Are your advisors sitting firmly in the driving seat, steering client relationships and achieving winning outcomes in the shortest time possible? Are they in full control of the journey they travel with your clients – through initial engagement and sales to onboarding and beyond?
To accelerate client acquisition and grow AuM, wealth managers need a fresh approach. Your advisors need a simple-to-use, out-of-the-box client lifecycle management (CLM) platform that is deployed with ease in the cloud. They want intelligent automation that leverages data to drive decision making. They need tailored feeds that help prioritise actions and they need a single client view at the push of a button. If this sounds familiar, CLMi was designed for you.