The SaaS(y) New Approach to Client Lifecycle Management

Wealth managers invest a lot of time and energy trying to improve the client journey – yet they are on a journey too, and many are failing to remain on track.

CRM systems have failed to keep pace with the needs of demanding clients and complex regulatory requirements. Still faced with aging, inadequate and poorly adopted technology, and relationship managers who must navigate a myriad of data siloes to gain the insights needed to get client service right, many are questioning whether they can stay in the race.

Wealth Dynamix has been on a journey of its own – working with wealth managers to get Client Lifecycle Management just right.

The result? CLMi – the first-of-its-kind, cloud-based CLM SaaS solution, built specifically for wealth management firms.

Catch up on all the action from when Gary Linieres, Co-founder and CEO and Dominic Snell, Product Strategy Director explained:

  • Why a fresh approach to CLM is needed
  • How the client journey has evolved, and why CLM technology is now business-critical
  • What CLMi can do to take your firm from zero to hero, in a few short laps
  • How CLMi will transform your relationship managers from disgruntled and unempowered to motivated and successful

Are you on the qualifying grid to win the special benefits of being an early CLMi adopter? Watch the replay below to see CLMi in action.



Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.


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NEW - eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.  

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