Stay on top of regulatory change – ARE YOU GDPR READY? [Report]

Firms managing client money must consider the ramifications of GDPR and the role of a wealth management CRM can play for how client data is managed.

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In this guide you will find out:

Read about the steps needed for wealth managers to comply with the latest personal data legislation, GDPR

  • GDPR is a very important piece of legisltion to understand
  • If you are dealing with private individuals then you need to comply
  • We outline the steps to take to ensure compliance and best-practice
  • Technology can play a key role in adherence, automation and data storage

About this guide

Wealth and Investment Management firms must consider the ramifications of this regulatory change on how client data is managed in a relationship-driven industry.

Dominic Snell - Chief Product Officer at Wealth Dynamix

Wealth and Investment Management firms must consider the ramifications of this regulatory change on how client data is managed in a relationship-driven industry.

Dominic Snell

Director of Consulting

Firms should view GDPR as an opportunity to address clients’ transparency and privacy expectations. By engaging clients at every stage of the lifecycle, firms can enhance the client experience, while strengthening trust and in turn improving client retention.

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