Every engagement with a client provides an array of information which can be used to improve relationships, open new revenue streams and increase lifetime value. A skilled relationship manager will naturally pick up on subtle nuances in one-to-one meetings which will affect the guidance they give, but how do wealth managers harness this information at scale to drive value and ensure good client outcomes?
“To increase efficiency in the front office, which accounts for more than 50% of costs, Wealth Managers must free up Relationship Manager capacity for revenue-generating activities by automating and digitising processes.” Oliver Wyman Global Wealth Managers Report, 2019
From the immediate short term through to the years ahead, savvy wealth managers are identifying opportunities to leverage data and automate tasks to free up time. Getting this right depends on a combination the right technology to collect and analyse data and empowering staff with the right tools so they can take full advantage.
Join industry experts from Wealth Dynamix and Recordsure on a webinar to discover:
If you are a Chief Compliance Officer, Head of Client Service, Head of Relationship Management, or a Head of CRM/Onboarding/KYC, watch the webinar replay below to discover how innovative wealth managers are leveraging data to build lifelong client relationships.
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.
3 min. read
10 January 2023
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
1 min. read
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.