How they describe themselves: mydesq helps wealth managers address challenges like Client Experience, Increasing Regulations, Shrinking Margins, Next Generation Clients, Digital Age…
Using the Swiss private banking heritage and cutting edge technology, our innovative solutions enable wealth managers to increase client experience, efficiency, and earnings while being compliant and reducing costs.
Spend more time focusing on client servicing and satisfaction instead of administrative and compliance tasks.
How they describe their product/innovation: 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 2 use cases: how wealth mangers can gain 70% efficiency by using our investment suitability, and how the creation of an investment recommendation campaign can be done effortlessly.
Product distribution strategy: Through financial institutions, licensed