisory Finovate Europe is the place where financial technology innovation is shown to an eager crowd each year. This years’ edition was in Februay 9-10, held as usual in London. Seventy - [Hybrid Advisory Is Better](https://objectway.com/hybrid-advisory-is-better/) - FEBRUARY 22, 2016 Hybrid Advisory Is Better Alberto Cuccu CEO International Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #HybridAdvisory HYBRID ADVISORY: HUMAN TOUCH VS OR WITH DIGITAL? Hybrid Advisory is the missing link between old-style human touch only based financial services and the rising wave of the new digitally automatised robo-advisors investment - [Firms Think Robo-advisory Is not a Threat? A Bit Short-sightedly Perhaps](https://objectway.com/firms-think-robo-advisory-is-not-a-threat-a-bit-short-sightedly-perhaps/) - JANUARY 26, 2016 Firms Think Robo-advisory Is not a Threat? A Bit Short-sightedly Perhaps By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #HybridAdvisory #RoboAdvisory #Digitalisation #Hyperpersonalisation #ClientCommunication #DigitalAdvisory The report Transforming Your Business Through Advisor Technologies from Celent Research draws some interesting conclusions about where companies will invest with regards to - [Goal Based Investments and Hybrid Advisory](https://objectway.com/goal-based-investments-and-hybrid-advisory/) - JANUARY 19, 2016 Goal Based Investments and Hybrid Advisory By Michele Tanzi Client Solution Director Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #ClientRelationship#DigitalChange#HybridAdvisory#Owin This is a summary from the presentation about implementing goal based hybrid and robo-investment advisory, held by Michele Tanzi, Objectway Client Solution Director, last December 2nd in London, during - [CRM: a Good Strategy Helps Wealth Managers](https://objectway.com/crm-a-good-strategy-helps-wealth-managers/) - JANUARY 11, 2016 CRM: a Good Strategy Helps Wealth Managers By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Onboarding #FrontOffice #ClientExperience #Customerjourney Today, a wealth manager who wants to thrive has to widen the choice of service options for its clients. That’s because the clients are demanding new and unprecedented levels - [MiFID-2: See You on 2018 says ESMA (Maybe)](https://objectway.com/mifid-2-see-you-on-2018-says-esma-maybe/) - DECEMBER 18, 2015 MiFID-2: See You On 2018 Says ESMA By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Riskmanagement#RegTech#Esg#Mifid There are high expectations about MiFID 2 (Market in Financial Instruments Directive), that is considered one of the most impacting European directive for financial intermediaries, as it considerably extends the range of - [Roboadvisory: change will happen!](https://objectway.com/roboadvisory-change-will-happen/) - DECEMBER 14, 2015 Roboadvisory: Change Will Happen! Alberto Cuccu CEO International Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #HybridAdvisory #RoboAdvisory Here follows a bridged excerpt from my participation in a panel about roboadvisory, during the Ascosim Conference in Milan, on October 28th, 2015. ROBOADVISORY IS INEVITABLE Question: Which models are developing in - [A Great International Customer Conference](https://objectway.com/a-great-international-customer-conference/) - DECEMBER 4, 2015 A Great International Customer Conference By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #CustomerConference#Owin [IN] was our first International Customer Conference and we can now safely say that the bet fully paid off. Several dozen clients, prospects and market experts populated the twenty-ninth floor of Altitude London on - [MIFID II Transaction Reporting “Data Management and Data Protection Challenges”](https://objectway.com/mifid-ii-transaction-reporting-data-management-and-data-protection-challenges/) - NOVEMBER 14, 2015 MIFID II Transaction Reporting “Data Management and Data Protection Challenges” By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Mifid #Regtech #Clientreporting On 29 September 2015, the European Securities and Markets Authority (ESMA) submitted to the European Commission a package of final regulatory and implementing technical standards regarding Directive - [Retailisation: software supporting sales processes is going to change](https://objectway.com/retailisation-software-supporting-sales-processes-is-going-to-change/) - NOVEMBER 10, 2015 Retailisation: Software Supporting Sales Processes Is Going To Change By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #PortfolioManagement#RiskManagement#Mifid#Regtech Concerning the initiatives that protect retail customers, the communication released by CONSOB on the 22nd of December 2014 brought forward a number of MIFID 2 elements for early enactment. In - [MiFID II and Consumer Cost Reporting in European Wealth Management Market](https://objectway.com/mifid-ii-and-consumer-cost-reporting-in-european-wealth-management-market/) - NOVEMBER 5, 2015 MiFID II and Consumer Cost Reporting in European Wealth Management Market By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Mifid #Portfoliomanagement #PortfolioOptimisation #Regtech #Clientreporting What’s the impact of the introduction of MiFID II and MiFIR on consumer cost reporting in the European wealth management market? Are you already - [How E-signature Will Empower the Client Investment Experience](https://objectway.com/how-e-signature-will-empower-the-client-investment-experience/) - OCTOBER 27, 2015 How E-signature Will Empower the Client Investment Experience By Objectway Reading time: 2 min OWINTALK | BEHIND BUSINESS, BEYOND NEWS #Digitalisation#ClientExperience#CustomerJourney#Onboarding The mounting digitization of FinTech means that contacts between investors and advisor are going to either multiply and increasingly become remote; the customer is likely to receive more information and advice ## Pages - [Objectway, your trusted partner for business growth](https://objectway.com/) - Objectway provides superior scalability for greater performance, thanks to a complete, modular, front-to-back localized solution set to business improvement. - [Objectway Platform - Digital Wealth Solution](https://objectway.com/objectway-platform-digital-wealth-solution/) - Objectway provides banks, wealth and asset managers with a complete, cutting-edge and multi-device client engagement, advisor & investment management solution. - [Objectway Platform - Wealth, Asset & Banking Operations Solutions](https://objectway.com/objectway-platform-wealth-asset-banking-operations-solutions/) - Objectway offers a set of interoperable modules supporting securities & funds administration and banking operations, encompassing regulatory processes. - [Objectway acquires FNZ Switzerland, a Swiss Private Banking Technology Business](https://objectway.com/swiss-private-banking-solution/) - Objectway acquires FNZ Switzerland, strengthening its end-to-end private banking offering with scalable core banking expertise. - [Contacts](https://objectway.com/contacts/) - Get in touch with us or discover where our offices are located - [Objectway Platform for Wealth, Asset & Banking Management](https://objectway.com/objectway-platform-for-wealth-asset-banking-management/) - Objectway Platform delivers a flexible solution design that integrates all front-to-back-office operations into one as-a-service growth platform to deliver key benefits across the entire value chain. - [webinars and Events](https://objectway.com/webinars-and-events/) - Register and take part in webinars and events held by Objectway. 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With this in mind, the purpose of our Code of Ethics is to define and share the set of values that Objectway is inspired by and the - [Ethical Code](https://objectway.com/ethical-code-2024/) - English Italiano ETHICAL CODE AND MODEL 231 To protect the Group’s business and reputation, we have adopted an Ethical Code and an Organizational Model pursuant to Legislative Decree 231/2001. We want to ensure that all the Group’s activities are conducted according to the ethical principles underlying our corporate values and in compliance with current legislation, - [Information security policy](https://objectway.com/information-security-policy/) - Information Security Policy Objectway Group information security policy supports the implementation of the mission, values, vision and strategy for all the Group, with the aim to satisfy customers’ requirements in the target market sector. This policy has been established by Top management, communicated to all the organization and to some interested parties (where required), reviewed - [Ethical Code 2025](https://objectway.com/ethical-code-2025/) - ETHICAL CODE AND MODEL 231 Objectway aims to provide its customers with the highest level of professional expertise, including in terms of transparency, integrity and ethical behaviour. With this in mind, the purpose of our Code of Ethics is to define and share the set of values that Objectway is inspired by and the standards - [Self-Service & Hybrid Digital Channels](https://objectway.com/self-service-hybrid-digital-channels/) - Automated tools for independent financial management with personalized guidance through hybrid digital channels. - [Investment Service Management](https://objectway.com/investment-service-management/) - Professional guidance to deliver personalised investment proposals, navigating complex financial or strategic matters and enhancing client experience. - [Advisor and Banker Workstation](https://objectway.com/advisor-and-banker-workstation/) - Boost advisors' and bankers' day-to-day activities with analytical tools, client management interfaces, financial planning, and real-time data access. - [Objectway supports Investment Managers](https://objectway.com/objectway-supports-investment-managers/) - Enhance your investment strategy with a digital front-to-back platform which empowers human expertise, maximing clients wealth and increasing operational efficiency. - [Objectway supports Retail & Neo Banks](https://objectway.com/objectway-supports-retail-banks/) - Advisor process at the digital frontier, empowering human governance with augmented intelligence through a fluid and omni-channel customer journey. - [Portal & Apps](https://objectway.com/portal-and-apps-platform-for-wealth-and-investment-sevices-segment/) - Portal & Apps is the omni-channel, omni device user experience platform designed specifically for the wealth and investment services segment. - [OWIN Customer Community - Reonboarding](https://objectway.com/community-reonboard/) - Re-onboard the Objectway Customer Community If you already are a Kundenforum member (Germany only): please accept the updated Privacy Policy and Terms of Service when done, you will be redirected to the page to recover your user password. Accept the policies Please read and accept the updated policies in order to sign in the new - [OWIN Customer Community - Support Request](https://objectway.com/community-support-form/) - Get support for the Objectway Customer Community If you already are a OWIN Customer Community member, or Kundenforum member (Germany only): please identify with your account email fill the support request form Our Community Support Team will associate a ticket to your request, and get back to you soon. Submit your request Please identify yourself - [OWIN Customer Community - Support Request - Thanks](https://objectway.com/community-support-thanks/) - Thank you for getting in touch with us! We have generated a support case for your inquiry. You will be contacted by our OWIN Customer Community Support team. - [Finance & Regulation](https://objectway.com/finance-and-regulation/) - Regulatory frameworks play a crucial role in shaping and overseeing financial activities to ensure stability, fairness and protection of market participants. - [Banking Administration](https://objectway.com/banking-administration-services/) - Managing the day-to-day operations of a bank, including bank accounts, cash, loans and providing customer service and support. - [Wealth Management Administration](https://objectway.com/wealth-management-administration/) - Post-trade processes including settlement, clearing and record-keeping, to ensure efficient and accurate processing of securities transactions. - [Welcome to OWIN Customer Community](https://objectway.com/welcome-to-owin-community/) - Welcome to the Objectway Customer Community Stay connected with the Objectway Product Managers, Analysts and Experts. Discuss about Wealth, Investment and Banking professional topics. Follow and contribute to the Objectway Platform evolution. LOGIN *CREATE ACCOUNT * (*) This Community is currently designated exclusively for German clients, as it has replaced the former community space. - [Portfolio Management](https://objectway.com/portfolio-management-and-investment-strategy-execution/) - Best-in-class services and operating models, based on a holistic closed-loop portfolio management process. - [Client Lifecycle Management](https://objectway.com/client-lifecycle-management/) - Client Lifecycle Management supports various organizational structures, allowing for the segregation of tasks, activities, approvals and auditable records. - [Advisor Desktop](https://objectway.com/advisor-desktop/) - Advisor Desktop provides a multitude of benefits that enhance efficiency, improve client relationships, ensure compliance, and support business growth. - [Digital Asset Management](https://objectway.com/digital-asset-management/) - Digital Asset Management solutions offer quick and easy client onboarding, thanks to paperless user-friendly process. - [Digital Client Onboarding](https://objectway.com/digital-client-onboarding/) - Client Onboarding is designed to work wherever your staff spends their time today, whether that is your own portal or your CRM. - [Cookie Policy (EU)](https://objectway.com/cookie-policy-eu/) - Cookie Policy Cookie Policy (ENG) Cookie Policy (ITA) INFORMATION ON THE PROCESSING OF PERSONAL DATA OF WEBSITE USERS PURSUANT TO ARTICLE 13 OF REGULATION (EU) 2016/679 (“GDPR”) DATA CONTROLLER Objectway S.p.A. (hereinafter, “Company” or “Objectway”) Via Giovanni da Procida, 24 – 20149 Milan (Italy) E-mail address privacy@objectway.com DATA PROTECTION OFFICER (DPO) The Data Protection Officer - [Objectway supports Depositary Banks](https://objectway.com/objectway-supports-depositary-banks/) - Support the full range of activities of data ingestion and production sending , NAV recalculation and audit, with dashboards for process monitoring. - [[Download] Analyst Research: Client Experience Toolkit 2024](https://objectway.com/download-analyst-research-client-experience-toolkit-2024/) - Roger Portnoy, Objectway’s Chief Strategy Officer, features CX Toolkit 2024 evaluating the impact of generational shift on client experience for investors. - [[Download] Analyst Research: The Positive Influence of Technology on UK Wealth Management: Findings from a series of Roundtables](https://objectway.com/download-analyst-research-the-positive-influence-of-technology-on-uk-wealth-management/) - Compeer and Objectway have come together to host various roundtable discussions on topics which have been rising concerns for the UK wealth management industry. - [[Download] Case study: Risk Driven Model Portfolios Management](https://objectway.com/case-study-risk-driven-model-portfolios-management/) - Leverage a web-based platform to efficiently generate model portfolios. - [[Download] Case study: Digitising CLM to improve front-office efficiency](https://objectway.com/download-case-study-digitising-clm-to-improve-front-office-efficiency/) - Objectway focused on enabling its client to offer a discretionary mandate to clients by deploying our Portfolio Management system. - [[Download] Case study: Unveiling the benefits of business process automation](https://objectway.com/download-case-study-unveiling-the-benefits-of-business-process-automation/) - Increasing digital innovation to upgrade operational efficiency: download now the new Objectway case study and discover how our client has increased its front-office productivity. - [[Download] Survey Report: How advanced is your digital customer experience?](https://objectway.com/download-survey-report-how-advanced-is-your-digital-customer-experience/) - Over the past five years organizations have shifted their focus from the back-end engines and compliance to developing a compelling digital customer experience. - [[Download] Survey report: Building Operational Resilience](https://objectway.com/download-survey-report-building-operational-resilience/) - This survey, completed by European and UK Wealth & Investment Managers, assesses how financial institutions are managing their Operational Resilience plan. - [[Download] Survey Report: Are you developing a Hyper-Personalised strategy?](https://objectway.com/download-survey-report-are-you-developing-a-hyper-personalised-strategy/) - To hyper-personalise the client experience, personal information and preferences of clients should be captured across the whole client journey. - [[Download] Survey Report: Exploring Outsourcing Trends](https://objectway.com/download-survey-report-explore-outsourcing-trends/) - This online survey, completed by Private Bankers, Wealth & Investment Managers, aims to outline the recent outsourcing trends and how to reap the benefits - [[Download] Survey Report: Are you ready for ESG?](https://objectway.com/download-survey-report-are-you-ready-for-esg/) - ESG investments can play a crucial role in economic recovery, in addition to the importance of establishing efficient risk management. - [[Download] Survey Report: Are you ready to fill the digital gap?](https://objectway.com/download-survey-report-are-you-ready-to-fill-the-digital-gap/) - This online survey covers a wide range of financial institutions investigating where they are in an overall digital transformation journey. - [[Download] Analyst Research: The Swiss WealthTech Landscape Report 2024](https://objectway.com/download-the-swiss-wealthtech-landscape-report-february-2024/) - Objectway features the Swiss WealthTech Landscape Report 2024 to provide you with a Solutions Overview on Objectway Platform main layers and benefits. - [[Download] Analyst Research: Unlocking opportunity in challenging times: Innovation in European Financial Services](https://objectway.com/unlocking-opportunity-in-challenging-times-globaldata-analyst-research/) - Objectway is delighted to present this joint publication with GlobalData, based on the GlobalData’s annual surveys of financial services companies worldwide - [[Download] Analyst Research: WealthTech 2024 Annual Report](https://objectway.com/download-analyst-research-twm-wealthtech-2024-annual-report/) - In the WealthTech Report 2024 edition, Roger Portnoy, Objectway Chief Strategy Officer, runs through use cases of AI and explains how explainability works. - [[Download] Analyst Research: Sustainable Digital Change: a must have to improve customer experience](https://objectway.com/compeer-analyst-research-how-sustainable-digital-change-can-impact-wealth-firms-and-customer-experience/) - According to the research’s results, wealth management firms are willing to increase the investments in digital services, but they must be tailored to customers’ needs. - [[Download] Analyst Research: The WealthTech Report 2023](https://objectway.com/download-the-wealthtech-annual-report-2023/) - Tariq Khan, Director of Client Services at Objectway, looks at how technology has a beneficial impact on operational efficiency, adding positivly to the bottom line. - [[Download] Analyst Research: The Swiss WealthTech Landscape Report 2022](https://objectway.com/download-the-swiss-wealthtech-landscape-report-2022/) - Ramazan Celikoz, Business Development and Sales Director DACH region at Objectway, decodes the demand for access to wealth management from affluent investors. - [[Download] Analyst Research: Setting The Digital Agenda for the next normal](https://objectway.com/download-analyst-research-setting-the-digital-agenda-for-the-next-normal/) - The following report was commissioned by Objectway and conducted by Compeer to understand the digital agenda for the next normal in UK Wealth Management. - [[Download] Analyst Research: Senior Leaders ESG Forum](https://objectway.com/download-analyst-research-senior-leaders-esg-forum/) - Now, more than ever, investors are interested to increase their knowledge of ESG and incorporate ESG in their portfolio. - [[Download] Analyst Research: Using digital change