FinovateEurope 2020 / Dorsum
Presenter Profile:
How they describe themselves: Dorsum is a multi-award winning, innovative investment software provider. Since our foundation in 1996, we became a leading software company in the CEE region. Our investment software family offers versatile solutions to players in capital and wealth management markets. We support our clients with unique cooperation in terms of functionality, time and budget.
How they describe their product/innovation: Dorsum developed the newest member of its wealth management software family, the Wealth Management Communication HUB, to provide real-time customer engagement. The software includes a fully featured chat messaging system, along with an integrated chatbot. Through notification automation advisors can create personalized messages for any number of clients, meeting any type of pre-determined criteria, such as upcoming maturity dates, profit and loss thresholds or personalized greetings. Moreover, documents can be sent and signed through the system.
Product distribution strategy: Direct to Business (B2B)
Contacts
Bus. Dev.: Imre Rokob, Director of Bus. Dev., imre.rokob@dorsum.eu
Press: Olivér Szőcei, Marketing Manager, oliver.szocei@dorsum.eu
Website: dorsum.eu
LinkedIn: linkedin.com/company/dorsum
Presenters: Imre Rokob, Dir., Bus. Dev. | Gregory Csorba, Sr. Innovation Expert | Ákos Szalay, Sr. Innovation Consultant
HQ: Budapest, Hungary
Founded: April 1996
Product Demoed: Wealth Management Communication HUB
Metrics: 20+ years of experience in financial software development, 300 employees, 80+ financial institutions use our solutions serving more than 8000+ individual users, clients in 10+ countries and 4 offices in CEE
- Key Executives
Róbert Kő (CEO & Founder)
Key Stats
- Key Board Members
Gyula Csorba (Deputy CEO & Chief Strategy Officer), Gábor Lackó (Deputy CEO – Chief Financial and Operational Officer), Péter Sallai (CTO), Ilona Nádoryné Viga (HU Business Director), Imre Rokob (Director of Bus. Dev.), László Földesy (Partner)
- Key Partnerships
Oracle, Exceeders, Innovation Collider, Finastra, Avaloq, FXSoftware, Infront, PwC, , Microsoft, Thomson Reuters, Portfolio Financial, Detecon Consulting
- Key Customers
Raiffeisen Bank International, Banca Transilvania, Nova Banka, BNP Paribas, CIB Bank, Commerzbank, Erste Bank, BCR, ING Bank, MKB Bank, OTP Bank, Sperbank, Sopron Bank Burgenland, Hungarian State Treasury, Takarék Bank, Unicredit Tiriac Bank, Budapest Bank, Franklin Templeton Investments, Concorde Securities Ltd., Equilor Investment Ltd., Groupama, Generali, Uniqua, Signal, Wiener Börse AG, and many more