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DORSUM NEWSLETTER - 2019 Q1
Dear <<First Name>> <<Last Name>>,

Spring has arrived and not only nature awakes, but business also started to be very eventful. What have we done in this first quarter of 2019? We attended conferences, won awards, like the Finovate Best of Show award, created products videos and have been interviewed by different media representatives. You can read these interesting stories in our letter below.
Interview with Bálint Fischer

Did you know that within a decade, the Y and Z generations will have greater assets than all the other generations combined? And in the meantime, the older generations are also increasingly opening towards the digital world, hence the competitiveness of investment companies will be ever more dependent on how much they can reach customers via digital channels? If you are interested in the details, read Bálint Fischer's interview on Portfolio.hu. 
                                                                                                            Learn more >>>

Portfolio Investments, Wealth and Savings Conference
In March we attended the IWS (Investments, Wealth and Savings) conference in Budapest organized by Portfolio. Our Head of Innovation, Bálint Fischer shared our view about the ways how private banks can adapt to the generational changes.
Awarded among the best SME companies
We are very pleased to share the great news that Dorsum was awarded second best at the SME TOP 100 awards in the Service Providers Category. It is a special prize because it recognizes the whole company, Dorsum's more than 20 years of experience.
 
Official Botboarding video
Botboarding is a chatbot platform we created for customer onboarding. Personalized chatbots can be created on the platform for any kind of service or product. The AI powered chatbots communicate in a human-like way and help financial institutions with customer data gathering and user profiling therefore making new customer onboarding more effective and successful.
  • Users can even open accounts online assisted by the chatbot, by chatting in secure environments such as a company website or mobile app.
  • The chatbots’ performance can be followed on a dashboard where real time analytics can be seen and instant advisory take-over can be done. The product offers everything out-of-the box, but every process can be integrated with the financial institutions’ CRM system as well.
Highlights of February
At Finovate Europe this February, our solution My Wealth and its Easy Invest feature was awarded Best of Show.
Learn more about it >>>
Have you ever wondered what it’s like to be a presenter at a very prestigious conference like Finovate? Our main presenter shares his experiences in a blog article which you can read on our website.
Read this blog post here >>>
Fintech Finance made a video interview with Imre Rokob, Director of Business Development and Bálint Fischer, Head of Innovation summarizing our Finovate concept and our business strategies.
You can watch the video here >>>
The Best of Show awarded demo
The official video of our Finovate show is now published and can be watched on the website of Finovate.
Watch our demo show >>>
Best of January
Our Sales Director – CEEStanislaw Markowski has been interviewed about My Wealth and the trends in Wealth Management by one of the most important Polish online Fintech portals, fintek.pl
Read the whole article here >>>
Our My Wealth solution has been shortlisted for the Wealth Briefing Europe Awards in the Client Communication category. The award ceremony will take place in London on 11 April.
Learn more >>>
In the January issue of the Fintech Finance magazine Bálint Fischer, our Head of Innovation talked about the My Wealth app and its main features and advantages.
Read the whole article >>>
My Wealth video
Watch our brand new video about our newest product, My Wealth mobile app for hybrid advisory processes in Wealth Management. Its main features are:
  • Clear and simple flow making investments accessible to anyone
  • Create your own thematic portfolio
  • Hybrid advisory model assisting a captivating user experience for clients
We want to hear from you!

We are always keen to hear from you and welcome your ideas and feedback.  If you have any suggestions on what we could do better or are interested in any of the topics above please contact us.
Róbert Kő
CEO

Dorsum Co. Ltd.
H-1012 Budapest, Logodi utca  5-7.
Tel.: +36 1 487 3030 | www.dorsum.eu
Copyright © 2019 Dorsum Co. Ltd., All rights reserved.


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