to enable front-office scalability](https://objectway.com/download-research-using-digital-change-to-enable-front-office-scalability/) - Firms that spend more on IT and Operations per front office professional see a greater average managed revenue. - [[Download] Analyst Research: The UK Wealthtech Landscape Report 2022](https://objectway.com/download-analyst-research-the-uk-wealthtech-landscape-report-2022/) - In combination with high-quality technology, a cultural shift is required to ensure the success of digital transformation. - [[Download] Analyst Research: Forecasting the future: Technology and investment in wealth management](https://objectway.com/download-research-forecasting-the-future-technology-and-investment-in-wealth-management/) - In combination with high-quality technology, a cultural shift is required to ensure the success of digital transformation. - [[Download] Analyst Research: The WealthTech Report 2022](https://objectway.com/download-report-wealthtech2022/) - WealthTech Report 2022: firms will be looking at end-to-end customer experience optimization, operational flexibility and innovation - [[Download] Analyst Research: The Swiss WealthTech Landscape Report 2021](https://objectway.com/download-research-the-swiss-wealthtech-landscape-report-2021/) - The Swiss WealthTech Landscape Report 2021: discover how the determination to embrace technology can add value and bring success to your projects - [[Download] Analyst Rsearch: The rise of ESG in wealth management](https://objectway.com/download-wealthtech-views-report-the-rise-of-esg-in-wealth-management/) - How are ESG impacting the wealth management sector today? Read the full analyst research now. - [[Download] Analyst Research: The Wealth Management Firm of 2025](https://objectway.com/download-analyst-research-the-wealth-management-firm-of-2025/) - By 2025 an ideal scenario for the wealth management industry will be a series of scalable firms, with margins increasing and efficiency gains. - [[Download] Analyst Research: Squaring the Circle](https://objectway.com/download-analyst-research-squaring-the-circle/) - Firms were most frequently aiming to grow assets under management by up to 15% on an annual basis over the next three years. - [[Download] Analyst Research: Digital Engagement & Collaboration in Wealth Management](https://objectway.com/download-analyst-research-efma-digital-engagement-and-collaboration-in-wealth-management/) - The hype, the reality and the future: the latest digital engagement and collaboration trends, the challenges and the opportunities for wealth management. - [[Download] Analyst Research: Digitisation in Practice](https://objectway.com/download-analyst-research-efma-digitisation-in-practice/) - The purpose of this report is to provide wealth and investment managers in the affluent market segment with valuable, actionable insights into the digitisation. - [[Download] Paper: Consumer Duty: The Pathway to good Customer Outcomes](https://objectway.com/download-paper-consumer-duty-the-pathway-to-good-customer-outcomes/) - Setting higher standards and putting consumers’ needs first is central to our strategy – and the cornerstone of this is the Duty. - [[Download] Paper: Customer Experience: The Battleground for growth](https://objectway.com/download-the-paper-customer-experience-the-battleground-for-growth/) - Customer experience is king. Its role has changed over the past five years with a shift in focus from the back end and compliance to the front end for retaining existing clients and attract new ones. - [[Download] Paper: Change in Private Wealth Management](https://objectway.com/download-paper-change-in-private-wealth-management-alexander-cassar/) - Dr. Alexander Cassar, Business Operation Officer of Objectway, whithin this paper will highlight the main changes that are shaping the private wealth management. - [[Download] Paper & Webinar: ESG Beyond Equities](https://objectway.com/download-paper-esg-beyond-equities/) - In the last three years, market has witnessed unprecedented growth in sustainable funds, the key question remains how to embed ESG in the investment process - [[Download] Paper: Outperforming in wealth management in 2022 and beyond](https://objectway.com/download-paper-outperforming-in-wealth-management-in-2022-and-beyond/) - Increasingly going out of the pandemic storm, 2021 posed great challenges for Wealth and Private Banking industry’s players: digital conquered client advisor communication. - [[Download] Paper: Risk and ESG-aligned Portfolios](https://objectway.com/download-paper-risk-and-esg-aligned-portfolios/) - How to establish proper management guidelines of ESG components within a risk-aware investment process to create benefits for customers. - [[Download] Paper: New hope for growing your wealth management business](https://objectway.com/download-paper-new-hope-for-growing-your-wealth-management-business-global/) - Leveraging a fully integrated Client Lifecycle Management solution, to increase front-office productivity, improving wealth retention strategy. - [[Download] Paper: Building Operational Resilience](https://objectway.com/download-paper-building-operational-resilience/) - The aim of operational resilience for financial sector will be able to prevent, adapt, respond to, recover and learn from operational disruptions. - [[Download] Paper: Bridging the expectations gaps in Wealth Management](https://objectway.com/download-paper-bridging-the-expectations-gaps-in-wealth-management/) - We researched the most important focus areas for relationship managers in Wealth Management firms, and the gap between their confidence in their ability. - [[Download] Paper: Are you really engaging with your clients?](https://objectway.com/download-paper-are-you-really-engaging-with-your-clients/) - Private banks and wealth management firms have been adopting technology primarily to address efficiency for their clients. Filling the digital gap is imperative. - [[Download] Case study: How to become a leading digitally enabled wealth manager](https://objectway.com/download-case-study-how-to-become-a-leading-digitally-enabled-wealth-manager/) - Our client wanted to become a leading advice-focused, digitally enabled Wealth Manager in the UK. The goal was expand the target market, prioritising digital agenda to meet new generations. - [[Download] Case study: Attracting IFAs assets with a digital-first advice model](https://objectway.com/download-case-study-attracting_ifas_assets_with_a_digital-first_advice_model/) - Our customer wanted to become the platform of choice for UK IFAs. They could offer a complete set of investment services to IFAs. - [[Download] Case study: Leveraging centralized cloud Mifid II advisory](https://objectway.com/download-case-study-leveraging-centralized-cloud-mifid-ii-advisory/) - novobanco is one of the largest banks in Portugal and was looking for a partner able to support its investment processes. - [[Download] Case study: Setting up a new bank: integrating technologies and competencies](https://objectway.com/setting-up-a-new-bank-objectway-german-case-study/) - Hauck Aufhäuser Lampe Privatbank is a leading German bank that aimed to integrate a fragmented technical IT landscape on a common platform for a unique banking solution. - [Objectway Technology](https://objectway.com/objectway-pursuits-innovation-with-renewed-technology/) - Driving constant innovation with Objectway Technology. - [Objectway Survey Report](https://objectway.com/home-all-survey-report/) - Download now and discover more about the sentiment of the wealth management market through our survey to learn more about different topics! - [Objectway Analyst Research](https://objectway.com/home-all-analyst-research/) - Download now and consult specific data with our latest researches conducted in partnership with our analysts! - [Objectway Paper](https://objectway.com/home-all-paper/) - Download now and read more about the most important trends of the wealth management market through our latest papers! - [Terms of Use](https://objectway.com/terms-of-use/) - Terms of Use Terms of Use Terms of Use General Terms & Conditions Please visit the specific Terms & Conditions page. Usage of the Blog and of the User Community Data collected from the User community are disclosed by data subjects themselves on the platform. Data are processed by Objectway with the purpose of product - [Company Data - impressum](https://objectway.com/company-data/) - Company Data Objectway S.p.A. Objectway Ltd Objectway NV Objectway Ireland Ltd Objectway GmbH Objectway Germany GmbH Objectway AG Objectway S.p.A. Objectway S.p.A. Sede legale: Via Giovanni da Procida, 24 – 20149 Milano (Italia) Partita IVA: 07114250967 Codice Fiscale e numero di iscrizione nel Registro Imprese di Milano, Monza, Brianza, Lodi: 07114250967 Numero REA: MI – - [Cookie Policy (EU)](https://objectway.com/cookie-policy-eu-2/) - Cookie Policy This Cookie Policy was last updated on 22 June 2026 and applies to citizens and legal permanent residents of the European Economic Area and Switzerland. 1. Introduction Our website, https://objectway.com (hereinafter: “the website”) uses cookies and other related technologies (for convenience all technologies are referred to as “cookies”). Cookies are also placed by - [Investiamo nel vostro futuro](https://objectway.com/investiamo-nel-vostro-futuro_ita/) - Software suite aperte e in cloud per Open Banking, Wealth Management, Asset Management. Business Process Outsourcing per Banche, SGR, SIM - [Terms & conditions](https://objectway.com/terms-conditions/) - Terms and Conditions The Terms and Conditions were last updated on 22 June 2026 1. Introduction These Terms and conditions apply to this website and to the transactions related to our products and services. You may be bound by additional contracts related to your relationship with us or any products or services that you receive from - [[Download Request] Thank you for your request _ESG](https://objectway.com/download-request-thank-you-for-your-request-esg/) - Thank you for your download request - [Latest news](https://objectway.com/latest-news/) - News and insights about Fintech, WealthTech, Risktech, Core Banking, Asset Management, and other investing and financial areas. ## Portfolio - [Analyst Research

