Solutions
Make a bullet-proof case for investment in CRM or CLM with our tips and tools designed to help you explore and unlock the value of your business case
Wealth Management is undergoing a period of intense technological transformation fuelled by changing client needs & expectations.
Technological transformation projects can be complex to scope, necessitating a holistic approach across your organisation.
Before making the case for an end-to-end Client Lifecycle Management system (CLM), it’s vital to do your research. The optimal solution will only reveal itself through adequately prioritising your outcomes, challenging assumptions, and comparing options.
Within the Wealth Management sector, transformation business cases are on the rise and here’s why:
The digital disruption presented by the Covid-19 pandemic has resulted in a dramatic shift in client mindset – accelerating the digitisation of operations by three or four years.
With increasing pressure to act, the timescale for building a business case is often just a few months.
Our tips and tools will not only help you to create a better, more rounded business case, but to do so faster.
As your business evolves, mapping existing processes and assessing the impact of changes can become more challenging to quantify.
It’s especially challenging when these processes run throughout the entire client lifecycle. Knowing and demonstrating which levers and metrics are most relevant in delivering ROI is vital to the success of your business case.
Our Six Steps to Success eBook walks you through the business case process logically, from gaining strategic alignment across your organisation to identifying the core obstacles and scoping benefits accurately.
Want to create a bullet-proof business case? Our infographic summarises the key points within the e-book above.
Why not download and share the 6 key steps starting from the need for strategic alignment all the way through to the business case generation?
In association with:
13 SEPTEMBER 2022 - 11:00am (BST)
Regrettably, many business cases for investment in CRM or CLM fail.
After a decade of optimising Wealth Management processes through end-to-end Client Lifecycle Management, our consultants have viewed hundreds of business cases of varying effectiveness. Our e-book outlines how to avoid these common obstacles.
Take a look today to tackle your business case with renewed confidence.
Calculating the return on investment (ROI) of a new Client Lifecycle Management system can be tricky because the benefits and savings can be hard to quantify.
Missing details can under-estimate the true savings – whilst a complex environment and a lack of due diligence can result in a duplication of benefits.
Wealth Dynamix can help you to understand the true business case and support your decision-making when it comes to implementing an end-to-end client CRM solution.
Our benefits calculator provides a flavour of the savings and productivity gains you can enjoy for prospecting, onboarding and managing clients – for a fuller picture, contact us.
Download your free copy to tackle your business case with confidence & avoid most common obstacles
Don’t have time to read the full report? Check out our ‘7 Pitfalls to Avoid’ Infographic
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.
When implementing a WealthTech CRM solution, Wealth managers need a fit-for-purpose, best-in-class business case blueprint which can help them navigate the process rapidly.
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 is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.
