Webinar: Building an Effective Business Case for WealthTech CLM

AltFi describes a ‘transformation tsunami’ sweeping through the Wealth Management sector. Yet as private banks and wealth management firms mobilise to meet soaring client expectations and find operational efficiencies across the client lifecycle, many fail to prioritise outcomes effectively, scope their business case or secure ample budget.

Building a compelling business case for technological investment can appear complex, yet it needn’t be. Watch our webinar to get the inside track and build a better business case faster.

Speakers:

  • Johnny Beloe, Director of Pre-Sales, Wealth Dynamix
  • William Rouse, Commercial Director, UK, MEA & NA, Wealth Dynamix
  • Wasim Khouri, Chief Strategy Officer, Monument
  • Oliver Smith, Managing Editor, AltFi

Available for download

Our eBook: Building an Effective Business Case for WealthTech CLM – 6 Steps to Success is available for download.

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.

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Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

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