Master complexity to unlock scale: the as-a-service imperative for Wealth, Banking and Asset Management
Objectway and Monitor Deloitte examine how as‑a‑service models enable financial institutions to scale and drive sustainable growth.
June 2026
](https://objectway.com/portfolio/analyst-researchmaster-complexity-to-unlock-scale-the-as-a-service-imperative-for-wealth-banking-and-asset-managementobjectway-and-monitor-deloitte-examine-how-as-a-service-models-en/) - [Analyst Research

Built to Scale: Innovation is no longer a scarce resource. The ability to scale is.
Insights from 300 senior professionals across banks, wealth and asset managers reveal which organisations are succeeding at scale - and what sets them apart.
May 2026
](https://objectway.com/portfolio/analyst-researchbuilt-to-scale-innovation-is-no-longer-a-scarce-resource-the-ability-is-insights-from-300-senior-professionals-across-banks-wealth-and-asset-managers-reveal-which-organisations-are/) - [Analyst Research

United Kingdom Toolkit 2025: Back Office Efficiency: From cost centre to competitive advantage
Once considered a behind-the scenes cost centre, back office modernisation has become a strategic priority for firms determined to stay competitive
November 2025
](https://objectway.com/portfolio/https-objectway-com-download-analyst-research-uk-toolkit-2025-back-office-efficiency/) - [Analyst Research

PAM Digital Report 2025: The use of AI and effective data management
Explore how leading UK wealth managers are navigating the digital transformation journey
November 2025
](https://objectway.com/portfolio/analyst-researchpam-digital-report-2025-the-use-of-ai-and-effective-data-managementai-is-transforming-the-wealth-management-industry-and-uk-firms-are-increasingly-exploring-its-potential-to-improve-p/) - [New outlooks for reinventing your business and improving client relationship
OWIN 23
](https://objectway.com/portfolio/analyst-researchcomposable-scalable-personalized-the-new-shape-of-wealth-managementemerging-technologies-are-enabling-a-new-era-of-agility-scalability-and-personalisation-but-which-truly-drive-s/) - [From rough to polished: Objectway's Diamond framework for sparkling Wealth Management
OWIN 23
](https://objectway.com/portfolio/from-rough-to-polished-objectways-diamond-framework-for-sparkling-wealth-management-owin-23-listen-now-_copy/) - [Boosting Operational Excellence and Innovation
OWIN 23
](https://objectway.com/portfolio/boosting-operational-excellence-and-innovation-owin-23-listen-now/) - [Analyst Research

AI Toolkit 2025: From Hype to Reality: How AI is reshaping Wealth Management
AI is no longer just a buzzword – it’s here, transforming wealth management as an essential driver of efficiency, innovation, and growth
April 2025
](https://objectway.com/portfolio/analyst-researchai-is-no-longer-just-a-buzzword-its-here-transforming-wealth-management-as-an-essential-driver-of-efficiency-innovation-and-growthapril-2025-read-now/) - [Analyst Research

PAM Digital Report 2024: The use of AI and effective data management
AI is transforming the wealth management industry and UK firms are increasingly exploring its potential to improve processes
December 2024
](https://objectway.com/portfolio/analyst-researchpam-digital-report-2024-the-use-of-ai-and-effective-data-managementai-is-transforming-the-wealth-management-industry-and-uk-firms-are-increasingly-exploring-its-potential-to-improve-p/) - [Analyst Research

Client Experience Toolkit 2024
The Impact of Generational Shift on Client Experience for Investors
August 2024
](https://objectway.com/portfolio/analyst-researchclient-experience-toolkit-2024the-impact-of-generational-shift-on-client-experience-for-investorsaugust-2024-read-now/) - [Analyst Research

The Positive Influence of Technology on UK Wealth Management
Compeer and Objectway have teamed up to host a series of roundtables on issues of growing concern to the UK wealth management industry
July 2024
](https://objectway.com/portfolio/analyst-researchthe-positive-influence-of-technology-on-uk-wealth-management-findings-from-a-series-of-roundtablescompeer-and-objectway-have-come-together-to-host-various-roundtable-discussions-on-to/) - [Survey Report

Are you ready to fill the digital gap?
Create a competitive advantage embracing future challenges
October 2020
](https://objectway.com/portfolio/are-you-ready-to-fill-the-digital-gap/) - [Survey Report

Are you ready for ESG?
Revealing a glimpse of the market
March 2021
](https://objectway.com/portfolio/building-operational-resilience-ensure-your-organisation-is-well-prepared-for-future-disruption-december-2021-_copy/) - [Survey Report

Exploring outsourcing trends
Outsourcing allows firms to lower their costs and increase flexibility. Some downsides remain. Listen to the voice of the market
April 2021
](https://objectway.com/portfolio/exploring-outsourcing-trends/) - [Survey Report

Are you developing a hyper-personalised strategy?
The future is hyper-personalised
May 2021
](https://objectway.com/portfolio/exploring-outsourcing-trendsobjectwayapril-2022-_ww/) - [Survey Report

Building operational resilience
This online survey explores the implications of Covid-19 and how financial institutions are managing their Operational Resilience plans
December 2021
](https://objectway.com/portfolio/building-operational-resilience/) - [Survey Report

How advanced is your digital Customer Experience?
Discover recent CX trends and how to reap the benefits
January 2023
](https://objectway.com/portfolio/how-advanced-is-your-digital-customer-experiencediscover-recent-trends-and-how-to-reap-the-benefitsjanuary-2023-read-now/) - [Analyst Research

Wealthtech 2022
Challenges in wealth management, from 2021 to 2022
March 2022
](https://objectway.com/portfolio/wealthtech-2022objectway-the-wealth-mosaicmarch-2022-read-now/) - [Analyst Research

The UK Wealthtech Landscape Report 2022
Providing digital-first approach and ease of use will become a key factor of choice for the whole wealthtech industry
July 2022
](https://objectway.com/portfolio/the-uk-wealthtech-landscape-report-2022-2/) - [Analyst Research

Digitisation in practise
Trasforming investment service for affluent clients
March 2015
](https://objectway.com/portfolio/using-digital-change-to-enable-front-office-scalabilityobjectway-compeermay-2022-read-now-_copy/) - [Analyst Research

Digital engagement & collaboration in wealth and investment mgmt
The hype, the reality and the future
December 2016
](https://objectway.com/portfolio/digital-engagement-collaboration-in-wealth-and-investment-mgmtthe-hype-the-reality-and-the-futuredecember-2016-read-now-_copy/) - [Analyst Research

Squaring the circle
Improving the quality of service and cost-to-income ratio
February 2018
](https://objectway.com/portfolio/squaring-the-circleimproving-the-quality-of-service-and-cost-to-income-ratiofebruary-2018-read-now/) - [Analyst Research

The wealth management firm of 2025
Are you ready for the future?
April 2020
](https://objectway.com/portfolio/the-wealth-management-firm-of-2025are-you-ready-for-the-futureapril-2020-read-now/) - [Analyst Research

Senior leaders ESG forum
Discussing the opportunities and challenges associated with ESG investing
June 2021
](https://objectway.com/portfolio/senior-leaders-esg-forumobjectway-compeerjune-2021-read-now/) - [Analyst Research

Setting the digital agenda for the next normal
Digital development to improve performance and maximise client experience
July 2021
](https://objectway.com/portfolio/setting-the-digital-agenda-for-the-next-normalobjectway-compeerjuly-2021-read-now/) - Digital development to improve performance and maximise client experience - [Analyst Research

The rise of ESG in wealth management
ESG is at the centre of today’s risk management approach
September 2021
](https://objectway.com/portfolio/the-rise-of-esg-in-wealth-managementobjectway-the-wealth-mosaicseptember-2021-read-now/) - [Analyst Research

The swiss wealthtech landscape report 2021
Increasing front office efficiency and intergenerational wealth retention through digital change
December 2021
](https://objectway.com/portfolio/the-swiss-wealthtech-landscape-report-2021objectway-the-wealth-mosaicdecember-2021-read-now/) - [Analyst Research

Forecasting the future: technology and investment in wealth management
Key changes in wealth management and their impact on client services
June 2022
](https://objectway.com/portfolio/forecasting-the-future-technology-and-investment-in-wealth-management/) - [Analyst Research

Using digital change to enable front office scalability
Technology is providing value to drive productivity and future proof their front office
May 2022
](https://objectway.com/portfolio/using-digital-change-to-enable-front-office-scalabilityobjectway-compeermay-2022-read-now/) - [Analyst Research

The Swiss WealthTech Landscape Report 2022
Democratising wealth: a unique business opportunity to shape the future of wealth management
November 2022
](https://objectway.com/portfolio/the-swiss-wealthtech-landscape-report-2022democratising-wealth-a-unique-business-opportunity-to-shape-the-future-of-wealth-management-todaynovember-2022-read-now/) - [Analyst Research

The WealthTech Report 2023
Operational efficiency: a positive effect on the bottom line
February 2023
](https://objectway.com/portfolio/the-wealthtech-annual-report-2023operational-efficiency-a-positive-effect-on-the-bottom-linefebruary-2023-read-now/) - [Analyst Research

Unlocking opportunity in challenging times: innovation in European financial services
The joint research results are based on GlobalData's annual surveys on financial services companies worldwide.
June 2023
](https://objectway.com/portfolio/unlocking-opportunity-in-challenging-times-innovation-in-european-financial-servicesthe-joint-research-results-are-based-on-globaldatas-annual-surveys-on-financial-services-companiews-worldwide-jun/) - [Analyst Research

Sustainable Digital Change: A must have to improve customer experience
Where wealth firms are embracing digital change and the sustainable impact on customer experiences
October 2023
](https://objectway.com/portfolio/sustainable-digital-change-a-must-have-to-improve-customer-experience/) - [Analyst Research

WealthTech 2024 Annual Report
The opportunities afforded by AI are many, but explainability may will be the key to uptake
January 2024
](https://objectway.com/portfolio/wealthtech-2024-annual-reportthe-opportunities-afforded-by-ai-are-many-but-explainability-may-will-be-the-key-to-uptakejanuary-2024-read-now/) - [Analyst Research

