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Build an Effective Business Case for CRM

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

THE TIME TO INVEST
IS NOW

Wealth Management is undergoing a period of intense technological transformation fuelled by changing client needs & expectations.

3 reasons a business case needs to deliver

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 landscape is shifting

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.

The business case process is speeding up

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.

It’s an increasingly complex area which requires in-depth scrutiny

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.

eBook: Building an effective business case for wealthTech ClM - 6 steps to success

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.

INFOGRAPHIC: Building an effective business case
- 6 steps to success

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:

WEBINAR

Building a business case - The key to unlocking value

13 SEPTEMBER 2022 - 11:00am (BST)

BUILDING AN EFFECTIVE BUSINESS CASE: 7 PITFALLS TO AVOID
The e-book designed to keep your business case on the right track

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.

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READY TO CRUNCH
SOME NUMBERS?

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.

EBOOK: BUILDING AN EFFECTIVE BUSINESS CASE - 7 PITFALLS TO AVOID

Download your free copy to tackle your business case with confidence & avoid most common obstacles

INFOGRAPHIC: 7 PITFALLS TO AVOID

Don’t have time to read the full report? Check out our ‘7 Pitfalls to Avoid’ Infographic 

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