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)