The Swiss WealthTech Landscape Report 2024
Objectway provides a modular, scalable open platform adaptable to end-to-end use and specific customer needs
February 2024
](https://objectway.com/portfolio/the-swiss-wealthtech-landscape-report-2024objectway-provides-a-modular-scalable-open-platform-adaptable-to-end-to-end-use-and-specific-customer-needsfebruary-2024-read-now/) - [Paper

Are you really engaging with your clients?
Private wealth challenges & opportunity in the digital era
December 2020
](https://objectway.com/portfolio/are-you-really-engaging-with-your-clients-2/) - [Paper

Risk & ESG-aligned portfolios
Integrating ESG into a Risk Management Framework
January 2021
](https://objectway.com/portfolio/risk-esg-aligned-portfolios-2/) - [Paper

Bridging the expectations gaps in wealth management
Reacting to the challenges brought about the pandemic
July 2021
](https://objectway.com/portfolio/bridging-the-expectations-gaps-in-wealth-management/) - [Paper

Building Operational Resilience
Ensure your organisation is well prepared for future disruption
November 2021
](https://objectway.com/portfolio/paper-building-operational-resilience-read-now/) - [Paper

New Hope for growing your wealth management business
Technology enable advisors to focus their valuable time and efforts where it is required
January 2022
](https://objectway.com/portfolio/new-hope-for-growing-your-wealth-management-business/) - [Paper

Outperforming in wealth management in 2022 and beyond
The Wealth Management industry has experienced an exponential digital transformation
March 2022
](https://objectway.com/portfolio/outperforming-in-wealth-management-in-2022-and-beyond-read-now/) - [Paper

ESG beyond equities: Glimpe into the fund Landscape
Many investors focus on how to engage with individual investee companies to enhance their ESG performances
April 2022
](https://objectway.com/portfolio/new-hope-for-growing-your-wealth-management-businessobjectwayjanuary-2022-read-now-_copy/) - [Paper

Change in Private Wealth Management
Changes that are shaping Private Wealth Management and a demographic and technological evolution
October 2022
](https://objectway.com/portfolio/change-in-private-wealth-managementthe-private-wealth-management-ecosystem-is-undergoing-a-crucial-dilemma-that-could-be-solved-with-a-technological-flexible-and-modular-designjanuary-2022-read-now/) - [Paper

Customer Experience: the battleground for growth
Customer Experience is king. How to retain existing clients and attracting new ones
November 2022
](https://objectway.com/portfolio/https-www-objectway-com-download-the-paper-customer-experience-the-battleground-for-growth/) - [Paper

Consumer Duty: The Pathway to Good Customer Outcomes
Putting consumers' needs first
November 2023
](https://objectway.com/portfolio/consumer-duty-the-pathway-to-good-customer-outcomesputting-consumers-needs-firstnov-2023-read-now-_copy/) - [Case Study

Risk driven model portfolios management
Generate compliant model portfolios reducing processing time from minutes to seconds

](https://objectway.com/portfolio/digitising-clm-to-improve-front-office-efficiencyobjectwayjuly-2021/) - [Case Study

Attracting IFA's assets with a digital-first Advice model
Increase advisor productivity and gain a competitive advantage against your peers

](https://objectway.com/portfolio/attracting-ifas-assets-with-a-digital-first-advice-model/) - [Case Study

Digitising CLM to improve front-office efficiency
Leverage an integrated client lifecycle management solution to enable a significant growth

](https://objectway.com/portfolio/attracting-ifas-assets-with-a-digital-first-advice-modelobjectwayjune-2022_ww/) - [Case Study

How to become a leading digitally enabled wealth manager
Fast-forward pursuing digital innovation and maintain your leadership over time

](https://objectway.com/portfolio/how-to-become-a-leading-digitally-enabled-wealth-manager/) - [Case Study

Leveraging Centralized Cloud Mifid II Advisory
Deliver an advanced advisory experience becoming a front runner in the investment services

](https://objectway.com/portfolio/leveraging-centralized-cloud-mifid-ii-advisoryobjectwaynovobanco-was-looking-for-a-partner-able-to-able-to-support-its-investment-processes-with-the-best-financial-advisory-experience-read-now/) - [Case Study

Unveiling the benefits of business process automation
Increasing digital innovation to upgrade operational efficiency

](https://objectway.com/portfolio/unveiling-the-benefits-of-business-process-automationincreasing-digital-innovation-to-upgrade-operational-efficiencyread-now/) - [Case Study

Setting up a new bank: Integrating technologies & competences
Hauck Aufhäuser Lampe Privatbank aimed to create a common platform for a unique banking solution

