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Dear <<First Name>> <<Last Name>>,

We are in the middle of the summer, but the market never stops, so we would like to share the very best of our industry insights with you to provide a compelling summer read. We published two new blog articles about financial education and the current state of trading apps, and you can also check out the infographic summary of the most important take-aways of our most recent white paper about remote services.
Our new infographic summarizes the main points of our Remote services in wealth management white paper. In this paper we focus on five key elements of digitization in a remote service world such as digital onboarding, online customer relationship management, paperless work processes, automation and secure communication channels.
An industry outlook at the current state of trading apps

We decided to  thoroughly check and review the current market of trading apps and see what the best players can offer to win over and keep the majority of customers.

The importance of financial education - Part 2

In the second part (click here if you missed the first part) of our article we went deeper and compared the different types of educational content to see what can work better for client engagement and profit.

Read the recent blog article >>>
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.
Magdolna Panczel
Country Manager Romania

RO - 022117 Bucharest, 68 Basarabia Avenue, District 2
Tel.: +40 21 311 02 96 |
Copyright © 2020 Dorsum Co. Ltd., All rights reserved.

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