mydesq is up next, with its solution to help wealth managers improve the client experience.
Imagine having your desktop in your hand; mydesq is a powerful workbench that allows wealth managers to work from anywhere, anytime.Simple and intuitive, it is tailored to your every need.We are demonstrating two use-cases: how wealth managers can gain 70% efficiency by using our investment suitability, and how the creation of an investment recommendation campaign can be done effortlessly.
Presenter Milan Vora, CEO & Founder, and Amit Gupta, VP Sales, Metadesign Solutions
Product Launch: February 2015
Product distribution strategy: Through financial institutions, licensed
HQ: Zurich, Switzerland
Metrics: $1 million raised; 7 employees