Digital transformation is advancing at high speed, transforming the financial industry. In this academy webinar, andrion - a Capco company - will present how fintechs can cooperate with each other to create better client experience.
Personalization, sustainability and financial goals like wealth protection are important for clients when it comes to investment decisions. Together with our fintech partners, we will demonstrate how to intelligently create and distribute client-specific investment proposals in the context of goal-based investing.
Our partners are: CREALOGIX, a pure play front-end provider, whose innovative technology enables financial institutions to fast-track digital transformation, and 3rd-eyes analytics, whose solution maximizes the probability that clients achieve their individual financial goals.
Through cooperation and by focusing on their core competencies, fintech partnerships can ensure optimal orchestration of client needs.
Join the next virtual andrion academy!
5:00 – 5:05 pm: Welcome and introduction, Roberto Zimmermann, Managing Partner, andrion
5:05 – 5:20 pm: Next level of fintech collaboration, Aniello Bove, Partner, Capco
5:20 – 5:50 pm: Hyper-personalization of wealth planning, Marc Mettler, Head Business Development, 3rd-eyes analytics
5:50 – 6:20 pm: Connecting the dots: Digital hub, René Raabe, Global Segment Sales Lead Wealth, CREALOGIX
6:20 – 6:30 pm: Summary and Q&A, Roberto Zimmermann, Managing Partner, andrion
Managing Partner, andrion
Head Business Development, 3rd-eyes analytics
Global Segment Sales Lead Wealth, CREALOGIX