May 15Expersoft welcomes Oliver Winter to our AM-One teamExpersoft Systems welcomes Oliver Winter to our AM-One team as the lead for AM-One solution implementation in Germany. AM-One Germany is a complete one-stop-...
May 6Expersoft named in FinTech Global's WEALTHTECH 100Expersoft is honoured to be listed in FinTech Global’s WEALTHTECH100, an annual list of 100 of the world’s most innovative WealthTech companies selected by a...
Apr 28Expersoft's geographic focus and growth marketsIn this last video of Wealth Mosaic's Expersoft Interview Series, Sener Arslan discusses Expersoft's expansion in Europe, with a focus on why the company’s o...
Apr 17How Expersoft works with prospects and clients In this penultimate video of Sener Arslan's Wealth Mosaic interview, Sener discusses how Expersoft approaches our clients through each stage of the relations...
Apr 14Client lifecycle excellenceIn this 5th and final component of Dominic Greenwood's interview with Wealth Mosaic, Dominic explains why Expersoft, in addition to continually evolving PM1'...
Apr 9Barriers for wealth managers in improving their technology infrastructureExpersoft's Sener Arslan, in this fourth Wealth Mosaic Expersoft series interview, discusses the main barriers for wealth managers who need to improve their ...
Apr 7The current solution development focusIn this fourth instalment of Wealth Mosaic's Expersoft series, Dominic Greenwood, Expersoft Group COO, discusses forthcoming updates to PM1, including user i...
Apr 2The types of wealth managers that benefit from working with ExpersoftIn this third instalment of Wealth Mosaic's interview with Sener Arslan, Head of International Sales and Business Development, the discussion assesses the ty...
Mar 31What are the main use cases for the solution offering & what outcomes can a wealth manager achieve?In this third instalment of Wealth Mosaic's interview with Dominic Greenwood, Expersoft Group COO, the discussion focuses on use cases for the PM1 solution o...
Mar 24Challenges and needs of wealth management firms by geographyIn this video Sener Arslan, Head of International Sales and Business Development, continues with the second segment of his discussion with Wealth Mosaic, wit...
Mar 24The strengths, benefits and new developments of Expersoft's PM1.In this second instalment of Wealth Mosaic's interview with Dominic Greenwood, Expersoft Group COO, the discussion turns to the strengths, benefits, and new ...
Mar 3Expersoft: Challenges and needs of wealth management firms by client typeExpersoft: Challenges and needs of wealth management firms by client type
Feb 26Expersoft: an introduction to the solution offering, by Wealth MosaicIn this second video of Wealth Mosaic's Expersoft series, Dominic Greenwood, Expersoft Group COO explores the configurability of PM1.
Feb 25Finews.asia interviews Pascal Lemann, Expersoft's Regional Manager APACAsia's leading financial news site sits down with Pascal Lemann to discuss Expersoft's opportunities and offerings in the APAC region.
Feb 17The Wealth Mosaic's new video interview series with ExpersoftThe Wealth Mosaic's new video interview series with Expersoft begins with CEO Philipp Bisang.
Feb 17Expersoft to present at the Digital Integration in Wealth Management event in LondonExpersoft will sponsor the Digital Integration in Wealth Management event to be held in London on the 4-5 March.
Feb 11Expersoft sponsors the Zürich SPHERE event "Strategien und Lösungen für EAM"Expersoft sponsors the Zürich SPHERE event "Strategien und Lösungen für EAM"
Feb 6Expersoft wins two awards at the Wealth Briefing Swiss Awards 2020Expersoft is awarded Best CRM System and Best Implementation Project at the prestigious WealthBriefing Swiss Awards 2020 held in Geneva.
Jan 14Kick-off 2020 @ Expersoft HQExpersoft is building on the terrific success of 2019, with fresh energy and inspiration for 2020.
Nov 6, 2019EFG International launches AM-One based multi-custody platform IAMs Expersoft is extremely proud to announce that EFG International bank becomes the first bank to adopt the AM-One Partner Model.
