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End-to-end digital advisory

17 Ottobre 2019 – Modelli e strategie diventano proposte di investimento personalizzate. Come? Grazie alla WealthTech Suite di Objectway che permette di digitalizzare completamente il processo di advisory.

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Agenda

17 Ottobre 2019

16:30 – 18:30

End-to-end digital advisory

Objectway

16:30 – 16:45

Registrazione

16:45 – 16:50

Benvenuto

Gianbattista Geroldi, CEO Italy Objectway

16:50 – 17:00

Esigenze delle reti di consulenza

Michele Tanzi, Client Solution Director Objectway

17:00 – 17:10

Strategie di asset allocation. La costruzione di modelli e strategie a supporto dei processi di advisory

Marco Migliorin, Senior Business Consultant

17:10 – 17:40

Strumenti di mass advisory e personalizzazione

Antonella Salomone, Business Consultant Objectway

 

Adeguatezza: dietro le quinte di una proposta ottimizzata

Michele Pennacchio, Senior Business Consultant Objectway

17:40 – 18:00

Condivisione, verifica e condivisione delle proposte di investimento con il cliente

Ivana Giampetruzzi, Business Consultant Objectway

18:00 – 18:15

WealthTech on cloud: adottare rapidamente una nuova piattaforma di advisory ad elevate prestazioni

Lorenzo Pagnin, Chief Technology Officer Objectway

18:15 – 18:20

Wrap up & Closing

Michele Tanzi, Client Solution Director Objectway

18:20

Cocktail

Event Information

17 Ottobre 2019, Enterprise Hotel, Corso Sempione 91, Milano

L’iscrizione è soggetta a disponibilità dei posti e si intenderà effettiva solo ad avvenuta conferma da parte della segreteria organizzativa.

Speaker

Portrait Gianbattista Geroldi

Gianbattista Geroldi

Gianbattista leads Objectway’s Italian business and is part of the board of directors of the group, as CEO Italy. With more than 20 years of experience in the financial services industry, Gianbattista held senior management position in investment service software company before joining Objectway. He has successfully driven the operation and sales of several business across the wealth and asset management industry, consolidating the leadership of Objectway’s solutions in the Italian market.

Portrait Michele Tanzi

Michele Tanzi

Graduated in Computer Science at the University of Bari, he immediately specialized in the analysis and design of software systems for finance and online trading. In 2003 he joined Objectway, where he immediately realized an innovative and complex private wealth management project. After having coordinated and led to success different Private and Premier Banking projects in Italy and Europe, since 2011 he has been Client Solutions Director, develops and supports Objectway’s software platforms for multichannel financial consulting processes and personal financial planning.