Trends in Client Reporting 2019
Speakers
Roman Urnaut is a proud member of Vontobel’s Wealth Management Digital Hub. As a product owner, he is responsible for the advisory journeys.
Thema: Unser Weg zu MARS (Modular Advisory and Risk Solution)
Petar Ilic is a project manager at Credit Suisse Asset Management (Switzerland) Ltd. and is responsible for Client Investment Reporting.
Topic: Digital Investment Reporting, together with Dan Krusi
With a flair for cutting-edge technology and high-end design, Dan Krusi is responsible for everything digital at the Zurich-based creative agency Nerves.
Topic: Digital Investment Reporting, together with Petar Ilic
