New Research Lifts the Lid on Front Office Life in Wealth Management, in the Relationship Managers Own Words

Relationship managers shared their views on their roles and the barriers that stand in the way of delivering the best client service.

Share

New Research Lifts the Lid on Front Office Life in Wealth Management, in the Relationship Managers Own Words

Compeer and Wealth Dynamix asked relationship managers for their views on their day job, client relationships, opportunities and pressure points

The findings paint a surprising picture of relationship managers’ motivations and how their firms have reacted to fast-changing market dynamics

London, UK, May 11, 2021 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has joined forces with independent research firm, Compeer, to understand the new reality within the fast-changing wealth management marketplace.

Wealth Dynamix and Compeer partnered to undertake the study in order to gauge the mood and motivations of the advice community. While the impact of the pandemic on the already shifting wealth management landscape has been well documented, many firms have kept their response to this under their belts.

In a culmination of discussions with Investment Managers, Portfolio Managers, and Wealth Managers from a cross-section of UK firms, the report looks at the dynamics within these businesses, from growth aspirations and margin pressures to how they’re managing prospects as well as clients themselves. The respondents shared their views on their priorities as they take stock of the last year and look to make sense of post-restriction life, including what they really think of their roles and the barriers that stand in the way of good client relationship management.

Gary Linieres, CEO and Co-founder of Wealth Dynamix says, “We are delighted to have worked with Compeer to produce the report, the findings of which echo many of the conversations we have had with our own clients. The narrative within the industry has shifted demonstrably in the last year or so and relationship managers have been busier than ever. Yet while the enforced adoption of remote working during the pandemic has been widely reported, our research unveils some surprising perspectives from relationship managers themselves on the reality of their roles and what truly makes them tick.”

The findings of the report, Managing the Client Lifecycle, will be previewed at a webinar hosted by James Brown, Compeer’s Head of Client Services, and Gary Linieres, Co-founder and CEO of Wealth Dynamix on Tuesday 25 May, 2021 at 09:30 BST / 10:00 CEST.

All webinar registrants will receive a pre-release copy of the research report.

READ OUR INSIGHTS

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

Transforming client relationship and wealth management: Wealth Dynamix joins forces with Flanks

9 November 2023

Transforming client relationship and wealth management: Wealth Dynamix joins forces with Flanks

Wealth Dynamix and Flanks, two leading innovators in the wealth management sector, are thrilled to announce their strategic partnership aimed at transforming client engagement and financial management practices.

3 min. read

Wealth Dynamix partners with REGDATA to create an industry first: a fully tokenised Client Lifecycle Management solution in the cloud!

19 October 2023

Wealth Dynamix partners with REGDATA to create an industry first: a fully tokenised Client Lifecycle Management solution in the cloud!

Wealth Dynamix today announces that they have partnered with REGDATA to create the first fully tokenised Client Lifecycle Management (CLM) solution in the cloud.

3 min. read

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

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding