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Dorsum

An investment software provider, offering a customer acquiring chatbot solution.

Dorsum is an award-winning, innovative investment software provider. Since our foundation in 1996, we have reached a leading position in the CEE region. Our software portfolio offers solution for every step of the customer journey of bank clients looking for investments. The first step of which is to acquire new customers to start the journey. Very few company provides solution for the challenges of the customer acquisition especially using the latest technology. We developed a chatbot platform, Botboarding focusing mainly on this. It allows financial institutions to get to know specific customer preferences and offer fully personalized customer experience. The journey continues with the onboarding and our product for that is the Client Acquisition Tool which helps to maximize the onboarding and sales efficiency of advisory network with vivid presentations and instant investment recommendations. The core solution for customer relationship development is the Wealth Management Platform, a new generation front-to-mid solution that provides controlling, analyzing, monitoring a large number of accounts and supports the advisory process. For digital customer retention, Virtual Advice enables a traditional advisory company to address hundreds of its customers with a fully personalized and MiFID2 compliant advice in the digital space via a trendy mobile app.

Name CEO: Róbert Kő
Company founded in: 1996
Country: Hungary
Website: www.dorsum.eu
Twitter: -
Category: Innovative Banking Software

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