You’ve surely heard of CRM (Customer Relationship Management) – the central repository for storing client-contact information, accounts, leads, and sales opportunities, so that they’re accessible to everyone in real time; all to manage interactions with leads, prospects, and clients. As businesses grow, they need a central place to store their information. CRM is that place.
But what is CLM (Client Lifecycle Management)?
Where CRM preserves client data, CLM preserves the client.
Download the e-book to discover what CLM is (and isn’t!), who benefits from it and how CLM technology is key to minimising operational overheads and empowering staff to create additional value.
Complete the form to download the e-book
6 April 2023
Adopter de nouvelles technologies pour fournir des services hybrides et créer une proposition de service hautement différenciée et rentable pour les clients existants et futurs pourrait être la clé pour renforcer votre société de gestion de patrimoine et s'engager avec la prochaine génération d'investisseurs.
3 min. read
24 January 2023
Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm and engaging with the next generation of investors.
3 min. read
10 January 2023
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
1 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.