Webinar: Top 5 Myths About Client Lifecycle Management (CLM)

Webinar: Top 5 Myths About Client Lifecycle Management (CLM)

Myths are very common. But they present a subtle trap as they are usually based on plausible half-truths, and they do not immediately lead you astray if you start to act on them. It’s only with the passage of time that you realise that you’ve made a mistake, but by then your wrong choices can’t be unmade and the damage is done.

The wealth management industry is no exception to myths, but the consequences of taking action or not thinking carefully can be long lasting.

Fear not. Dominic Snell, Director of Consulting (and international CRM/CLM expert!) at Wealth Dynamix is here to dispel the top 5 Client Lifecycle Management (CLM) myths and offer advice on how to oppose questions like

• Isn’t CLM just client onboarding, KYC and AML?
• Can CLM technology be a differentiator?
• Is CLM a new way of saying CRM?
• Does data drive the quality of a client relationship?
• Is integration something that only IT does?

Watch the webinar replay below to learn what CLM is really about, and how to avoid the common pitfalls in this space.