You’ve surely heard of CRM (Customer Relationship Management) – the central repository for storing client-contact information, accounts, leads, and sales opportunities, so that they’re accessible to everyone in real time; all to manage interactions with leads, prospects, and clients. As businesses grow, they need a central place to store their information. CRM is that place.
But what is CLM (Client Lifecycle Management)?
Where CRM preserves client data, CLM preserves the client.
Download the e-book to discover what CLM is (and isn’t!), who benefits from it and how CLM technology is key to minimising operational overheads and empowering staff to create additional value.
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.