Customer-centricity and advisory using technology By Kimberly Espiritu, Regional Sales Manager   Assets under management by robo-advisors in Asia is expected to grow to $2.2 trillion by 2020, with target market segments ranging from the average investor to high net worth individuals (Hartung, 2017). Regional and global foreign banks, apart

SAGE Group SA, publisher of the Prospero software solution for global private banks and financial institutions worldwide, is pleased to announce the appointment of Ms. Kimberly Espiritu as Regional Sales Manager. Kimberly will be responsible for business development for the banking and financial services industry in the Philippines and South

7 things to look for by Jean-Luc Freymond, CEO of SAGE Group SA   Fund Administration is an essential service that presents an increasing importance and sensitivity in the financial industry. Institutions offering this service bear mounting responsibility as a result of more complex pricing methodologies, taxes and fees, as

Date: 3 – 5 March 2017 SAGE Group SA is returning to the Trust Officers Association of the Philippines (TOAP)‘s annual convention for 2017 which will be held this year at the Pearl Farm Beach Resort in Davao City from March 3 -5. The event usually gathers more than 100

SAGE Group SA is an international leading software publisher for global private banks and financial institution which in 2016 celebrates 30 years of success. To mark the occasion, SAGE is launching a modernized visual identity and customer experience for its brand. The new corporate identity and product branding has been designed to

“The goal is to turn data into information, and information into insight.” Carly Fiorina, Former CEO of HP. Our proactive libraries help our customers to create new growth opportunities and strategies. Prospero uses the latest Self-Service Business Intelligence Technology to offer a built-in Dashboards and Report Creator, which has been

The wealth management industry faces significant challenges: competitive intensity is increasing, fees are being compressed, costs are rising, and investors expect traditional levels of return. These challenges require wealth managers to differentiate themselves. At the same time the rise of technology has re-defined how we interact with others and the

SAGE Group SA is one of the sponsors of this year’s Fund Forum Asia which will be held at JW Marriot Hotel in Hong Kong from April 18-21. Fund Forum Asia is the number 1 learning and networking event for the Asian Fund Management community. Our Chief Executive Officer, Jean-Luc

SAGE Group SA is one of the sponsors of this year’ Trust Officers Association of the Philippines (TOAP) annual convention which will be held in Puerto Princesa, Palawan from February 26-28. TOAP has members from of banks and investment houses duly licensed to perform trust, other fiduciary and investment functions.

IBS Intelligence, the definitive source of independent news and analysis on global financial technology markets, published a report on Abu Dhabi Commercial Bank (ADCB) in the UAE and its Wealth Management solution vendor, SAGE Group SA. ADCB, a full-service commercial bank with USD 58.5B in assets, also offers wealth management, private