Rich Experience Builds Trust For Clients At Dorsum

What you think makes your firm successful in its chosen field?

Our investment banking and WealthTech expertise of 25+ years gives us the confidence to take on a market-leading role in the industry. We have over 80 live and running regulator-approved systems all around Europe, so our clients trust our insights on going forward, ensuring that our solutions not only fit their needs, but also provide them with a competitive edge in the market.

Our goal is to modernise the advisor-client experience, pushing the industry towards digital solutions that address the biggest challenges on both sides, without losing the human touch.

What are the main contributions do you think you bring to the wealth management industry?

Our goal is to modernise the advisorclient experience, pushing the industry towards digital solutions that address the biggest challenges on both sides, without losing the human touch.

Where in the world do you operate – are you mainly a domestic player or international?

Having outgrown the CEE region, we are now completely focused and committed to international projects mainly in Switzerland and the United Kingdom.

What does success look like to you?

We measure our success in customer satisfaction, which in turn is measured by our customer’s clients’ satisfaction. In the B2B sector it is not enough to deliver something that satisfies our direct customer. The real measure of a successful implementation must be based on real feedback from the end-users.

Whom do you look to in terms of ideas and inspiration? What other business sectors do you follow for ideas?

Tech companies should not be compared to wealth managers directly, however, their approach to innovation and the integrated way in which innovation drives their business forwards is something that our sector should learn from.

We aim to be the sector’s #1 investment software and solutions provider, but more crucially, we want to be a trusted partner for every client. Stable, mutually beneficial partnerships are the key to generating higher returns for all.

Can you sum up the philosophy that sums up your firm/you the best?

We aim to be the sector’s #1 investment software and solutions provider, but more crucially, we want to be a trusted partner for every client. Stable, mutually beneficial partnerships are the key to generating higher returns for all.

Adam Fáth Business Development Manager Dorsum Ltd

Winner

• Most Innovative FinTech Solution