MDOTM Ltd, a global provider of AI-driven investment solutions for institutional investors, sponsored the Digital Integration in Wealth Management DACH Conference 2024, held on 8-9 October in Zurich. With over 200 attendees, 15+ exhibitors, and 20+ speakers, this event gathered key leaders from banking and wealth management to discuss strategies for digital transformation and the adoption of innovative solutions that will shape the future of the industry.
Axel Maier, CFA, Partner at MDOTM Ltd, also joined a panel with distinguished experts in the industry such as Nataliya Shybanova, Head Of Partnerships at Green Wealth Partners and Fredy R. Flury, CEO at Tavis Capital, moderated by Benjamin Hatton, Analyst Research and Analysis, GlobalData. During the panel, they all explored how AI can reshape wealth management through enhanced personalization and reliable decision-making.
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The wealth management landscape is rapidly evolving, with digital integration and innovation at its core. In this dynamic environment, AI is not just a tool for efficiency but a key driver for enhancing decision-making and client outcomes. As financial markets become more complex, firms must leverage advanced technologies like AI to gain deeper insights and manage portfolios at scale.
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At the conference, our team Β showcased how Sphere, MDOTMβs AI-driven investment platform, enables wealth managers and institutional investors to make informed, data-driven decisions. Sphere provides AI-powered insights that optimize Strategic Asset Allocation and Tactical Asset Allocation processes. It also supports portfolio creation, enhancement, and rebalancing β helping clients manage portfolios with precision and scale. A standout feature of Sphere is StoryFolio, which generates personalized portfolio commentaries. These insights help portfolio managers understand better the macroeconomic context, risk exposures, and specific drivers behind portfolio choices. StoryFolio automatically adapts to the current market regime, providing detailed equity, fixed income, and commodities commentaries based on regional focus.
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Discover the 3 Proven AI Uses Cases for Investment Managers
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Don't miss the opportunity to explore the transformative power of AI in investment decision-making. Visit us at the Digital Integration in Wealth Management DACH Conference 2024 in Zurich to learn more about Sphere. If you are not able to attend the event, you can still live the AI experience virtually by booking a slot with our team. Click here to schedule a call, we will show you how our clients are leveraging AI successfully. We will walk you through:
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- AI-Driven Investment Insights on expected returns, risk and market regimes
- Portfolio Rebalancing at Scale to build & optimize hyper-personalized portfolios
- Automated Reporting & Commentaries for an enhanced portfolio understanding with Analytical & Generative AI
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