Each instrument in an orchestra has its own part to play in creating an awesome musical experience. Each has its own music sheet dictating what key to play in, when it should play and at what speed. Each is a vital team member. They know their role and they perform it perfectly. They deliver value to the orchestra, from the opening bar to the very last chord.
So, what does this have to do with wealth management and technology?
It has everything to do with your teams and your technology: how they come together to manage the full client lifecycle from start to finish. Each performance comes alive when everyone plays together, in harmony. But what happens when they don’t? The result is disorganised and messy.
Meet Dominic, our conductor. Dominic’s mission is to optimise our musical experience. With strong direction, and a tap of his baton, Dominic brings the instruments together to create a harmonious orchestra, with beautiful results.
Orchestrating client lifecycle management isn’t easy. Clients don’t know or care how it happens. They just want great client service, from the first interaction to onboarding and beyond.
Are your client lifecycle management processes unified?
Are they tightly integrated or are they misaligned?
27 March 2023
Traditional Wealth Management firms and Private Banks may think that human service will confer a point of difference in time. However, they could be standing on a burning bridge. There are some very compelling reasons for adopting AI technology and automation within your service model, and in time, protecting profitability will likely force action.
3 min. read
23 March 2023
There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.
3 min. read
15 March 2023
A Hybrid Servicing model is central to the future of wealth management. Its growing popularity has been driven by a more digitally adept population, and a younger demographic of HNW and UHNW investors impacting the current benchmarks for client servicing and accessibility to financial data.
3 min. read
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.