Developing any business case brings challenges, however developing one that potentially impacts all business departments at every stage of the customer lifecycle presents one of the more complex tasks that a Wealth Management business will undertake.
With over a decade of experience supporting Private Banks for Wealth Management firms develop their business case for WealthTech transformation we’ve discovered that there are many unique undertakings associated with building an effective business case across the client lifecycle.
Adopting the right methodology is important because the business case process is speeding up. UK software buyers tend to make software purchase decisions much faster, as the rate of technological advancement continues to rise. Analysis by Gartner of 233 UK-based businesses revealed that 60% want to complete the selection process in less than three months. With this in mind, it is essential that wealth managers have at their disposal a fit-for purpose, best-in-class business case blueprint which concludes the process rapidly.
We hope that our “Six Steps to Success” e-book provides some food for thought when embarking on your own WealthTech transformation project – and that by following some if not all of our tips you reap the rewards your business case sets out.
Download your copy of the eBook: Building an Effective Business Case for WealthTech CLM – 6 Steps to Success.
6 April 2023
Adopter de nouvelles technologies pour fournir des services hybrides et créer une proposition de service hautement différenciée et rentable pour les clients existants et futurs pourrait être la clé pour renforcer votre société de gestion de patrimoine et s'engager avec la prochaine génération d'investisseurs.
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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.
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10 January 2023
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
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