The latest technology news in the wealth management sector from around the world.

Objectway, Unblu
Objectway, the European wealth and asset management tech firm, has inked a strategic partnership with Unblu, a Swiss conversational engagement platform.

By pulling Unblu’s capabilities into its embrace, Objectway said it will improve its varied channels of client lifecycle management solutions so that it can deliver personalised digital advice.

The partnership focuses on two initial cases for client interaction management: Relationship management and the help desk. 

With the help desk integration, financial institutions can provide rapid digital support, and securely. 

Relationship management capabilities will ensure that clients and relationship managers have all the tools at their disposal to schedule one-to-one meetings, interact, and collaborate across devices and channels. 

“Advisors need to be available on the channel of the client’s choice to build long-term relationships, and the challenge is to make this communication secure and compliant,” Luc Haldimann, chief executive at Unblu, said. 

The firms plan to explore new use cases and functionalities in future.

Objectway has been operating for more than 30 years and works with in the space of wealth, banking and asset management software and service provision. It supports more than 100,000 investment professionals to manage more than €1 trillion ($1.09 trillion) in assets. The group, which has more than €100 million of consolidated revenue, operates from Belgium, Germany, Ireland, Italy, the UAE, and the UK. (See a previous story about Objectway and a Belgian bank here.)

Based in Basel, Unblu has offices in Bulgaria, the Czech Republic, Germany, New York, and the UK.