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Tracking fintech, banking & financial services innovations since 1994
A look at the companies demoing live at FinovateEurope on February 11-13, 2020 in Berlin. Register today and save your spot.
Dorsum’s Wealth Management Communication HUB is a secure, real-time customer engagement channel that connects advisors to their clients.
Automated AI-driven notification system to free up human resources
Real-time client engagement to keep the personal touch
GDPR compliant digital document transfer and approval
Why It’s Great The Wealth Management Communication HUB allow advisors to reach the mass affluent and private segment with digital banking products without losing the personal touch.
Imre Rokob, Director of Bus. Dev. Rokob is responsible for the company’s expansion to new international markets. He is an experienced PMP certified project leader with strong IT and financial knowledge. LinkedIn
Gregory Csorba, Sr. Innovation Expert Csorba joined Dorsum’s Banking Innovation team in 2017, where he currently works as a Sr. Innovation Expert, specializing in automated and AI driven technologies. LinkedIn
Ákos Szalay, Sr. Innovation Consultant As Senior Innovation Consultant, running under the nickname “Mr. Simplicity” at Dorsum, Ákos’ main vision is creating simple and easy-to-use solutions for complicated business workflows. LinkedIn
One of Poland’s leading private banks, BNP Paribas Bank Polska, will deploy a new digital portfolio management solution from FinovateEurope Best of Show winnerDorsum. The bank will implement the Hungarian software company’s Wealth Management Platform to help give its advisors and wealth management relationship managers comprehensive wealth reporting, MiFID II compliant advisory workflows, as well as investment portfolio advisory.
Director of Brokerage House at BNP Paribas Bank Polska Emilia Jakubiak emphasized that the wave of digitization that is transforming the financial sector is as critical for financial services professionals as it is for customers. “It is not enough to focus only on the client facing platforms,” she said. “It is also important to give bank relationship managers a highly advanced and ergonomic digital platform for their everyday work. Dorsum’s solution will assist us in further improvement of our services and customer experience. ”
Jakubiak noted that the enhanced portfolio overview and MiFID 2 alignment in particular would enable advisors to “dedicate more attention to each customer which will additionally support the growth of the business in the investment segment.”
BNP Paribas Bank Polska is a member of the international BNP Paribas banking group. The institution, founded in 2015 and known previously as Bank BGZ BNP Paribas, offers savings, investment, and financing products to individual clients, and participates in the financing SMEs and corporate enterprises need in order to operate both in the Polish and international markets. The universal bank is listed on the Warsaw Stock Exchange.
“We are very proud that we have been chosen by another very prominent player in the European market,” Dorsum CEO Róbert Kő said. “BNP Paribas Bank Polska has positioned itself as potential market leader in the Polish private banking sector by embracing growth and innovation.”
At FinovateEurope earlier this year, Dorsum demonstrated its My Wealth app, which combines traditional and digital advisory processes to provide clients with a broader, more comprehensive view of their investments. The app features a self-learning chatbot, automatic portfolio notifications, and news, and supports the ability to reach out to the client’s financial advisor via a variety of channels.
Founded in 1996 and headquartered in Budapest, Dorsum works with more than 80 financial institutions, serving clients in 10+ countries and more than 8,000 individual users. A leading software company in the Central and Eastern European (CEE) market, Dorsum announced successfully implementing the new integrated securities account management system for Takarék Group in April. In March, the company won the SME Top 100 Silver Award in the Service Providers category at the Best Engines of the Economy conference series.
A look at the companies demoing live at FinovateEurope on February 12 through 14 in London, U.K. Register today and save your spot.
Dorsum is a multi-award winning, innovative investment software provider. The company presents its My Wealth solution for AI-driven hybrid advisory model in wealth management.
Clear and simple flow, making investments accessible to anyone
Ability to create your own thematic portfolio
AI-driven hybrid advisory model assisting a captivating user experience for clients.
Why it’s great My Wealth’s “Easy Invest” feature brings the complicated world of investments close to everyday people – helping you to expand your investment services clientele.
Imre Rokob, Director of Business Development
Rokob is responsible for the company’s expansion to new international markets. LinkedIn
Gergely Csorba, Senior Expert
Csorba has worked in various leadership roles at Sberbank Hungary’s International Corporate Banking departments. He also served as product and project manager of digital services at the Hungarian Post, and later, as Creative Editor of the Communications department.
Agnes Bati, International Project Assistant
Bati has a profound knowledge of the entire software delivery lifecycle and performs a variety of analytical and project supporting tasks. LinkedIn
Budapest, Hungary-based Dorsumlaunched a new wealth management mobile app this week. The investment software provider’s new My Wealth mobile app helps customers better understand and review their portfolio holdings, as well as make new investments with just a few taps. The app leverages gamification and an education marketplace toolkit to ensure that customers remain well-informed about basic investment concepts and principles. My Wealth also features a self-learning chatbot as well as the ability to request a human financial advisor to take over the conversation, giving users the benefits of both AI and human advisory.
Imre Rokob, Director of Business Development at Dorsum noted that innovations like the My Wealth app are driven largely by a combination of a shift in investing preferences and the arrival of non-financial participants in the investment arena. “Present-day investors want to manage their portfolios on the go while staying in control in an efficient and intuitive way,” Rokob explained. “I’m very proud that our continuous effort to revolutionize our B2B software offerings has resulted in a digital innovation offering a unique wealth management mobile application with the right balance between intelligent automation and a human approach.”
My Wealth not only helps bridge the gap between AI and human financial advice. The technology also helps investors bridge the gap between their actual and optimal investment portfolios. When this occurs, the app provides customers with a list of potential investments the user could make that would help bring the actual portfolio more in line with the optimal portfolio. Users can receive personalized notifications and news on the app, as well as set up a meeting for a call or chat with an advisor. The solution works for both iOS and Android, and can be readily integrated into any wealth management platform or system. While designed for customers, financial advisors can use the app to keep in touch with clients and to send personalized notes and advice, as well.
“Our exceptional solution merges with the traditional advisory and the digital advisory process into a hybrid model,” Dorsum CEO Robert Ko said. “Our software meets the digital expectations of the younger generations, ready to fight with robo disruptors and boost performance of personal financial advisors.”
Dorsum demonstrated its Botboarding platform at the inaugural FinovateMiddleEast 2018 conference earlier this year. The technology, which won the company a Best of Show award last year at FinovateEurope 2017, creates customer onboarding chatbots that combine natural language communication with traditional data collection and user profiling.
In addition to its Botboarding platform, Dorsum offers a client acquisition tool that supports client engagement with vivid presentations and a portfolio calculator that provides instant financial planning simulations, as well as its wealth management platform. With subsidiaries in Romania and Bulgaria, Dorsum includes Raiffeisen Bank International, Erste Bank, and Generali among its clients.
Dorsum is an innovative investment software provider. This time, Dorsum will present its enhanced botboarding platform which helps banks in the customer onboarding process.
Banking customer acquisition and account opening with a chatbot
Using workflows and IBM Watson-powered natural language processing
Real-time analytics and customization on a live infographic dashboard
Why it’s great
Botboarding shows how the usage of AI-based chatbots can boost customer acquisition rates and open new ways for account opening.
Thomas Buemsen, Managing Director – Middle East
Buemsen has over 20 years’ experience in banking, working across a number of different fields – mainly in investment banking, wealth management, and retail banking. LinkedIn
Agnes Bati, International Project Assistant
Bati has profound knowledge of the entire software delivery lifecycle by performing a variety of analytical and project supporting tasks. LinkedIn