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
Slash IT infrastructure and maintenance costs
Download the Wealth Dynamix extract from the report now.
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At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.