Comarch Wealth Management Wins Prestigious Patrimonia Award

We are thrilled to share some fantastic news with you! Comarch Wealth Management was awarded the prestigious "Digital Innovation" trophy in the "Advisory/Analysis" category at Patrimonia – France's largest wealth management event!

This recognition highlights our platform’s innovative approach to empowering financial institutions and delivering hyper-personalized advisory services to retail, mass-affluent, and private customers. It reinforces our value to the wealth management industry and demonstrates our commitment to staying at the forefront of digital transformation.

The jury appreciated the platform's educational and proactive approach, which enhances advisory services and fosters stronger client relationships.

The Patrimonia Convention, sponsored by the Ministry of Economy, Finance, Industrial Sovereignty, and Digital of France, is an annual event held in Lyon. As the largest gathering in France, this trade show brings together the crème de la crème of wealth advisors. This year, the convention was held for the 31st time.