Switzerland

F10 Partner Event: Increasing efficiency with Client Portals

3/11/2022

If you are working in Wealth Management and would want to exchange about innovation and digitalisation of the industry, this event is for you.

Dorsum will share their story of collaboration with Sarasin’s Hadley Simons as their guest of honour. You will get a behind-the-scenes look at their recently deployed Client Portal, and learn about the project from the original client needs and challenges all the way up to go-live and beyond.

Join us for the session, take part in the discussion and network during the informal part of the event where food and drinks will be provided on site.

Sign up here!

About the speakers:

Hadley Simons, Chief Operating Officer – Client Affairs; Sarasin & Partners

A financial services professional with extensive experience of running client-facing and operational departments and delivering strategic change. Has developed a reputation for successfully overhauling and stabilising businesses, transforming financials, and delivering top client experience. Through various roles held at both Investment and Private Banks, understands the role an effective COO plays in an organisation and now specialises in this area. Is particularly aware of the current regulatory landscape and the potential benefits of well executed technology in the HNW/UHNW space.

Ákos Szalay, Head of Product Management – Dorsum

Ákos was a part of the team developing Dorsum's 'Wealth Portal' product and has been working on perfecting our client-facing solution ever since. He's responsible for multiple publications on digital investments and Millennials' behaviour towards investing. Ákos is currently leading the business analyst team on the implementation project for Sarasin & Partners.

About Dorsum:

Dorsum aims to help wealth managers across Europe to retain and broaden their clientele, increase their efficiency, and keep up with the latest technological trends. They are the leading investment software provider in the CEE region serving 80+ clients (including KBC, Erste, Intesa, Raiffeisen, etc.) in 10 countries and are rapidly expanding to new markets.


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