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Presenter Profile:

How they describe themselves: Dorsum is a multi-award winning, innovative investment software provider. Since our foundation in 1996, we have become a leading software company in the Central and Eastern European (CEE) region. Our software portfolio offers solution for every step of the customer journey of bank clients looking for investments, beginning with client acquisition and onboarding, continuing with relationship development and retention resulting in upselling.

Our clients came from capital markets and wealth management space, we support them with unique cooperation throughout the entire lifecycle of the products, which also includes managing their expectations in terms of functionality, time, and budget.

How they describe their product/innovation: My Wealth app is a unique solution as it merges the traditional and digital advisory process into a hybrid model. It brings a holistic 360-degree portfolio overview to clients and helps them understand the composition and historical progress of their portfolio.

It establishes a unique bridge between AI and personal advice. Clients can chat with a self-learning chatbot, receive automatic portfolio related notifications, news and documents. Additionally, they can request to reach their financial advisor on several channels. Thanks to the app, it has never been easier for financial advisors to stay in contact with their clients any place, any time.

Product distribution strategy: Direct to Business (B2B)

Contacts

Bus. Dev.: Imre Rokob, Director of Bus. Dev., imre.rokob@dorsum.eu
Press: PR Agency: Eszter Szőke, Eszter.Szoke@grayling.com, +36209743666
Company: Oliver Szocei, Marketing Manager, oliver.szocei@dorsum.eu, +3614873030