Objectway - OWIN Talk
Episodes
SMA: Verso un modello integrato, flessibile e sostenibile
10 Sep 2025
Contributed by Lukas
SMA: Profilazione, cambio culturale e change management per un nuovo processo di consulenza
01 Sep 2025
Contributed by Lukas
SMA: Onboarding e Asset Allocation Strategico: le direttrici per la trasformazione degli SMA in Italia
04 Aug 2025
Contributed by Lukas
SMA e Normativa Italiana: Le Prossime Sfide Dopo la RIS
04 Aug 2025
Contributed by Lukas
SMA: Abilitare gli SMA: l’infrastruttura Objectway per una gestione personalizzata degli investimenti
04 Aug 2025
Contributed by Lukas
SMA: Efficienza, Trasparenza e Flessibilità con gli SMA: il modello Euroimmobiliare Advisory SIM
30 Jul 2025
Contributed by Lukas
SMA: Oltre il Portafoglio Tradizionale: Separately Managed Accounts e Innovazione per l’Italia
23 Jul 2025
Contributed by Lukas
SMA: un’opportunità per la crescita del Wealth Management in Italia
16 Jul 2025
Contributed by Lukas
In questo primo episodio della serie, Mauro Panebianco, Partner PwC, Asset and Wealth Management EMEA Advisory Leader, definisce i vantaggi che deriva...
S11E02 Shaping the Future of Wealth Management: an outlook on trends for 2025
12 Mar 2025
Contributed by Lukas
During the latest edition of the Leaders in Finance Wealth Management 2025 event, Kurt Vanhee, Objectway Managing Director Continental Europe & North ...
S12 E03 L’introduzione dell’automazione e di tecnologie robotiche per il potenziamento dei processi operativi: le soluzioni Objectway per le SGR
10 Jul 2024
Contributed by Lukas
S12E02 SGR e Tecnologia: la nuova alleanza per migliorare la produttività del mondo Alternative
03 Jul 2024
Contributed by Lukas
S12E01 Objectway a SdR2024 per approfondire il ruolo dei FIA, trend di mercato ed esigenze degli operatori
15 May 2024
Contributed by Lukas
Al termine del Salone del Risparmio 2024, Gianbattista Geroldi, CEO Italia Objectway, ritorna sul tema FIA per spiegare il ruolo strategico di Objectw...
S11E01 Digitale Transformation im Bankensektor: neue Technologien und Kundenbeziehungen
14 Dec 2023
Contributed by Lukas
Jan Veira, University4Industry Founder & CEO, diskutiert gemeinsam mit Karl im Brahm, CEO Objectway DACH Region, welche Auswirkungen die Finanzkrise u...
S10E04 New outlooks for reinventing your business and improving client relationship
28 Jun 2023
Contributed by Lukas
Roger Portnoy, Objectway Chief Strategy Officer, discusses the main OWIN23 highlights, starting from the importance of sustainability for CX and busin...
S10E03 Boosting Operational Excellence and Innovation
14 Jun 2023
Contributed by Lukas
The Connector Podcast in collaboration with Objectway and OWIN23 engages in an insightful conversation with KBC Security Services sharing perspectives...
S10E02 Adapting to the ever-changing tides: Innovation challenges and drivers in private banking
31 May 2023
Contributed by Lukas
Gordan Torbica, in this second episode of The Connector Podcast series. explains the merging and acquisition process of Hauck Aufhäuser Lampe Private...
S10E01 From rough to polished: Objectway's Diamond framework for sparkling Wealth Management
10 May 2023
Contributed by Lukas
Kurt Vanhee, Objectway Managing Director Continental Europe and North America, discusses with Koen Vanderhoydonk, The Connector Founder & CEO, about O...
S09E09 Banks and Fintech on Platform Economies: Contextual and Conscious Banking
05 Apr 2023
Contributed by Lukas
Get insights on the shift of focus from selling business outputs to selling client outcomes, steering the financial services industry, underpinned by ...
S09E08 Competing on Customer Experience & achieving higher lifetime value
29 Mar 2023
Contributed by Lukas
Tariq Khan, Objectway Sales & Account Management Director, underlines the importance of a seamless customer experience to achieve a higher lifetime va...
S09E07 How Personalised Customer Experiences Drive Innovation in the Banking Industry
23 Mar 2023
Contributed by Lukas
The clock is ticking and the days are rolling! Only 26 days to OWIN23. Building up on it, Karl im Brahm had an insightful conversation with Eric van d...
