In this guide you will find out:
Read how technology is able to empower advisors with new insights and productivity tools, rather than simply replace them
- Placing functionality and solutions at the advisor's fingertips
- Allowing clients to self-serve but use advisor for deeper matters
- Providing advisor with more solutions and insights drives new business
- Balancing self-serve with advisor technology will increase efficiency
About this guide
The world of wealth is rapidly changing. The industry needs to adopt a wider-reaching approach to client engagement in order to stay ahead of shifting demographics, geopolitical and regulatory dynamics. Wealth Dynamix looks at the benefits of client lifecycle management technology managing client wealth.
A well-designed and fully-integrated CLM solution has the ability to transform client relationships whilst empowering wealth managers.
David Backx
Head of Continental Europe
A true CLM solution covers the full end-to-end journey and processes of a wealthy individual or institution being managed throughout their life by their Wealth Manager and encompasses all interactions they have with various departments across the firm.
The tech enablement of this approach includes the core front-middle office functions of acquisition, digital onboarding, account opening, continuous regulatory compliance, relationship management, client servicing and even off-boarding.
via the form below
Share
READ OUR INSIGHTS
10 October 2022
eBook: 10 Reasons to Choose Wealth Dynamix
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
3 October 2022
Whitepaper: Seizing the Opportunities for NextGen Wealth Management in Asia
Hubbis hand-picked a panel of wealth management experts to join Gabriel Chan, Head of APAC at Wealth Dynamix to focus their attention on the needs and expectations of the next generations of Asia’s private clients.
3 min. read
22 August 2022
eBook: Building an Effective Business Case – 7 Pitfalls to Avoid
In this eBook we lay out 7 pitfalls that we hope can support you in making the best possible business decisions. These are lessons learned from our decades of collective experience in delivering transformational CLM solutions to many of the leading names in Wealth Management, Private Banking and Asset Management.
3 min. read
