1、WHITE PAPERWHITE PAPERThe Importance of Client Portals for Enhanced Service and Business Growth What does a successful portal implementation look like in 2022?IntroductionSummaryContextData Management ChallengeSarasin Case Study TABLE OF CONTENTS2461218Since its foundation in 1996,Dorsum has become

2、the leading innovative investment software and solutions provider in the CEE region.Over the last 20 years,the company has grown from a group of few employees into an organisation of more than 250,who works in 5 offices in 3 countries.Dorsums prowess in innovation is unquestionable as it is the only

3、 European FinTech company in the WealthTech sector that was able to win the Best of Show award 3 times in the last 4 years at the biggest European FinTech Show,FinTech Europe.Owen James was incorporated in the summer of 2005.His goal was to introduce a new way of doing business.Instead of the tradit

4、ional hard sell the transactional approach to events we wanted to create a platform for strategicengagement.To discuss issues that wereaffecting the whole of the industry,to challengethe status quo,and seek solutions to enable firmsto do better business.In addition,we wantedto create events which pr

5、ovided a vision of thefuture,and which provided inspiration.The Wealth Mosaic(TWM)is the definitive information and knowledge resource for the global wealth management industry.It is founded on a curated,online solution provider directory to close the knowledge gap between wealth management business

6、es worldwide,the growing technology marketplace,and related solution providers.There is also a range of quality supporting content and thought leadership.Find out more at 1Owen James and Dorsum brought together COOs,CEOs,and leading management consultancy firms from the UK wealth management market t