Never before has any world event triggered such a dramatic shift in working practices, as quickly and universally as the Covid-19 pandemic.
Despite the initial disruption of enforced remote working, a growing number of wealth managers are now regarding it as an opportunity which can be built upon to improve client service on a long term basis.
Learn how leading firms are embracing remote working to:
Get the e-book to understand the role of technology in preserving client servicing quality, operational efficiency and regulatory compliance throughout the Client Lifecycle Management (CLM) process, while working remotely.
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.
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.