December 12, 2018
Joining the 14th IESE-EY Banking industry meeting in Madrid earlier this week:
Happy to hear these fundamental and wise statements and see the vision that we share a lot.
Would you like to:
1. add 30+ new data points to the wealth management client profile, and
2. co-operate in finding the most suitable investment solution to all your private customers?
Try our new digital investor profiling software based on the top Swiss behavioral finance methodology.
(English, German, Spanish and Russian versions are available).
Special thanks to IESE Business School.