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BNP Paribas & Dorsum join efforts to build a wealth management platform in Poland

Member Dorsum Investment Software is proud to announce its partnership with BNP Paribas Bank Polska to implement a new digital portfolio management solution. Dorsum’s Wealth Management Platform offers 360-degree wealth reporting, MiFID II compliant advisory workflows, and source data will be aggregated to enrich data published to other banking systems via APIs.

The Wealth Management Platform has already been used in several financial institutions across Central and Eatern Europe, and within BNP Paribas, it will be the tool that supports more than 250 new relationship managers. Emilia Jakubiak, Director of Brokerage House at BNP Paribas Bank Polska, had this to say:

“With the current level of digitalization of the industry, it is not enough to focus only on the client-facing platforms; it is also important to give the bank relationship managers a highly advanced and ergonomic digital platform for their everyday work. Dorsum’s solution will assist us in further improving our services and customer experience.”

Read the full partnership announcement here.

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