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Wealth Management trends | Focus on virtual family office

Wealth Management trends | Focus on virtual family office

    The wealth management industry is evolving to meet the new needs of HNWIs. As a consequence, a new trend has emerged over the last years in the United States, in Europe, including in Switzerland, and in Asia : the virtual family office. Though it is...

KeeSystem awarded best portfolio management software solution

KeeSystem awarded best portfolio management software solution

Wealth & Finance Magazine has announced the 2019 results of the Fintech Awards. KeeSystem was awarded best portfolio management software solution (Western Europe) for its solution KeeSense.   The Fintech Awards organized by Wealth & Finance Magazine aim...

Regarding our latest user survey – KeeSense

Regarding our latest user survey – KeeSense

As part of the continuous improvement of the KeeSense user experience, KeeSystem has implemented early 2019 an initiative to survey its users in order to improve their daily tool.   "KeeSense & You", a conversation with our users This operation called...

KeeSystem’s intervention for JCI Monaco regarding fintech

KeeSystem’s intervention for JCI Monaco regarding fintech

On March 26, Pierre-Alexandre Rousselot, founder of KeeSystem, spoke at an event on digital technology for the financial sector, organized by the The Junior Chamber International Monaco. He spoke about his background and experience as an entrepreneur in fintech, in...

How does KeeSense make your HNW clients happy?

How does KeeSense make your HNW clients happy?

Studies on the subject all conclude with the same number: it is five times more expensive to acquire a new client than to retain an existing one. According to the Harvard Business Review, maintaining and nurturing relationships with your existing clients is an...

VISIT OF THE SOCIÉTÉ GÉNÉRALE OF MONACO AND LUXEMBOURG

VISIT OF THE SOCIÉTÉ GÉNÉRALE OF MONACO AND LUXEMBOURG

LePlateauLUX  is the innovation laboratory of Société Générale Luxembourg. Its purpose is to promote collaboration between start-ups and the local FinTech ecosystem. It is in this context that the Société Générale of Monaco and Luxembourg came to meet KeeSystem within...