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.

Share

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.

Share

 

dOWNLOAD OUR resource
FOR FURTHER INSIGHTS

“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.”

LATEST INSIGHTS

The future of onboarding: Embracing a holistic client lifecycle management approach

19 June 2026

The future of onboarding: Embracing a holistic client lifecycle management approach

Discover how a holistic Client Lifecycle Management (CLM) approach transforms onboarding in wealth management—boosting efficiency, ensuring compliance, and elevating the client experience through integrated, digital-first solutions.

5 min. read

Why first impressions matter: Rethinking onboarding in wealth management

26 May 2026

Why first impressions matter: Rethinking onboarding in wealth management

Discover why first impressions matter in wealth management onboarding. Learn how seamless, tech-savvy onboarding can elevate client experiences and build lasting loyalty.

3 min. read

Why the key to efficient onboarding is to focus on the wider journey

16 April 2026

Why the key to efficient onboarding is to focus on the wider journey

The client onboarding experience for many firms is the first time that a client comes ‘face-to-face’ with the processes and operations of a wealth management firm or private bank. The quality of this experience can set the tone for the ongoing relationship and the client’s expectations, but with a third of firms taking longer than three months to onboard clients, it can also represent a missed opportunity.

3 min. read

Sign up to our Newsletter

Would you like to visit our French website?

GET THE BROCHURE
Client Onboarding