Per concludere la nostra serie relativa ai servizi cross border, Omar Gallina racconta quali sono i punti fondamentali per dare corso alla implementazione di tale progetto, tra competenze informatiche, finanziarie, normative e molto altro

Nel podcast odierno, Nicola Pepè racconta l'aumento del numero delle transazioni cross border e l'interesse del mercato verso la materia

Insieme a Michele Tanzi, approfondiamo il contesto quotidiano della consulenza patrimoniale e le sfide future di istituzioni, consulenti e investitori.

Gianbattista Geroldi, CEO Italia di Objectway, racconta la sua esperienza nel mercato dei servizi finanziari e la trasformazione che la consulenza patrimoniale ha avuto negli ultimi anni.

Back at it again, with the last episode of this season! Vladimir Dimitroff, on the trail of last week's episode, discusses what does it take to excel in Customer Experience. Are you ready to excel?

Vladimir Dimitroff poses a challenging question in the latest episode of our podcast. Listen to discover what your clients expect form you and how you can provide the best experience for them. Are you ready to manage their customer experience as effectively as you manage their wealth?

Making the client feel good is fine, but making them feel unique is the ultimate experience. Enjoy the latest episode from Dr Alexander Cassar and figure out what is really important to stand out in the wealth management industry

David Wilson, on today’s episode, evaluates the impact of the recent pandemic on wealth management firms. Technology, fees, AUM, digital services, and overall the client experience: how all of these have been impacted?

On today's episode, Tariq Khan will shed light on how to achieve a better client experience. What do clients now expect from firms?