Peter Sallai

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banking asset management brokerage treasury trading risk pension insurance factoring private banking software wealth management chatbot it services & it consulting investment software wealth management solutions mobile app corporate actions digital transformation client relationship management integrated esg solutions financial institutions portfolio management real-time engagement hybrid advisory model automation risk assessment digital compliance financial planning performance analysis multi-level authorization report generation cloud-based services data analytics cost efficiency model portfolio management client onboarding customer engagement business consulting blockchain technology liquidity management net asset valuation financial services compliance self-service advisory tax calculation contract management investor transparency client-facing solutions wealth portal financial instruments regulatory measures securities bank securities asset securities events digital asset custody two-way communication audit controls portfolio optimization financial consulting remote workflows user experience client reporting educational content financial services information technology & services investment management b2b management consulting ux