News
Digital Wealth Management HUB, Kline is a Partner!
Milan, May 2024
Kline is a partner of the 2024 Cetif Digital Wealth Management HUB.
The aim of this annual, multidisciplinary, and integrated research path - organized by the UniCatt Research Center - is to offer the finance industry a think tank where they can discuss digital transformation, sharing methodologies and best practices.
Kline – which specializes in solutions for the asset management industry with a WealthTech approach – contributed to the success of the HUB’s 2nd community event with the participation of Stefano Limonta (CTO) and Antonio Savoldi (R&D Director).
From the round table, which delved into the themes of Digital Assets and WealthTech digitalization, understood as a competitive lever on which to build the future of wealth management, relevant points of reflection emerged:
AI and Technologies for Front and Back Office: AI in Digital Wealth Management is still in the design thinking phase, but it is expected to reach more advanced levels of maturity in the short term;
Digital Assets in Wealth Management: The market's experimentation phase for the opportunities of tokenizing illiquid assets continues, highlighting the need for specific skills for wealth managers to best leverage these innovative tools.
Future of Wealth Management: The integration of technological solutions and third-party services is redefining the service model, but digitalization will remain the primary tool for navigating a context of increasing pressure on the margins of wealth management.
Stefano’s and Antonio’s contributions were much appreciated for bringing to the attention of the qualified audience how AI and machine learning can be used in portfolio optimization and goal setting.
Kline is a partner of the 2024 Cetif Digital Wealth Management HUB.
The aim of this annual, multidisciplinary, and integrated research path - organized by the UniCatt Research Center - is to offer the finance industry a think tank where they can discuss digital transformation, sharing methodologies and best practices.
Kline – which specializes in solutions for the asset management industry with a WealthTech approach – contributed to the success of the HUB’s 2nd community event with the participation of Stefano Limonta (CTO) and Antonio Savoldi (R&D Director).
From the round table, which delved into the themes of Digital Assets and WealthTech digitalization, understood as a competitive lever on which to build the future of wealth management, relevant points of reflection emerged:
AI and Technologies for Front and Back Office: AI in Digital Wealth Management is still in the design thinking phase, but it is expected to reach more advanced levels of maturity in the short term;
Digital Assets in Wealth Management: The market's experimentation phase for the opportunities of tokenizing illiquid assets continues, highlighting the need for specific skills for wealth managers to best leverage these innovative tools.
Future of Wealth Management: The integration of technological solutions and third-party services is redefining the service model, but digitalization will remain the primary tool for navigating a context of increasing pressure on the margins of wealth management.
Stefano’s and Antonio’s contributions were much appreciated for bringing to the attention of the qualified audience how AI and machine learning can be used in portfolio optimization and goal setting.