](https://objectway.com/portfolio/setting-up-a-new-bank-integrating-technologies-competencesincreasing-digital-innovation-to-upgrade-operational-efficiencyread-now/) ## Downloads - [Master complexity to unlock scale: the as-a-service imperative for Wealth, Banking and Asset Management](https://objectway.com/resources/45558/?tmstv=1786308529) - Objectway and Monitor Deloitte examine how as‑a‑service models enable financial institutions to scale, manage complexity and drive sustainable growth. - [OwinSightMAY26_new](https://objectway.com/resources/45716/?tmstv=1786308529) - [OwinSightJUNE26](https://objectway.com/resources/45653/?tmstv=1786308529) - [Built to Scale: Innovation is no longer a scarce resource. The ability to scale is.](https://objectway.com/resources/45563/?tmstv=1786308529) - Objectway and FT Longitude explore why scalability is the real competitive frontier—and how financial institutions can turn innovation into profitable growth. - [objectway-solutions-fullset](https://objectway.com/resources/45457/?tmstv=1786308529) - [Objectway + FT Longitude: Market Research 2026](https://objectway.com/resources/45452/?tmstv=1786308529) - [Objectway + MonitorDeloitte: Market Research 2026](https://objectway.com/resources/45450/?tmstv=1786308529) - [01_FT-LONGITUDE](https://objectway.com/resources/45444/?tmstv=1786308529) - [02_OW](https://objectway.com/resources/45442/?tmstv=1786308529) - [03_LEDA](https://objectway.com/resources/45440/?tmstv=1786308529) - [04_FORRESTER](https://objectway.com/resources/45438/?tmstv=1786308529) - [05_RATHBONES](https://objectway.com/resources/45436/?tmstv=1786308529) - [06_ZURICH](https://objectway.com/resources/45434/?tmstv=1786308529) - [07_CELENT](https://objectway.com/resources/45432/?tmstv=1786308529) - [08_BNP](https://objectway.com/resources/45430/?tmstv=1786308529) - [09_ABN-AMBRO](https://objectway.com/resources/45428/?tmstv=1786308529) - [10_DELOITTE](https://objectway.com/resources/45426/?tmstv=1786308529) - [11_INDOSUEZ-AMUNDI-CACEIS](https://objectway.com/resources/45424/?tmstv=1786308529) - [United Kingdom Toolkit 2025: Back Office Efficiency: From cost centre to competitive advantage](https://objectway.com/resources/44877/?tmstv=1786308529) - Tariq Khan, Objectway’s Business Development Director, features this latest edition of The Wealth Mosaic 2025 UK Toolkit, to underline how in today’s competitive wealth management industry, the back office is undergoing a renaissance. Once considered a behind-the-scene cost centre, its modernisation has now become a strategic priority for firms determined to stay ahead of innovation. - [OwinSightNov25_CEO_D_1.0.0](https://objectway.com/resources/44867/?tmstv=1786308529) - [OwinSightNov25_MENA_D_1.0.0](https://objectway.com/resources/44865/?tmstv=1786308529) - [OwinSightNov25_Dach_D_1.0.0](https://objectway.com/resources/44863/?tmstv=1786308529) - [OwinSightNov25_UKO_D_1.0.0](https://objectway.com/resources/44861/?tmstv=1786308529) - [OwinSightNov25_ITO_D_1.0.0](https://objectway.com/resources/44859/?tmstv=1786308529) - [OwinSightNov25_NOA_D_1.0.0](https://objectway.com/resources/44833/?tmstv=1786308529) - [Composable, Scalable, Personalized: The new shape of wealth management](https://objectway.com/resources/43048/?tmstv=1786308529) - Download now latest Gartner white paper and discover how emerging technologies are enabling financial services to become composable, scalable and personalized. - [PAM Digital Report 2025: The use of AI and effective data management](https://objectway.com/resources/44742/?tmstv=1786308529) - The PAM Digital Report, produced in collaboration with Objectway, explores key issues which operations and technology teams across the UK Wealth Management sector are dealing with on daily basis. The results of this report have been drawn from a range of C-suite individuals surveyed from across UK wealth management sector, in combination with firm’s leading market knowledge and insights. - [Brochure Wealth Operations_x2](https://objectway.com/resources/44627/?tmstv=1786308529) - [Research_Gartner_Web.pdf](https://objectway.com/resources/43021/?tmstv=1786308529) - [AI Toolkit 2025: From hype to reality: how AI is reshaping Wealth Management](https://objectway.com/resources/42463/?tmstv=1786308529) - Miroslav Petrov, Objectway’s Product Director, contributes to The Wealth Mosaic AI Toolkit 2025, for delving into the AI’s essential role in investment advisory and portfolio management. Artificial intelligence is here, actively transforming wealth management driving efficiency, innovation and growth. However, despite the surge of enthusiasm surrounding AI’s potential, many firms are holding back. - [Objectway – Digiwealth 2025](https://objectway.com/resources/42447/?tmstv=1786308529) - [PAM Digital Report 2024: The use of AI and effective data management](https://objectway.com/resources/40922/?tmstv=1786308529) - The PAM Digital Report, produced in collaboration with Objectway, gathers key findings from a survey submitted to UK Wealth Management professionals to discuss main challenges and issues coming from the strong hype around AI technologies across the industry. - [Client Experience Toolkit 2024](https://objectway.com/resources/38882/?tmstv=1786308529) - Roger Portnoy, Objectway’s Chief Strategy Officer, delivers his viewpoint in this collection of client experience features, evaluating the impact of generational shift on client experience for investors. Our expert emphasises how, today, customer experience is based on the relationship between a younger and tech-savvy clientele, that may retain their wealth and liquidity far longer than pundits predict, and wealth firms that recognise the importance of customer experience, along with adviser engagement, to the extent that they will re-appraise their investment priorities and increase spending on technological innovation over the next few years. - [The Positive Influence of Technology on UK Wealth Management: Findings from a series of Roundtables](https://objectway.com/resources/38809/?tmstv=1786308529) - Compeer and Objectway have teamed up to host a series of roundtables on issues of growing concern to the UK wealth management industry. A variety of viewpoints were shared, providing insights into how the industry operates at different levels of the AUM spectrum. - [OwinSightJun24_Dach_D_1.0.0 (1)](https://objectway.com/resources/38841/?tmstv=1786308529) - [OwinSightJun24_Ita_D_1.0.1](https://objectway.com/resources/38803/?tmstv=1786308529) - [OwinSightJun24_Uk_D_1.0.0](https://objectway.com/resources/38779/?tmstv=1786308529) - [OwinSightJun24_Ceo_D_1.0.0](https://objectway.com/resources/38777/?tmstv=1786308529) - [Objectway OWINSight – June 2024 – Canada](https://objectway.com/resources/38751/?tmstv=1786308529) - [Objectway OWINSight – June 2024 – Canada](https://objectway.com/resources/38748/?tmstv=1786308529) - [The swiss wealthtech landscape report 2021](https://objectway.com/resources/21976/?tmstv=1786308529) - Very few firms have been able to implement a real digital transformation of their business. Discover how the determination to embrace technology can add value and bring projects to success. - [ESG beyond equities](https://objectway.com/resources/22755/?tmstv=1786308529) - As Wealth Advisors or Investment Managers, you have managed to achieve good returns for your clients over the past few years, certainly considerably better than the traditional savings institutions such as banks and insurance companies. Technology enables to focus your valuable time and effort. - [Wealthtech report 2022](https://objectway.com/resources/22857/?tmstv=1786308529) - Firms will be looking at end-to-end customer experience optimization, operational flexibility and innovation. The key to outperform in 2022 and beyond is providing cutting-edge technology that meets the needs of both end-customers and the business itself, while enabling cost optimization and platform consolidation on the cloud. - [Change in private wealth management](https://objectway.com/resources/30791/?tmstv=1786308529) - The paper highlights the main changes that are shaping the private wealth management ecosystem and all the challenges to be faced in the coming years, involving a demographic and technological evolution. - [Customer experience: The battleground for growth](https://objectway.com/resources/31797/?tmstv=1786308529) - The battle plan to win on customer experience aims to create a “wow” moment, involving an omni-opti-channel and an improved hybrid operating model. - [The swiss wealthtech landscape report 2022](https://objectway.com/resources/31805/?tmstv=1786308529) - Ramazan Celikoz, Business Development and Sales Director DACH region at Objectway, decodes the demand for access to wealth management from affluent investors. - [The wealthtech report 2023](https://objectway.com/resources/32245/?tmstv=1786308529) - Tariq Khan, Director of Client Services at Objectway, looks at how technology has a beneficial impact on operational efficiency, adding positively to the bottom line. - [New hope for growing your wealth management business](https://objectway.com/resources/21975/?tmstv=1786308529) - Leveraging a fully integrated Client Lifecycle Management solution, to increase front-office productivity, improving wealth retention strategy and focusing on high value tasks to enable a significant growth. - [Unlocking opportunity in challenging times: innovation in European Financial Services](https://objectway.com/resources/37022/?tmstv=1786308529) - Objectway is delighted to present this joint publication with GlobalData, based on the GlobalData’s annual surveys of financial services companies from around the world. - [Setting The Digital Agenda for the next normal](https://objectway.com/resources/37000/?tmstv=1786308529) - The following report was commissioned by Objectway and conducted by Compeer to understand the digital agenda for the next normal in UK Wealth Management. - [Risk and ESG-aligned Portfolios](https://objectway.com/resources/37028/?tmstv=1786308529) - How to establish proper management guidelines of ESG components within a risk-aware investment process to create benefits for the customer and investment opportunities that are both MiFID II and ESG compliant. - [Building Operational Resilience](https://objectway.com/resources/36974/?tmstv=1786308529) - This online survey, completed by European and UK Wealth & Investment Managers, assesses how financial institutions are managing their Operational Resilience plan during and following the COVID-19 pandemic. Whether we like it or not, Operational Resilience is coming: the first deadline of 31st March 2022 is approaching rapidly. - [Exploring Outsourcing Trends](https://objectway.com/resources/23430/?tmstv=1786308529) - This online survey, completed by Private Bankers, Wealth & Investment Managers, aims to outline the recent outsourcing trends and how to reap the benefits. - [The Swiss WealthTech Landscape Report 2024](https://objectway.com/resources/36762/?tmstv=1786308529) - Karl