Client lifecycle management for wealth managers: transforming technology & teams

Getting Client Lifecycle Management (CLM) right can be challenging… but it doesn’t have to be. Join our webinar to learn more.

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Client lifecycle management for wealth managers: transforming technology & teams

Getting Client Lifecycle Management (CLM) right can be challenging… but it doesn’t have to be.

Your current systems and processes are like musical instruments. When each instrument plays its tune, in time and on key, it sounds great. But like your client lifecycle, a complete symphony of instruments playing beautifully together is the greater than the sum of its parts. This only happens when instruments come together and are organised and managed by a conductor.

For a wealth management firm, the prospect of integrating all elements of the CLM process – from initial engagement through sales and marketing to onboarding, ongoing client servicing and regulatory compliance – can seem daunting. But you can integrate these elements step-by-step, with a long-term vision of combining them into a unified whole.

Discover how wealth managers can orchestrate CLM, one team, one process, one service at a time, to create a productive, cost-effective and revenue generating integrated solution that enriches the client experience.

Join our 45-minute webinar on May 12 to learn:

  • Gains and savings: The significant business values of end-to-end CLM process automation
  • The CLM beginning and end: The importance of addressing each phase effectively, individually and as a whole
  • Step by step: How to implement CLM in quicker and easier to deploy projects
  • Use what you’ve already got: How to orchestrate CLM into a unified process, when you already have multiple systems in place

READ OUR INSIGHTS

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How can wealth managers leverage data to drive relevance?

Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.

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The compliance advantages of hybrid servicing

24 February 2024

The compliance advantages of hybrid servicing

There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.

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Re-imagining prospecting in wealth management: a necessity in today’s dynamic market

17 January 2024

Re-imagining prospecting in wealth management: a necessity in today’s dynamic market

The traditional wealth management model is no longer sufficient for today's dynamic market. To thrive, firms must embrace prospecting by crafting a culture that prioritises client segmentation, prospect allocation, performance enhancement, junior banker empowerment, and personalised digital engagement.

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LATEST INSIGHTS

How can wealth managers leverage data to drive relevance?

27 February 2024

How can wealth managers leverage data to drive relevance?

Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.

4 min. read

The compliance advantages of hybrid servicing

24 February 2024

The compliance advantages of hybrid servicing

There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.

3 min. read

Wealth Dynamix now available on Temenos Exchange

1 February 2024

Wealth Dynamix now available on Temenos Exchange

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.

3 min. read

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