Objectway - OWIN Talk: Recent Episodes
OBJECTWAY
This is the official channel from which Objectway will publish its podcasts on many and diverse topics of the the wealth and asset managment industry.
Founded as a software house in 1990 in a garage, by Luigi Marciano, Objectway is a Top 100 global FinTech provider in the Wealth & Investment Management Software Industry. Our solutions are omni-channel and omni-device to support the digital transformation of wealth and investment management business.
Objectway has offices in Italy, UK, Benelux and Ireland, Objectway’s 750 employees support more than 100,000 investment professionals in 15 countries and 4 continents, who manage more than one trillion euros in assets. For more than 30 years, we have kept our focus on a single vision: constantly innovate, simplify and accelerate the digital transformation, empowering our clients to embrace their future challenges while providing great performance today.
Alexander Cassar, CEO UK at Objectway, and Leda Glyptis, renowned author and advisor, discuss the forces reshaping financial services and wealth management. Drawing on their respective industry experiences, they explore how firms can navigate transformation while maintaining trust, relevance, and long-term value for clients.
Recorded during the OWIN26 Customer Conference in collaboration with The Wealth Mosaic, this conversation brings together Luigi Marciano, CEO & Group Founder of Objectway, and Luigi Sbrozzi, Partner at Cinven, to discuss the evolution of Objectway, the strategic vision behind Cinven’s investment, and the future of innovation in wealth management.
Alberto Cuccu, COO International at Objectway, shares his perspective on how financial institutions can balance technological innovation with operational execution.
Dr. Alexander Cassar, Objectway's CEO UK, shares his perspective on the transformation of the wealth management industry driven by AI, modular platforms, and service-based operating models.
In this special episode of the Leaders in Finance podcast, recorded live at OWIN26 Customer Conference in Italy, host Kees de Witt, Managing Director at Leaders in Finance, brings together two prominent voices from the financial services ecosystem: Kurt Vanhee, CEO Continental Europe at Objectway, and Maarten Lindner, Lead Investment Products at Rabobank.
Recorded during the OWIN26 Customer Conference in Sorrento, this episode of the Leaders in Finance podcast brings together senior executives to explore how financial institutions are evolving their operating models through strategic partnerships, innovation, and emerging technologies.
Nel nuovo episodio del podcast registrato durante OWIN26 Customer Conference, si affrontano le trasformazioni che stanno ridisegnando il settore del wealth management e della consulenza.A discuterne sono Nicola Pepè, Business Development Director di Objectway, e Paolo Magnani, Vicedirettore Generale di Credem, con la conduzione di Paola Ragno di WeWealth.
La scalabilità rappresenta oggi una delle principali sfide per il settore del wealth management e dell’asset management. In un contesto regolamentato e altamente competitivo, gli operatori sono chiamati a crescere mantenendo al contempo efficienza operativa, sicurezza e capacità di personalizzazione.Questi i temi al centro del secondo episodio della serie di Podcast OWIN26. Stavolta, Paola Ragno, giornalista di WeWealth modera il confronto tra Giambattista Geroldi, CEO Objectway Italia, e Andrea Cattaneo, Head of Italy, Switzerland and Iberia Security Services di BNP Paribas.
During the latest Objectway Customer Conference, OWIN26, Leaders in Finance spoke with C-Level leaders and senior decision makers from across European Financial Services Industry.In this first episode, Eric van der Deijl, ABN AMRO Bank Country Operating Officer and Karl im Brahm, Objectway CEO DACH Region, address strategic priorities such as efficiency, resilience, and the tangible impact of AI, while also examining ABN AMRO’s integration of Hauck Aufhäuser Lampe and the management of complexity in major transformation programs.
In questo primo episodio della serie, Mauro Panebianco, Partner PwC, Asset and Wealth Management EMEA Advisory Leader, definisce i vantaggi che derivano dall’adozione degli SMA per il mercato delle gestioni patrimoniali in Italia.
During the latest edition of the Leaders in Finance Wealth Management 2025 event, Kurt Vanhee, Objectway Managing Director Continental Europe & North America, discussed with industry experts the main changes affecting the wealth management market.
Al termine del Salone del Risparmio 2024, Gianbattista Geroldi, CEO Italia Objectway, ritorna sul tema FIA per spiegare il ruolo strategico di Objectway.
Jan Veira, University4Industry Founder & CEO, diskutiert gemeinsam mit Karl im Brahm, CEO Objectway DACH Region, welche Auswirkungen die Finanzkrise und die Digitalisierung auf den Bankensektor haben.
Roger Portnoy, Objectway Chief Strategy Officer, discusses the main OWIN23 highlights, starting from the importance of sustainability for CX and business growth
The Connector Podcast in collaboration with Objectway and OWIN23 engages in an insightful conversation with KBC Security Services sharing perspectives on Business re-configuration and how financial institutions look at their operational structure and their business model to boost their results.
Gordan Torbica, in this second episode of The Connector Podcast series. explains the merging and acquisition process of Hauck Aufhäuser Lampe Private Bank and the importance of sustainability.
Kurt Vanhee, Objectway Managing Director Continental Europe and North America, discusses with Koen Vanderhoydonk, The Connector Founder & CEO, about Objectway Innovation Diamond framework.
Get insights on the shift of focus from selling business outputs to selling client outcomes, steering the financial services industry, underpinned by Contextual and Conscious Banking.
Tariq Khan, Objectway Sales & Account Management Director, underlines the importance of a seamless customer experience to achieve a higher lifetime value.
