Watch our Dorsum ESG Direct webinar to see how our company helps financial advisers fit ESG investing steps into their advisory workflow, from data gathering to automated sustainable investment recommendations to regulatory compliance.
In 30 minutes, you will learn about
- ESG client profiling with a customisable questionnaire.
- Regulatory product classification for investment products.
- Client satisfaction through investment recommendations.
If you are interested in our webinar, provide your details via the form below.
