FINANZ Podcast
Digital backbone: Revolutionizing Wealth Management by integrated technologies (EN)
Episode Summary
In this episode, Florent Fourneau, Sales Regional Manager at KeeSystem, presents how integrated technologies are revolutionizing wealth management. This insightful session explores how KeeSystem’s innovative KeeSense software acts as a digital backbone for wealth managers, enabling seamless integration of advanced tools like ESG services, structured products, and electronic signatures. Learn how technology-driven solutions are transforming the efficiency and adaptability of wealth management firms.
Episode Notes
Key Topics Discussed:
The Role of Technology in Wealth Management:
- How digital tools streamline processes for wealth managers and family offices.
- Integration of ESG, structured products, and electronic signatures into KeeSense.
KeeSystem’s Innovative Approach:
- The KeeSense platform as a centralized solution for managing portfolios and client relationships.
- Leveraging strategic partnerships to enhance technological and commercial capabilities.
Insights from Florent Fourneau:
- His experience in the Paris startup ecosystem and its influence on KeeSystem’s growth.
- Strategies for developing partnerships to drive technological integration and market expansion.
Future of Wealth Management Technology:
- How KeeSystem’s innovations position wealth managers to adapt to a rapidly evolving financial landscape.
- The growing importance of ESG and digital efficiency in the industry.
Additional Links and Resources:
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