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.
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
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.
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.