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 der Deijl, COO, CIO and CDO at AMBRO Bank on Customer Experience in Private Banking.
Davide Balladori, FSI Lead for Amazon Web Services, presents sustainable innovation as the core of the mission pursued by Amazon and AWS, stating how this is important to interpret the financial services arena.
For the fifth episode of the Series, Michele Tanzi, Market Solution Director at Objectway, will be counting down to OWIN23 by discussing how harnessing the latest tools can lead to improved customer engagement.
As we are getting closer to our upcoming Customer Conference in Venice, Alberto Cuccu, Objectway CEO International, takes the opportunity to share more insights on how we will develop the concept of sustainable innovation and how this one is reshaping the future of business development.
Dr. Alexander Cassar, in this third episode of OWIN23 Podcast Series, gives an overview on how building stronger business relationships and how to turn leads to loyalty. In our industry, this enables wealth managers to better understand clients’ goals, risk appetite and investment preferences. Essentially, it sets the foundation for lasting relationships.
In this second episode of the OWIN23 Podcast Series, Roger Portnoy, Chief Strategy Advisor for Objectway will explore some key trends and themes in wealth management, and he will particularly capture the role of sustainable innovation in the client experience. This will be a major area of focus in our upcoming summit in Venice in April and represents an important evolution in the way that Objectway and its clients will seek to utilize emerging technologies and new business models to deliver great outcomes for advisors, relationship bankers, and end clients in 2023 and beyond.
The clock is ticking and OWIN23 is getting closer! Starting from today until just before the Customer Conference, we will unveil insights and prospects on Sustainable Innovation through this unique Podcast Series.Listen now to the first episode where Luigi Marciano, Objectway Founder & CEO, will explain what is Objectway Sustainable Vision of the future and how this impact the business growth.
Katie Royals, managing editor at PAM Insight, speaks to Tariq Khan, director of sales and client experience at Objectway, about how firms can leverage the powers of technology to offer an enhanced level of service to clients.
🎙️ Domenico Sartore, Professore Emerito presso Università di Ca’ Foscari, commenta l’attuale scenario economico e l’enorme quantità di dati utili per analizzarlo, sottolineando l’importanza del capitale umano capace di processare questi dati attraverso strumenti idonei e competenze specifiche. Per altri contenuti: https://www.objectway.com/owintalk/
Per concludere la nostra serie relativa ai servizi cross border, Omar Gallina racconta quali sono i punti fondamentali per dare corso alla implementazione di tale progetto, tra competenze informatiche, finanziarie, normative e molto altro
Nel podcast odierno, Nicola Pepè racconta l'aumento del numero delle transazioni cross border e l'interesse del mercato verso la materia
Insieme a Michele Tanzi, approfondiamo il contesto quotidiano della consulenza patrimoniale e le sfide future di istituzioni, consulenti e investitori.
Gianbattista Geroldi, CEO Italia di Objectway, racconta la sua esperienza nel mercato dei servizi finanziari e la trasformazione che la consulenza patrimoniale ha avuto negli ultimi anni.
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 in Customer Experience. Are you ready to excel?
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 can provide the best experience for them. Are you ready to manage their customer experience as effectively as you manage their wealth?
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 figure out what is really important to stand out in the wealth management industry
David Wilson, on today’s episode, evaluates the impact of the recent pandemic on wealth management firms. Technology, fees, AUM, digital services, and overall the client experience: how all of these have been impacted?
On today's episode, Tariq Khan will shed light on how to achieve a better client experience. What do clients now expect from firms?
A new start for our podcast, on Client Experience. Phil Hales introduces how wealth managers are adapting to a digital world, presenting the digital transformation as a journey, not as a destination.
Investors differ in how they balance long-term risk and reward. Jurgen Vandenbrouck PhD, managing director at EveryoneInvested, analyses how hyper-personalization can help to define risk profile.
Third episode of the season, together with Koen Goossens, tackling one big challenge: how can wealth managers achieve Hyper-Personalization?
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 Vanhee analyzes in which direction wealth managers should go.
Can hyper-personalization be adopted also in wealth & investment management? Alberto Cuccu responds. Today marks the start of our third podcast season, dedicated to #hyperpersonalization. More to come in the following weeks
For the closing episode of this season David Zammit, Managing Director at Zeta, argues on the latest statement issued by ESMA regarding transparency requirements. Will this enhance ESG Investing?
On today's podcast Bart Turtelboom, chairman at Delphos International, speaks about structured products and the impact of ESG on such markets. What will drive the structured product markets?
On today's episode, together with Ashley Longabaugh, Senior Wealth Management Analyst at Celent, We will investigate the factors driving the popularity of ESG. Are Wealth Managers ready to face the increasing demand for sustainable investments?
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 look at what is driving ESG.
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 feature Michele Tanzi, to introduce us to theme. Dealing with the meaning of ESG investing, how the market is responding and the role of AI.
Podcast available at:
WealthTech #ESG"
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. How should he behave?
Sean Lam, CEO of Walker Crips, analyses the responsibility that lies within senior managers, which are responsible for the firm's performance of its obligation under the employee certification regime.
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 on the power given to FCA, to certify or not certify individuals. Next week the second part of our podcast, with our guest Sean Lam
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 be compliant.
In this episode, we would like to further explore the key pain points of the SMCR.
On today's episode, Alexander Cassar will analyze how SMCR could be essential for solo-regulated firms