im Brahm, Objectway CEO DACH Region and Ramazan Çeliköz, Objectway Head of Sales and Business Development DACH Region, feature the Swiss WealthTech Landscape Report 2024 to provide you with a Solutions Overview on Objectway Platform main layers and benefits. - [WealthTech 2024 Annual Report](https://objectway.com/resources/36675/?tmstv=1786308529) - Roger Portnoy, Objectway Chief Strategy Officer, explores the positive connection between AI and explainability through multiple use cases to enable banks, wealth and asset managers to harness opportunities and operationalise AI effectively. - [Sustainable Digital Change: a must have to improve customer experience](https://objectway.com/resources/34394/?tmstv=1786308529) - The following report was commissioned by Objectway and executed by Compeer. The key findings are based upon a series of face-to-face interviews conducted with a variety of UK wealth firms. - [Consumer Duty: The Pathway to good Customer Outcomes](https://objectway.com/resources/35669/?tmstv=1786308529) - According to latest FCA’s Duty firms have to understand their clients’ needs and ensure a higher level of client protection by establishing appropriate systems and controls to provide their clients with good, proven outcomes. - [Using digital change to enable front-office scalability](https://objectway.com/resources/23791/?tmstv=1786308529) - Firms that spend more on IT and Operations per front office professional see a greater average managed revenue per each professional and greater profit margins - [Digitisation in practice: Transforming Investment Services for affluent clients](https://objectway.com/resources/19416/?tmstv=1786308529) - Transform investment services for affluent clients, provide wealth and investment managers with valuable, actionable insights into the digitisation trend. - [Building Operational Resilience](https://objectway.com/resources/35540/?tmstv=1786308529) - Whether we like it or not Operational Resilience is coming. Ensure your organisation is well prepared for future disruption. - [Outperforming in wealth management in 2022 and beyond](https://objectway.com/resources/35523/?tmstv=1786308529) - The Wealth Management industry has experienced an exponential digital transformation. - [Attracting IFAs assets
with a digital-first advice model](https://objectway.com/resources/24799/?tmstv=1786308529) - Standardize the generation of personalized recommendations through different branches - [Unveiling the benefits of business process automation](https://objectway.com/resources/32279/?tmstv=1786308529) - Increasing digital innovation to upgrade operational efficiency - [Are you developing a Hyper-Personalised strategy?](https://objectway.com/resources/19333/?tmstv=1786308529) - Domestic and overseas Wealth Investment Managers unveil how they are leveraging hyper-personalisation to increase the customer base and ensure their future growth. - [The rise of ESG in wealth management](https://objectway.com/resources/21361/?tmstv=1786308529) - How are ESG issues impacting the wealth management sector today? What has been achieved so far, what are the opportunities and threats, and what is still to be done? - [The UK Wealthtech Landscape Report 2022](https://objectway.com/resources/27204/?tmstv=1786308529) - Providing digital-first approach and ease of use is and will be more and more a key factor of choice, says Alberto Cuccu, Chief Solution Officer at Objectway. - [Forecasting the future: technology and investment in wealth management](https://objectway.com/resources/25537/?tmstv=1786308529) - Identify the key changes in wealth management firms' digital strategies and their impact on client services, based on face-to-face interviews conducted with UK Wealth Management firms - [Digitising CLM to Improve Front-office Efficiency](https://objectway.com/resources/19278/?tmstv=1786308529) - Leveraging a fully integrated Client Lifecycle Management solution, to increase front-office productivity, improving wealth retention strategy and focus on high value tasks to enable a significant growth. - [How to become a leading digitally-enabled Wealth Manager](https://objectway.com/resources/19311/?tmstv=1786308529) - Our customer leveraged the open and scalable Objectway WealthTech Suite with its modular and integrated components, following an incremental approach to digital transformation, to fast-forward pursue innovation and maintain leadership over time. - [Leveraging Centralized Cloud Mifid II Advisory](https://objectway.com/resources/22954/?tmstv=1786308530) - Standardize the generation of personalized recommendations through different branches - [Bridging the expectations gaps in Wealth Management](https://objectway.com/resources/19300/?tmstv=1786308530) - An ongoing market analysis with insights on the challenges and technologies that will forge tomorrow’s landscape for Wealth Management firms. - [Are you ready to fill the digital gap?](https://objectway.com/resources/19375/?tmstv=1786308530) - Building the necessary infrastructure to get through a digitalised world and keep up with the latest technology is crucial for any business willing to still be competitive - [Are you ready for ESG?](https://objectway.com/resources/19344/?tmstv=1786308530) - UK Wealth Investment Management industry unveil what stage has reached in terms of ESG integration, within a risk aware investment process and the implications on the digital experience. - [Digital Engagement and Collaboration in Wealth and Investment Management](https://objectway.com/resources/19405/?tmstv=1786308530) - The hype, the reality and the future: the latest digital engagement and collaboration trends, the challenges and the opportunities for the growth, management and preservation of client wealth. - [Squaring the Circle: improving the quality of service and cost-to-income ratio](https://objectway.com/resources/19397/?tmstv=1786308530) - Face-to-face interviews and questionnaires investigate the background of Wealth Management firms, the quality of service and how to improve profitability. - [The Wealth Management Firm of 2025](https://objectway.com/resources/19386/?tmstv=1786308530) - Investigating the key issues firms are currently facing, where improvements are required and how they believe the industry will evolve over the next five years, forming an image of the Wealth Management firm of 2025. - [Senior Leaders ESG Forum](https://objectway.com/resources/19322/?tmstv=1786308530) - A group of leading Wealth Management firms discussed the opportunities and challenges associated with ESG investing in the inaugural meeting of The Senior Leaders ESG Forum. - [Are you really engaging with your clients?](https://objectway.com/resources/19364/?tmstv=1786308530) - Demand for digital engagement is amplified by external events like the current coronavirus pandemic and resulting lockdown measures. Filling the digital gap is now imperative. - [Risk Driven Model Portfolios Management](https://objectway.com/resources/35368/?tmstv=1786308530) - Benefit from a robust methodological approach to efficiently generate model portfolios, eliminating operational errors and reducing processing time from minutes to seconds. - [Setting up a new bank: integrating technologies and competencies](https://objectway.com/resources/30172/?tmstv=1786308530) - Download now the case study to know more about how the Objectway Banking Solution was implemented for the migration strategy of a leading German private bank. - [How advanced is your digital customer experience](https://objectway.com/resources/32116/?tmstv=1786308530) - This survey, completed by Wealth & Investment Managers, aims to outline the recent CX trends and how to reap the benefits. - [Digitising CLM to Improve Front-office Efficiency](https://objectway.com/resources/30802/?tmstv=1786308530) - Leveraging a fully integrated Client Lifecycle Management solution, to increase front-office productivity, improving wealth retention strategy and focus on high value tasks to enable a significant growth. ## Categories - [Uncategorized GLO](https://objectway.com/category/uncategorized-glo/) - [Awards](https://objectway.com/category/article-genitore/awards-glo/) - [Article](https://objectway.com/category/article-genitore/article-glo/) - [Event](https://objectway.com/category/event-glo/) - [Webinar](https://objectway.com/category/webinar-glo/) - [Press Release](https://objectway.com/category/article-genitore/media-release-glo/) - [Success Story](https://objectway.com/category/success-story-glo/) - [Upcoming](https://objectway.com/category/upcoming/) - [download-form](https://objectway.com/category/download-form/) - page with download item preview and form to capture prospect - [HR Events](https://objectway.com/category/hr-events/) - [Upcoming-HR](https://objectway.com/category/upcoming-hr/) - [#Api](https://objectway.com/category/api/) - [#ArtificialIntelligence](https://objectway.com/category/artificialintelligence/) - [#Automation](https://objectway.com/category/automation/) - [#BackOffice](https://objectway.com/category/backoffice/) - 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[#DigitalEngagement](https://objectway.com/category/digitalengagement/) - [#Digitalisation](https://objectway.com/category/digitalisation/) - [#Esg](https://objectway.com/category/esg/) - [#FrontOffice](https://objectway.com/category/frontoffice/) - [#HybridAdvisory](https://objectway.com/category/hybridadvisory/) - [#HyperPersonalisation](https://objectway.com/category/hyperpersonalisation/) - [#Idd](https://objectway.com/category/idd/) - [#Insurance](https://objectway.com/category/insurance-2/) - [#Microservices](https://objectway.com/category/microservices/) - [#Mifid](https://objectway.com/category/mifid/) - [#Mobileapp](https://objectway.com/category/mobile-app/) - [#Offeringevolution](https://objectway.com/category/offeringevolution/) - [#Onboarding](https://objectway.com/category/onboarding/) - [#OneObjectway](https://objectway.com/category/oneobjectway/) - [#OpenFinance](https://objectway.com/category/openfinance/) - [#Owin](https://objectway.com/category/owin/) - [#PortfolioManagement](https://objectway.com/category/portfoliomanagement/) - [#PortfolioOptimisation](https://objectway.com/category/portfoliooptimisation/) - [#Regtech](https://objectway.com/category/regtech/) - [#RiskManagement](https://objectway.com/category/riskmanagement/) - [#RoboAdvisory](https://objectway.com/category/roboadvisory/) - [#Scalability](https://objectway.com/category/scalability/) - [#Smcr](https://objectway.com/category/smcr/) - [#Sustainability](https://objectway.com/category/sustainability/) - [#Sustainableinnovation](https://objectway.com/category/sustainable-innovation/) - [#Workspace](https://objectway.com/category/workspace/) - [About Objectway](https://objectway.com/category/blog-genitore/about-objectway-blog/) - [Advisory](https://objectway.com/category/blog-genitore/advisory-blog/) - [Artificial Intelligence](https://objectway.com/category/blog-genitore/artificial-intelligence-blog/) - [Business