WM Summit Wien
8th June 2021 – Objectway sponsors the WM Summit 2021 in Wien, organised by WM Gruppe.
8th June 2021
2:05pm – 2:35pm
Digitising Wealth Management for Tangible Customer and Shareholder Value
Jos Martens, Director of Sales and Business Development
After more than a year of virtual events, approximately 35 experts from the financial services industry met in Vienna during the WM Summit, to discuss topics ranging from Big Data, Artificial Intelligence, Data Analytics, Machine learning, Digitalisation, to tax reclaims, ESG and Taxonomy.
Our presentation focused on how to help prominent Wealth Managers engage with their clients, paying particular attention to hyper personalisation and how it is making its entry into wealth management via behavioural finance – used to both implement client profiling and deliver hyper personalised advisory.
Objectway is showcasing how to gain tangible customer and shareholder value by digitizing wealth management, through a real business case of a leading digitally enabled wealth manager who made the transition to digital precedence, benefitting from a hyper-personalised wealth management system.
Jos has been working for Objectway since 2006 in a number of international business development, sales and partner management roles. Today he is the Director Sales and Business Development for Benelux and Nordics areas.