Report: TWM Swiss WealthTech Landscape Report 2021

Wealth Dynamix was invited to contribute to the 2nd Swiss WealthTech Landscape Report published in Dec 2021. The report covers a wide array of technologies available in the Swiss Market.

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Why Swiss Banks Should Make Client Lifecycle Management their SaaS of Choice

In 2019, the Swiss Banking Association advised banks to embrace cloud technology, something that was a shift in culture and unprecedented at the time. With an end to the “outside the country, outside control” regulatory mindset which held the banking nation back, Swiss strategists were quick to install the latest SaaS (Software-as-a-Service) products. However, were they considering all the options because surely the Client Lifecycle Management (CLM) platforms, delivered via Saas, are the best way to get the most out of the cloud and the best customer service all in one go.

Learn more about this from our extract from the report and find out how:

  • Banks can know their clients like never before
  • Increased agility means increased competitivity
  • Minimal effort for maximum impact
  • Reduce business interruptions while tightening security
  • Slash IT infrastructure and maintenance costs


Download the Wealth Dynamix extract from the report now.

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“In particular, one of the most valuable things which CLM provides is unprecedented levels of data-driven customer insights. With CLM, wealth managers know their clients like never before.”

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