Reconfiguration](https://objectway.com/category/blog-genitore/business-reconfiguration-blog/) - [Customer Experience](https://objectway.com/category/blog-genitore/customer-experience-blog/) - [Digital Transformation](https://objectway.com/category/blog-genitore/digital-transformation-blog/) - [Innovation](https://objectway.com/category/blog-genitore/innovation-blog/) - [Insurance](https://objectway.com/category/blog-genitore/insurance-blog/) - [Market Trends](https://objectway.com/category/blog-genitore/market-trends-blog/) - [Open Banking](https://objectway.com/category/blog-genitore/open-banking-blog/) - [Performance & Risk](https://objectway.com/category/blog-genitore/performance-risk-blog/) - [Podcast](https://objectway.com/category/podcast/) - [Regulation](https://objectway.com/category/blog-genitore/regulation-blog/) - [Technology](https://objectway.com/category/blog-genitore/technology-blog/) - [Video Interview](https://objectway.com/category/video-interview/) - [Blog](https://objectway.com/category/blog/) - [BLOG GENITORE](https://objectway.com/category/blog-genitore/) - [ARTICLE GENITORE](https://objectway.com/category/article-genitore/) - [PODCAST GENITORE](https://objectway.com/category/podcast-genitore/) - [OWIN23](https://objectway.com/category/podcast-genitore/owin23-podcast/) - [Perfomance & Risk](https://objectway.com/category/podcast-genitore/performance-risk-podcast/) - [Market Trends](https://objectway.com/category/podcast-genitore/market-trends-podcast/) - [Regulation](https://objectway.com/category/podcast-genitore/regulation-podcast/) - [Advisory](https://objectway.com/category/podcast-genitore/advisory-podcast/) - [Customer Experience](https://objectway.com/category/podcast-genitore/customer-experience-podcast/) - [Augmented Intelligence](https://objectway.com/category/podcast-genitore/augmented-intelligence-podcast/) - [OWIN232](https://objectway.com/category/podcast-genitore/owin23-2-podcast/) - [Market Trends 2](https://objectway.com/category/podcast-genitore/market-trends-2-podcast/) - [Market Trends 3](https://objectway.com/category/podcast-genitore/market-trends-3-podcast/) - [Market Trends 4](https://objectway.com/category/podcast-genitore/market-trends-4-podcast/) - [OWIN26](https://objectway.com/category/podcast-genitore/owin26-podcast/) - [OWIN26 interview](https://objectway.com/category/owin26-interview/) ## Tags - [ESG](https://objectway.com/tag/esg/) - [survey](https://objectway.com/tag/survey/) - [#wealth-management](https://objectway.com/tag/wealth-management/) - [ITA](https://objectway.com/tag/ita/) - [GLO](https://objectway.com/tag/glo/) - [UK](https://objectway.com/tag/uk/) - [ITA](https://objectway.com/tag/ita-it/) - [advisory](https://objectway.com/tag/advisory/) - [wealthtech suite](https://objectway.com/tag/wealthtech-suite/) - [#market-trends](https://objectway.com/tag/market-trends/) - [#wealth-management-trends](https://objectway.com/tag/wealth-management-trends/) - [#client-relationship](https://objectway.com/tag/client-relationship/) - [#innovation](https://objectway.com/tag/innovation/) - [#digital-transformation](https://objectway.com/tag/digital-transformation/) - [#digital-change](https://objectway.com/tag/digital-change/) - [#financial-planning](https://objectway.com/tag/financial-planning/) - [#digital-advisory](https://objectway.com/tag/digital-advisory/) - [#mifid2](https://objectway.com/tag/mifid2/) - [#compliance](https://objectway.com/tag/compliance/) - [#one-objectway](https://objectway.com/tag/one-objectway/) - [#about-objectway](https://objectway.com/tag/about-objectway/) - [#outsourcing](https://objectway.com/tag/outsourcing/) - [#investmentmanagers](https://objectway.com/tag/investmentmanagers/) - [#markettrends](https://objectway.com/tag/markettrends/) - [#portfoliomanagement](https://objectway.com/tag/portfoliomanagement/) - [#digitaltransformation](https://objectway.com/tag/digitaltransformation/) - [#cloud](https://objectway.com/tag/cloud/) - [#sponsor](https://objectway.com/tag/sponsor/) - [#oneobjectway](https://objectway.com/tag/oneobjectway/) - [#pmac2022](https://objectway.com/tag/pmac2022/) - [#iiac](https://objectway.com/tag/iiac/) - [#softwaredevelopment](https://objectway.com/tag/softwaredevelopment/) - [#europeanfinancesummit](https://objectway.com/tag/europeanfinancesummit/) - [#luxembourg](https://objectway.com/tag/luxembourg/) - [#customerexperience](https://objectway.com/tag/customerexperience/) - [#parkwell](https://objectway.com/tag/parkwell/) - [#bpo](https://objectway.com/tag/bpo/) - [#efficienza](https://objectway.com/tag/efficienza/) - [#hybridadvisory](https://objectway.com/tag/hybridadvisory/) - [#retailbanking](https://objectway.com/tag/retailbanking/) - [#digitalfinanceforum](https://objectway.com/tag/digitalfinanceforum/) - [#finland](https://objectway.com/tag/finland/) - [#pimfa](https://objectway.com/tag/pimfa/) - [#TBSCONFLUX23](https://objectway.com/tag/tbsconflux23/) - [#privatebanking](https://objectway.com/tag/privatebanking/) - [#wealthtechdaylux](https://objectway.com/tag/wealthtechdaylux/) - [#blockchain](https://objectway.com/tag/blockchain/) - [#criptovalute](https://objectway.com/tag/criptovalute/) - [#CeTIF](https://objectway.com/tag/cetif/) - [#nagelmackers](https://objectway.com/tag/nagelmackers/) - [#amsterdam](https://objectway.com/tag/amsterdam/) - [#TBSCONF23AMS](https://objectway.com/tag/tbsconf23ams/) - [#sustainableinnovation](https://objectway.com/tag/sustainableinnovation/) - [#salonedelrisparmio](https://objectway.com/tag/salonedelrisparmio/) - [#financialservices](https://objectway.com/tag/financialservices/) - [#compeer](https://objectway.com/tag/compeer/) - [#wealthmanagers](https://objectway.com/tag/wealthmanagers/) - [#wealthtech](https://objectway.com/tag/wealthtech/) - [#fintechglobal](https://objectway.com/tag/fintechglobal/) - [#finance](https://objectway.com/tag/finance/) - [#sustainability](https://objectway.com/tag/sustainability/) - [#owin23](https://objectway.com/tag/owin23/) - [#accuro](https://objectway.com/tag/accuro/) - [#investmentmanagement](https://objectway.com/tag/investmentmanagement/) - [#objectwayplatform](https://objectway.com/tag/objectwayplatform/) - [#sdr23](https://objectway.com/tag/sdr23/) - [#sostenibilità](https://objectway.com/tag/sostenibilita/) - [#unblu](https://objectway.com/tag/unblu/) - [#ai](https://objectway.com/tag/ai/) - [#amtechday](https://objectway.com/tag/amtechday/) - [#bigdata](https://objectway.com/tag/bigdata/) - [#cybersecurity](https://objectway.com/tag/cybersecurity/) - [#clientengagement](https://objectway.com/tag/clientengagement/) - [#artificialintelligence](https://objectway.com/tag/artificialintelligence/) - [#bpaas](https://objectway.com/tag/bpaas/) - [#technology](https://objectway.com/tag/technology/) - [#globaldata](https://objectway.com/tag/globaldata/) - [#businessreconfiguration](https://objectway.com/tag/businessreconfiguration/) - [#ifa](https://objectway.com/tag/ifa/) - [#assetmanagement](https://objectway.com/tag/assetmanagement/) - [#hyperpersonalisation](https://objectway.com/tag/hyperpersonalisation/) - [#automation](https://objectway.com/tag/automation/) - [#frontofficeproductivity](https://objectway.com/tag/frontofficeproductivity/) - [#operationalresilience](https://objectway.com/tag/operationalresilience/) - [#fintech](https://objectway.com/tag/fintech/) - [#scalability](https://objectway.com/tag/scalability/) - [#gartner](https://objectway.com/tag/gartner/) - [#thewealthmosaic](https://objectway.com/tag/thewealthmosaic/) - [#fca](https://objectway.com/tag/fca/) - [#openjobpositions](https://objectway.com/tag/openjobpositions/) - [#careers](https://objectway.com/tag/careers/) - [#fundadministration](https://objectway.com/tag/fundadministration/) - [#regulation](https://objectway.com/tag/regulation/) - [#bankingadministration](https://objectway.com/tag/bankingadministration/) - [#securities](https://objectway.com/tag/securities/) - [#transactions](https://objectway.com/tag/transactions/) - [#posttradeprocess](https://objectway.com/tag/posttradeprocess/) - [#depositarybanks](https://objectway.com/tag/depositarybanks/) - [#assetmanagers](https://objectway.com/tag/assetmanagers/) - [#privatebanks](https://objectway.com/tag/privatebanks/) - [#financialinstitutions](https://objectway.com/tag/financialinstitutions/) - [#partnership](https://objectway.com/tag/partnership/) - [#businessgrowth](https://objectway.com/tag/businessgrowth/) - [#nestwealth](https://objectway.com/tag/nestwealth/) - [#riskmanagement](https://objectway.com/tag/riskmanagement/) - [#offeringevolution](https://objectway.com/tag/offeringevolution/) - [#fia](https://objectway.com/tag/fia/) - [#machinelearning](https://objectway.com/tag/machinelearning/) - [#pmac](https://objectway.com/tag/pmac/) - [#sgr](https://objectway.com/tag/sgr/) - [#digitalizzazione](https://objectway.com/tag/digitalizzazione/) - [#distributorportal](https://objectway.com/tag/distributorportal/) - [#backoffice](https://objectway.com/tag/backoffice/) - [#efficiency](https://objectway.com/tag/efficiency/) - [#wealthmanagementtrends](https://objectway.com/tag/wealthmanagementtrends/) - [#goodacre](https://objectway.com/tag/goodacre/) - [#engineering](https://objectway.com/tag/engineering/) - [#stem](https://objectway.com/tag/stem/) - [#clientexperience](https://objectway.com/tag/clientexperience/) - [#datascience](https://objectway.com/tag/datascience/) - [#economics](https://objectway.com/tag/economics/) - [#clm](https://objectway.com/tag/clm/) - [#clientonboarding](https://objectway.com/tag/clientonboarding/) - [#portfoliooptimisation](https://objectway.com/tag/portfoliooptimisation/) - [#operationalefficiency](https://objectway.com/tag/operationalefficiency/) - [#softwareasaservice](https://objectway.com/tag/softwareasaservice/) - [#workplace](https://objectway.com/tag/workplace/) - [#ourculture](https://objectway.com/tag/ourculture/) - [#sma](https://objectway.com/tag/sma/) - [#owin26](https://objectway.com/tag/owin26/) ## Project Categories - [Case Study](https://objectway.com/project-type/case-study/) - [Analyst Research](https://objectway.com/project-type/analyst-research/) - [PAPER](https://objectway.com/project-type/paper/) - [SURVEY REPORT](https://objectway.com/project-type/survey-report/) - [PODCAST GENITORE](https://objectway.com/project-type/podcast-genitore/) - [owin23](https://objectway.com/project-type/owin23-podcast/) ## Download Categories - [case study](https://objectway.com/?dlm_download_category=case-study) - [ANALYST RESEARCH](https://objectway.com/?dlm_download_category=research) - [paper](https://objectway.com/?dlm_download_category=paper) - [survey report](https://objectway.com/?dlm_download_category=survey-report) ## Download Tags - [Objectway + Compeer](https://objectway.com/?dlm_download_tag=objectway-compeer) - [Objectway + EFMA](https://objectway.com/?dlm_download_tag=objectway-efma) - [Objectway + The Wealth Mosaic](https://objectway.com/?dlm_download_tag=objectway-the-wealth-mosaic)