Dorsum Wealth Management
Cloud-based wealth management platform designed for private banking digital transformation.
Overview
Dorsum Wealth Management offers a cloud-based solution tailored for the digital transformation needs of private banking and wealth management sectors. The platform supports remote advisory and client engagement, enabling financial institutions to transition from branch-based to online client servicing.
The solution addresses the evolving demands of private banking clients who increasingly prefer digital interactions over in-person meetings, leveraging smartphone applications for daily financial management. Dorsum focuses on delivering fast-to-deploy digital tools that enhance client satisfaction and operational continuity during market uncertainties.
With over 25 years of experience in business process digitization, Dorsum has developed this SaaS product to meet the urgent need for digital wealth management solutions accelerated by the COVID-19 pandemic and the broader fourth industrial revolution.