Increasing efficiency with Client Portals / F10 Partner event

Tenity is a global innovation ecosystem with  presence in Zurich, Singapore, Madrid and Nordics.We believe the fastest route to innovation lies in early collaboration between startups, incumbents and investors. Each stakeholder benefits from shared skills, experience and insight.Our founding sponsor is SIX, a global financial infrastructure provider and operator of the Swiss and Spanish stock exchanges. Today it is joined by a global cohort of influential banks, consultancies, insurers and tech firms.

Tenity

Transform the advisory and client experience. Overcome resistance to change. Navigate regulatory challenges. First-hand UK case study.

F10 FinTech Incubator & Accelerator

If you are working in Wealth Management and would want to exchange about innovation and digitalisation of the industry, this event is for you. F10 partner Dorsum will share their story of collaboration with Sarasin’s Hadley Simons and Tom Morley as their guests of honour. Our moderator <a href="https://www.linkedin.com/in/creablin/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Brigitta Gyoerfi</a> will lead you through a behind-the-scenes look at Dorsum's recently deployed Client Portal, and you will learn about the project from the original client needs and challenges all the way up to go-live and beyond.Join us for the session, take part in the discussion and network during the informal part of the event where food and drinks will be provided on site.About the speakers:<a href="https://www.linkedin.com/in/hadleysimons/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Hadley Simons</a>, Chief Operating Officer – Client Affairs; Sarasin &amp; PartnersHadley is the COO for Client Affairs and is responsible for general management and overseeing the sales and distribution platform across the private clients, charities, retail and institutional teams. He is a member of Sarasin’s Board and member of the Executive Committee, which is responsible for the day-to-day management of the firm. Prior to joining Sarasin &amp; Partners, Hadley was the Division COO for Wealth Management at C Hoare &amp; Co. In 2017, he executed the sale of the division to Cazenove Capital. Before this, he worked at Barclays from 2009, where he was the Head of Change for the UK Private Bank, and led a number of transformative programmes. He has also worked at UBS where, amongst other roles, he ran their European securities financing operation. Hadley graduated with a BA Econ (Hons) from the University of Reading, and is an Associate of the Chartered Institute for Securities &amp; Investment (CISI). He currently sits on the Investment Association’s DFM, Private Client and Wealth Management Committee.<a href="https://www.linkedin.com/in/thomas-morley-592ba120/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Tom Morley</a>, Programme Manager; Sarasin &amp; PartnersTom is Programme Manager within Sarasin &amp; Partners, overseeing firm-wide projects and leading those which are deemed of specific strategic importance. This has included the launch of Sarasin’s new client portal in January 2022, and subsequent phases of new functionality deployment. Prior to joining Sarasin &amp; Partners, Tom worked as a Director within the Wealth and Asset Management division of EY in London. This included working with over 20 Tier 1 and 2 Wealth Managers on a variety of projects and remediations, covering regulatory changes through to Target Operating Model implementation. Prior to this, he spent nearly a decade in UBS’ London Wealth Management divisions in a variety of operational roles, culminating in becoming an Executive Director and leading both London’s Wealth Management and Investment Banking client onboarding divisions. Tom graduated with a BSc Econ (Hons) from the University of Southampton.<a href="https://www.linkedin.com/in/%C3%A1kos-szalay-6ba626158/" target="_blank" data-msys-clicktrack="0" rel="nofollow noopener noreferrer">Ákos Szalay</a>, Head of Product Wealth Portal – DorsumÁkos was a part of the team developing Dorsum's 'Wealth Portal' product and has been working on perfecting our client-facing solution ever since. He's responsible for multiple publications on digital investments and Millennials' behaviour towards investing. Ákos is currently leading the business analyst team on the implementation project for Sarasin &amp; Partners.About Dorsum:Dorsum aims to help wealth managers across Europe to retain and broaden their clientele, increase their efficiency, and keep up with the latest technological trends. They are the leading investment software provider in the CEE region serving 80+ clients (including KBC, Erste, Intesa, Raiffeisen, etc.) in 10 countries and are rapidly expanding to new markets.

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Increasing efficiency with Client Portals / F10 Partner event

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