Track and centralise your latest
Simplify and speed up communication
with your partners.
Improve client satisfaction
and compliance level.
We regularly share our learning’s with influencers in the industry through speaking slots at key industry events
May: Vivatech (Paris), June: Fund Forum (Berlin), September: Drinks for our Live Testers (Paris), November: ESG & Impact Fun Forum (Amsterdam) & Wealth 2.0 (London), October: “Fintech +” (Zurich) with The LHoFT Luxembourg., November: Fintech tour (Frankfurt)
Jan: Paris Fintech Forum
Interview of Fidelity and BNP Paribas Wealth Management (Paris Fintech Forum 2019)
Debate with Jean Denis Bachot (Fidelity) & Martial Godet (BNP Paribas Wealth Management). 5 key factors of success in digitalisation of funds’distribution
1.Anticipation of Investors needs
2. Tailored fund information
3. 360° fund data – inc qualitative
4. Integration with existing tools
5. Great UX
We were delighted to moderate a panel at the Fund Forum ESG & Impact conference on the 20th November. Key topic: “How to build trust & engage with Professional Investors on the long term.”