Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
Browse by type
10 July 2023
Client Lifecycle Management (CLM) versus Client Relationship Management (CRM) – what’s the difference and why does it matter?
Wealth Dynamix explains why adopting a holistic approach to managing the entire client lifecycle, covering CRM, onboarding, prospecting, and ongoing management, is the ultimate solution for achieving efficiency and elevating the client experience. This approach is known as Client Lifecycle Management (CLM).
5 min. read
21 October 2021
Gaining a holistic view of your firm’s CLM requirements
How do wealth managers gain a 360-degree view across the entire business and throughout every stage of the client journey?
3 min. read
