31 avenue de l'Opéra, Paris, Ile de France, 75001, France
OneWealthPlace, technology and business expertise combined for servicing asset and wealth management
Founded in 2017, One Wealth Place’s mission to support the digital transformation of private wealth banks and global asset services companies.
Digitalisation improves customers’ experience, augments the effectiveness of the financial advisors, reduces operating risks and costs and supports the emergence of new business models.
One Wealth Place’s experienced team of professionals are devising new operating models for wealth and asset managers by using innovative technologies based on machine learning, artificial intelligence and blockchain.
We adapt our platform to cope with your teams’ needs and manage all information and activities about your private clients. Marketing & sales Relationship manager Compliance Communication Intelligent task management Obtain clients Insights from behaviour analysis and from historical and external data analysis (database, public website, social network). Help your relationship manager provide more proactive and......