Research report: Managing the Client Lifecycle

What do wealth managers really think of life in the front office? The impact of the pandemic on the already shifting wealth management landscape has been well documented, but many firms have kept their response to this under their belts.

Wealth Dynamix wanted to lift the lid on the true state of wealth management through the relationship manager’s eyes. So we partnered with leading research firm Compeer to help us find out.

Compeer engaged with a cross section of front office staff across the UK wealth management market to understand the challenges they are facing and the opportunities that exist within the current environment.

We are pleased to share the findings of this research with you including:

• How relationship managers allocate time to daily tasks
• Challenges that stand in the way of good client lifecycle management
• How they and their clients are adjusting to the easing of lockdown restrictions
• How relationship managers are managing new business, and staying close to prospects as well as clients
• How the front office is embracing technology, and what difference it makes to client lifecycle management

Download the research report now to see the true state of wealth management through the relationship manager’s eyes.