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Remote Services in Wealth Management

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Dorsum’s corporate vision is to be Europe’s top investment software & solutions provider for investment and wealth management service firms

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Wealth Portal

The Wealth Portal is not only an online portal through which clients can check all the information and data of the composition and performance of their investment portfolio, but also a platform for digital communication. The portal is available as a native iOS and Android mobile app or in a...

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by Dorsum
| 25/05/2022 12:00:00

Download our White Paper: Remote services in wealth management – 5 essential areas to focus on in an isolated, digital only world

In our new paper we examined the necessity of having to offer traditional services remotely, focusing on five key elements of digitization in a remote service world.

Key Take-Aways Of Our White Paper:
Between 2008 and 2018, the number of branches decreased by 27%

In 2019 85% of over 15,000 global business confirmed that greater location flexibility lead to an increase in productivity

49% of those questioned indicate that messaging and communication abilities are the most important features provided by wealth management app

Blockbuster video valued at $8.4 billion at its height, Netflix at $65

By 2019, 5.11 billion people had mobiles, with Americans spending more than 5 hours of their day on the device

The 150% growth rate of UK neobanks outpaces the 2% and 1% growth of challenger banks and incumbent respectively

Click the image below to access and download the full report.