Wealth management and private banking are two industries that have traditionally relied heavily on face-to-face interaction, be that between client and advisor or between different teams throughout the client lifecycle.
After the initial disruption and enforced digitisation following the pandemic, there is a growing industry consensus that many aspects of remote working have the potential to improve client service on a long term basis.
The resources below have been gathered to help firms not just cope with remote working, but to thrive and embrace the benefits it can bring to client lifecycle management (CLM).
Interested in how CLM technology supports remote working?
See it in action
Wealth Dynamix provides industry-leading solutions for wealth management and private banking firms to orchestrate every stage of the client lifecycle, from early engagement, to onboarding, to ongoing relationship management and client servicing. We bring together intelligent data management, smart automation and domain expertise to enable teams to deliver next-level client service while simultaneously lowering operational costs.