Objectway - OWIN Talk

Back at it again, with the last episode of this season! Vladimir Dimitroff, on the trail of last week's episode, discusses what does it take to excel in Customer Experience. Are you ready to excel?

Vladimir Dimitroff poses a challenging question in the latest episode of our podcast. Listen to discover what your clients expect form you and how you can provide the best experience for them. Are you ready to manage their customer experience as effectively as you manage their wealth?

Making the client feel good is fine, but making them feel unique is the ultimate experience. Enjoy the latest episode from Dr Alexander Cassar and figure out what is really important to stand out in the wealth management industry

David Wilson, on today’s episode, evaluates the impact of the recent pandemic on wealth management firms. Technology, fees, AUM, digital services, and overall the client experience: how all of these have been impacted?

On today's episode, Tariq Khan will shed light on how to achieve a better client experience. What do clients now expect from firms?

A new start for our podcast, on Client Experience. Phil Hales introduces how wealth managers are adapting to a digital world, presenting the digital transformation as a journey, not as a destination.

Investors differ in how they balance long-term risk and reward. Jurgen Vandenbrouck PhD, managing director at EveryoneInvested, analyses how hyper-personalization can help to define risk profile.

Third episode of the season, together with Koen Goossens, tackling one big challenge: how can wealth managers achieve Hyper-Personalization?

It's not about the different features you offer to clients, but it’s about providing the right feature to the right client at the right moment. Kurt Vanhee analyzes in which direction wealth managers should go.

Can hyper-personalization be adopted also in wealth & investment management? Alberto Cuccu responds. Today marks the start of our third podcast season, dedicated to #hyperpersonalization. More to come in the following weeks

For the closing episode of this season David Zammit, Managing Director at Zeta, argues on the latest statement issued by ESMA regarding transparency requirements. Will this enhance ESG Investing?

On today's podcast Bart Turtelboom, chairman at Delphos International, speaks about structured products and the impact of ESG on such markets. What will drive the structured product markets?

On today's episode, together with Ashley Longabaugh, Senior Wealth Management Analyst at Celent, We will investigate the factors driving the popularity of ESG. Are Wealth Managers ready to face the increasing demand for sustainable investments?

Under the guidance of Tariq Khan, the current episode focus on the hot topic of the moment. Is ESG here for the long run or just a passing fad? Let's look at what is driving ESG.

This episode marks the start of the second season of our podcast. We will talk about ESG and related matters in the next weeks. Our first epiosde feature Michele Tanzi, to introduce us to theme. Dealing with the meaning of ESG investing, how the market is responding and the role of AI. Podcast available at: #WealthTech #ESG"

Our last episode on SMCR will host Jared Inkster, Director at King & Shaxson. We will focus on a real example, a Senior Manager with multiple roles. How should he behave?

Sean Lam, CEO of Walker Crips, analyses the responsibility that lies within senior managers, which are responsible for the firm's performance of its obligation under the employee certification regime.

Sean Lam, CEO of Walker Crips, guides us through the advent of SMCR and the shift happened, towards a new way of approving the SM functions. A focus on the power given to FCA, to certify or not certify individuals. Next week the second part of our podcast, with our guest Sean Lam

In the second episode we discussed why SMCR is essential for solo regulated firms and analyzed some of the challenges wealth managers have to face to be compliant. In this episode, we would like to further explore the key pain points of the SMCR.

On today's episode, Alexander Cassar will analyze how SMCR could be essential for solo-regulated firms