It may be one of financial services’ most established sectors, but time rarely stands still in wealth management. With a third of clients reportedly switching providers or moving their assets over the last three years, and a further one in three expecting to follow suit, the pressure is on for market players to deliver an optimum service at every turn.
But onboarding continues to be a notorious pain point for clients and advisors alike. Industry players may be well aware of the importance of the early stages of a wealth management or private banking relationship, but processes are all-too-often complex, labour intensive and expensive. Add to this the widespread migration of clients and advisors online at the hand of the pandemic, and there’s nowhere for firms who can’t sharpen and speed up early client engagement to hide.
Get onboarding right, however, and there’s everything to play for in this fast-moving and fragmented industry. In our webinar, Wealth Dynamix and Chappuis Halder join forces to explore the industry advances and expertise that could well unlock the onboarding maze and make your implementation a success.
This webinar explores three common oversights that stand in the way of a smooth and seamless onboarding implementation:
Our panel examine how market players can circumnavigate these challenges with efficient and effective processes that reduce costs, onboarding times and improve the end client experience.
Watch the webinar now to understand the latest innovations and expertise that could well unlock the onboarding maze and make your implementation a success.
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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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.
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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.