Martin’s focus at Prometeia is supporting the digitalization of investment advisory services which financial intermediaries offer to their retail clients. He helps banks, asset managers and financial advisory networks design value-adding service models and build the underlying technological infrastructure using Prometeia’s front office software modules. Having worked with numerous leading institutions, he is experienced in the consolidation, automation, governance and monitoring of advisory processes personalized to each investor, ensuring consistent quality standards and regulatory compliance across large distribution networks.
In addition to front office advisory processes and technology, he is also involved in business intelligence and commercial planning engagements which aim to track wealth and asset managers’ current business performance and set objectives for the future.
He is a graduate of Cornell University and has been based in the US, UK and Italy following a variety of clients across Europe and the USA in both technical and business capacities.