Presentations

1. The data gold-mine you are sitting on: leveraging the transformative power of data analysis (download presentation)

Julian Webb
Global Head of Data Management & Analytics
DST Global Solutions

2. Next-generation client reporting (download presentation)

Urs Tanner
Chief Executive Officer
Assentis Technologies

3. Who cares about the cloud? (download presentation)

Roland Slee
Managing Director, APAC
Bravura Solutions

4. Learning from e-commerce business models to building innovation in wealth management (download presentation)

Andrew Au
Chief Executive Officer
AG Delta

5. Winning clients’ trust by a systematic risk management process (download presentation)

Jean-Luc Freymond
Chief Executive Officer
SAGE SA

6. Competence and versatility for excellence in wealth management

Urs-Peter Oehen
Co-Founder, Chairman & Chief Executive Officer
Expersoft Systems

For more information, please email Urs-Peter.Oehen@expersoft.com

7. The importance of tailored client communication: from pitch-books to client reporting (download presentation)

Bert-Jan van Essen
Head APAC
Assentis Technologies

Urs Tanner
Chief Executive Officer
Assentis Technologies

8. Potentially disruptive technologies in wealth management (download presentation)

Julian Webb
Global Head of Data Management & Analytics
DST Global Solutions

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