Do you have 360-degree visibility of your clients’ goals and characteristics, spanning the entire client lifecycle? Are your relationship managers fully equipped to deliver proactive and personalised client service? Are your client lifecycle management systems compliant, scalable and cost-effective?
With Capgemini’s 2019 World Wealth Report highlighting that 91% of high net worth individuals consider service quality to be an essential wealth manager selection criterion, the stakes have never been higher. Technology enabled Client Lifecycle Management (CLM) is the answer, although just 25% of firms have a fully integrated system which covers the entire client lifecycle, and 37% are stalled in the earliest stages of leveraging this technology, according to a recent survey by WealthBriefing.
Wealth Dynamix provides a multi-award winning, fully integrated, end-to-end digital CLM solution that addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing.
If your CLM is failing to deliver a holistic 360-degree client view, and is impacting client acquisition and retention, download the e-book to discover how you can win with Wealth Dynamix.
Complete the form to download the e-book
24 January 2023
Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm and engaging with the next generation of investors.
3 min. read
10 January 2023
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
1 min. read
10 October 2022
As we celebrate 10 years supporting wealth and asset management firms, we lay out how you can win with Wealth Dynamix starting with these 10 reasons.
3 min. read
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.