Video Interview from Expersoft Systems

Expersoft: A focus on client lifecycle management

Interview with Dominic Greenwood, Group COO, Expersoft

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Portfolio and asset management is a core functionality of PM1, supporting end-to-end processes such as account opening, advanced performance calculations, and sophisticated client reporting. The PM1 suite offers fully scalable solutions for banks, asset management and financial intermediary companies of all sizes. The modular concept guarantees perfect alignment with individual...

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by Expersoft Systems
| 14/04/2020 06:00:00

Welcome to the tenth video of our new video interview series with Steinhausen, Switzerland-headquartered software provider for asset and wealth management firms, Expersoft. In this video, we interview Group COO, Dominic Greenwood, who provides us with a view on how the firm approaches client lifecycle management and why.

Thank you again to Dominic for his time and insights.

More insights to follow soon.....

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