S09E06 Leading voices: AWS on innovating for and with customers on a long term view
09 Mar 2023
Contributed by Lukas
Davide Balladori, FSI Lead for Amazon Web Services, presents sustainable innovation as the core of the mission pursued by Amazon and AWS, stating how ...
S09E05 Elevating collaboration: harnessing the latest tools for Customer Engagement
01 Mar 2023
Contributed by Lukas
For the fifth episode of the Series, Michele Tanzi, Market Solution Director at Objectway, will be counting down to OWIN23 by discussing how harnessin...
S09E04 Looking into the eyes of sustainable innovation
22 Feb 2023
Contributed by Lukas
As we are getting closer to our upcoming Customer Conference in Venice, Alberto Cuccu, Objectway CEO International, takes the opportunity to share mor...
S09E03 Building stronger relationships: The value of customer conference
16 Feb 2023
Contributed by Lukas
Dr. Alexander Cassar, in this third episode of OWIN23 Podcast Series, gives an overview on how building stronger business relationships and how to tur...
S09E02 Trends and key themes in sustainable innovation in wealth
08 Feb 2023
Contributed by Lukas
In this second episode of the OWIN23 Podcast Series, Roger Portnoy, Chief Strategy Advisor for Objectway will explore some key trends and themes in we...
S09E01 Objectway sustainable vision of the future
01 Feb 2023
Contributed by Lukas
The clock is ticking and OWIN23 is getting closer! Starting from today until just before the Customer Conference, we will unveil insights and prospect...
S04E07 The importance of client experience
25 Jan 2023
Contributed by Lukas
Katie Royals, managing editor at PAM Insight, speaks to Tariq Khan, director of sales and client experience at Objectway, about how firms can leverage...
S08E03 Analisi di scenario come antidoto alla maggior incertezza finanziaria
06 Jul 2022
Contributed by Lukas
🎙️ Domenico Sartore, Professore Emerito presso Università di Ca’ Foscari, commenta l’attuale scenario economico e l’enorme quantità di da...
S08E02 Come sfruttare le crisi di mercato e trasformarle in opportunità
08 Jun 2022
Contributed by Lukas
S08E01 Crisi dei mercati finanziari e gestione dei portafogli
31 May 2022
Contributed by Lukas
S0704 Why is democratizing wealth managment so important?
30 May 2022
Contributed by Lukas
S07E03 Adjusting traditional models and communications to engage your client base
10 May 2022
Contributed by Lukas
S07E02 Wind of change – A Personal Bank in a Digital Age
04 May 2022
Contributed by Lukas
S07E01 Democratizing Wealth: there is a wind of change blowing in Wealth Management
27 Apr 2022
Contributed by Lukas
S06E04 Operational Resilience: Putting Murphy and Sod out of business
07 Dec 2021
Contributed by Lukas
S06E03 Operational Resilience: a new cornerstone for proper business management
30 Nov 2021
Contributed by Lukas
S06E02 Future proofing your business through Operational Resilience
17 Nov 2021
Contributed by Lukas
S06E01 Building Operational Resilience: are you ready?
09 Nov 2021
Contributed by Lukas
S05E05 Il cross border al servizio del wealth management
30 Sep 2021
Contributed by Lukas
Per concludere la nostra serie relativa ai servizi cross border, Omar Gallina racconta quali sono i punti fondamentali per dare corso alla implementaz...
S05E04 Cross Border Private Banking: l’approccio olistico Glocal di Cassa Lombarda
22 Sep 2021
Contributed by Lukas
S05E03 Il modello cross border nei servizi di consulenza patrimoniale
15 Sep 2021
Contributed by Lukas
Nel podcast odierno, Nicola Pepè racconta l'aumento del numero delle transazioni cross border e l'interesse del mercato verso la materia
S05E02 La situazione attuale della Consulenza Patrimoniale in Italia
08 Sep 2021
Contributed by Lukas
Insieme a Michele Tanzi, approfondiamo il contesto quotidiano della consulenza patrimoniale e le sfide future di istituzioni, consulenti e investitori...
S05E01 La nuova direzione della Consulenza Patrimoniale
01 Sep 2021
Contributed by Lukas
Gianbattista Geroldi, CEO Italia di Objectway, racconta la sua esperienza nel mercato dei servizi finanziari e la trasformazione che la consulenza pat...
S04E06 Are you managing wealth or client experience? Pt.2
02 Jul 2021
Contributed by Lukas
Back at it again, with the last episode of this season! Vladimir Dimitroff, on the trail of last week's episode, discusses what does it take to excel ...
