{"id":2571,"date":"2020-05-27T09:12:15","date_gmt":"2020-05-27T09:12:15","guid":{"rendered":"https:\/\/altoo.io\/?p=2571"},"modified":"2023-07-04T17:23:31","modified_gmt":"2023-07-04T15:23:31","slug":"les-enseignements-de-covid-19-lessor-des-solutions-numeriques-pour-les-gestionnaires-de-patrimoine-2","status":"publish","type":"post","link":"https:\/\/altoo.io\/fr\/learnings-from-covid-19-the-rise-of-digital-solutions-for-wealth-managers-2\/","title":{"rendered":"Les enseignements de COVID-19 : L'essor des solutions num\u00e9riques pour les gestionnaires de patrimoine"},"content":{"rendered":"<div class=\"editor\">\n<p style=\"text-align: center;\"><iframe src=\"https:\/\/player.vimeo.com\/video\/423053367\" width=\"640\" height=\"444\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p>Ces derni\u00e8res semaines, le secteur de la gestion de patrimoine a connu une situation sans pr\u00e9c\u00e9dent : La nervosit\u00e9 des march\u00e9s financiers s'est conjugu\u00e9e aux d\u00e9fis op\u00e9rationnels pos\u00e9s par le passage des activit\u00e9s quotidiennes au mode \"travail \u00e0 distance\".<\/p>\n<p>Elle est soudain apparue comme une n\u00e9cessit\u00e9 absolue dans ce contexte, nous obligeant \u00e0 repenser les interactions humaines et les outils de communication, mais aussi \u00e0 optimiser les ressources et les co\u00fbts afin de pr\u00e9server la viabilit\u00e9 des mod\u00e8les d'entreprise dans l'industrie.<\/p>\n<p>Altoo a \u00e9t\u00e9 invit\u00e9 par <a href=\"https:\/\/sphere.swiss\/\" target=\"_blank\" rel=\"noopener\">Sph\u00e8re<\/a> pour un webinaire qui pr\u00e9sentera les meilleures pratiques et les enseignements tir\u00e9s des derni\u00e8res semaines, ainsi que les r\u00e9sultats d'une \u00e9tude de cas.\u00a0<strong><a href=\"https:\/\/sphere.swiss\/\" target=\"_blank\" rel=\"noopener\">Assetmax<\/a><\/strong>un syst\u00e8me de gestion de portefeuille suisse de premier plan pour les EAM et les family offices, et\u00a0<strong><a href=\"https:\/\/www.performance-watcher.ch\/\" target=\"_blank\" rel=\"noopener\">Observateur de performance<\/a><\/strong>La plateforme de comparaison pour l'\u00e9valuation des performances des portefeuilles g\u00e9r\u00e9s.<\/div>","protected":false},"excerpt":{"rendered":"<p>Ces derni\u00e8res semaines, le secteur de la gestion de patrimoine a connu une situation sans pr\u00e9c\u00e9dent : Une combinaison de march\u00e9s financiers nerveux et de d\u00e9fis op\u00e9rationnels li\u00e9s au passage de l'activit\u00e9 quotidienne au mode \"travail \u00e0 distance\". Altoo a \u00e9t\u00e9 invit\u00e9 par Sphere \u00e0 participer \u00e0 un webinaire pr\u00e9sentant les meilleures pratiques et les enseignements tir\u00e9s de ces derni\u00e8res semaines.<\/p>","protected":false},"author":2,"featured_media":10460,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"cybocfi_hide_featured_image":"","two_page_speed":[],"footnotes":""},"categories":[184,54,86,66,89,88,87],"tags":[],"class_list":["post-2571","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all-insights","category-altoo-intelligence","category-explore-by-entity","category-megatrends","category-multi-family-office","category-private-wealth-owners","category-single-family-office"],"_links":{"self":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts\/2571","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/comments?post=2571"}],"version-history":[{"count":4,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts\/2571\/revisions"}],"predecessor-version":[{"id":13646,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/posts\/2571\/revisions\/13646"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/media\/10460"}],"wp:attachment":[{"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/media?parent=2571"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/categories?post=2571"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/altoo.io\/fr\/wp-json\/wp\/v2\/tags?post=2571"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}