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KeeSystem sponsor of the first Sphere Digital Solutions Week.

KeeSystem sponsor of the first Sphere Digital Solutions Week.

KeeSystem is sponsor of the first edition of Sphere Digital Solutions Week, a 100% dedicated event for wealth management professionals.   This event takes place from May 9 to 13, 2022. Exclusive speakers will share their vision of the challenges, opportunities...

Wealth management : 8 trends for 2022-2023 that should not be ignored

Wealth management : 8 trends for 2022-2023 that should not be ignored

In a pandemic or post-pandemic context combined with an acceleration of digitalization, the world of wealth management is facing multiple challenges at an unprecedented rate. In this article, we share 8 trends that the KeeSystem team has identified as what should be...

The evolution of the role of the relationship manager

The evolution of the role of the relationship manager

How is the role of the relationship manager evolving? What does the client experience mean in a full digital bank? What is the place of the investment manager in the client relationship? In Episode 5 of Capsule, Steve Alban Tineo, Assertive Group and Esty Dwek, Flow...

How to develop a family office service offer as an independent manager

How to develop a family office service offer as an independent manager

The term "family office" is not legally protected. Sometimes it is used by asset managers, wealth management advisors but also by private banks. But what does it really mean to be an independent family office?   In the second episode of Capsule, Francois Mollat...