S04E05 Are you managing wealth or client experience? Pt.1
24 Jun 2021
Contributed by Lukas
Vladimir Dimitroff poses a challenging question in the latest episode of our podcast. Listen to discover what your clients expect form you and how you...
S04E04 Treat different people differently
16 Jun 2021
Contributed by Lukas
Making the client feel good is fine, but making them feel unique is the ultimate experience. Enjoy the latest episode from Dr Alexander Cassar and fig...
S04E03 Has the pandemic accelerated adoption of new technology in wealth management firms?
09 Jun 2021
Contributed by Lukas
David Wilson, on today’s episode, evaluates the impact of the recent pandemic on wealth management firms. Technology, fees, AUM, digital services, a...
S04E02 Use digital change to improve the 'WOW factor' for clients
01 Jun 2021
Contributed by Lukas
On today's episode, Tariq Khan will shed light on how to achieve a better client experience. What do clients now expect from firms?
S04E01 Client Experience: a digital journey that is achievable
26 May 2021
Contributed by Lukas
A new start for our podcast, on Client Experience. Phil Hales introduces how wealth managers are adapting to a digital world, presenting the digital t...
S03E04 Hyper-Personalization in the context of investor risk profiling
12 May 2021
Contributed by Lukas
Investors differ in how they balance long-term risk and reward. Jurgen Vandenbrouck PhD, managing director at EveryoneInvested, analyses how hyper-per...
S03E03 Is Hyper-Personalization achievable in the advisory wealth management?
06 May 2021
Contributed by Lukas
Third episode of the season, together with Koen Goossens, tackling one big challenge: how can wealth managers achieve Hyper-Personalization?
S03E02 From one-fits-all to client-centric: how wealth managers are shifting to stay relevant
29 Apr 2021
Contributed by Lukas
It's not about the different features you offer to clients, but it’s about providing the right feature to the right client at the right moment. Kurt...
S03E01 Hyper-Personalization in Wealth Management
22 Apr 2021
Contributed by Lukas
Can hyper-personalization be adopted also in wealth & investment management? Alberto Cuccu responds. Today marks the start of our third podcast season...
S02E05 Post-Brexit Transparency Requirements under Article 4
15 Apr 2021
Contributed by Lukas
For the closing episode of this season David Zammit, Managing Director at Zeta, argues on the latest statement issued by ESMA regarding transparency r...
S02E04 The impact of ESG on the structured product markets
09 Apr 2021
Contributed by Lukas
On today's podcast Bart Turtelboom, chairman at Delphos International, speaks about structured products and the impact of ESG on such markets. What wi...
S02E03 Top drivers and main challenges in ESG adoption
31 Mar 2021
Contributed by Lukas
On today's episode, together with Ashley Longabaugh, Senior Wealth Management Analyst at Celent, We will investigate the factors driving the popularit...
S02E02 ESG: a passing fad or here for the long run?
25 Mar 2021
Contributed by Lukas
Under the guidance of Tariq Khan, the current episode focus on the hot topic of the moment. Is ESG here for the long run or just a passing fad? Let's ...
S02E01 ESG in 2021, where are we?
18 Mar 2021
Contributed by Lukas
This episode marks the start of the second season of our podcast. We will talk about ESG and related matters in the next weeks. Our first epiosde fea...
S01E06 What if: a Senior Manager who holds multiple roles
09 Mar 2021
Contributed by Lukas
Our last episode on SMCR will host Jared Inkster, Director at King & Shaxson. We will focus on a real example, a Senior Manager with multiple roles. H...
S01E05 With great power comes great responsibility - pt. 2
24 Feb 2021
Contributed by Lukas
Sean Lam, CEO of Walker Crips, analyses the responsibility that lies within senior managers, which are responsible for the firm's performance of its o...
S01E04 With great power comes great responsibility - pt. 1
18 Feb 2021
Contributed by Lukas
Sean Lam, CEO of Walker Crips, guides us through the advent of SMCR and the shift happened, towards a new way of approving the SM functions. A focus o...
S01E03 Key pain points of SMCR
10 Feb 2021
Contributed by Lukas
In the second episode we discussed why SMCR is essential for solo regulated firms and analyzed some of the challenges wealth managers have to face to...
S01E02 Why SMCR is essential for solo-regulated firms
05 Feb 2021
Contributed by Lukas
On today's episode, Alexander Cassar will analyze how SMCR could be essential for solo-regulated firms
S01E01 Regulation and Compliance: What is the Role of Technology?
19 Jan 2021
Contributed by Lukas