Webinar: When is a CRM not a CLM? When it’s a core banking system.

Every private bank and wealth manager need to improve client engagement, formulate more compelling prospecting campaigns and offer more personalised services that drive AuM growth.

And although you may think that Client Lifecycle Management (CLM) is easier said than done, it doesn’t have to be that way.

  • Do you fully understand what CLM is?
  • Do you have the right tools for the job?
  • Do you have full visibility of the client lifecycle, from end to end, via one single view?
  • Is your service quality suffering due to the range of disparate systems required to manage customer interactions and records efficiently?
  • Are you able to focus on client service and business development, without being distracted by complex, disjointed systems that fail to deliver best practice?

If you answer “no” to one or more of these questions, it is time to re-evaluate.

The most competitive and agile firms are those with seamless front to back office capabilities that ensure compliance, increase operational efficiency and optimise cost-income ratio.

Join Wealth Dynamix and Azqore on a webinar to discover what best practice CLM looks like, and how to integrate it with your core banking system within a single, unified solution that spans the entire front to back office.




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


Dispelling the Myths Surrounding Hybrid Servicing in Wealth Management

27 March 2023

Dispelling the Myths Surrounding Hybrid Servicing in Wealth Management

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

The compliance advantages of hybrid servicing

23 March 2023

The compliance advantages of hybrid servicing

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

Is Hybrid Servicing the next big thing in WealthTech?

15 March 2023

Is Hybrid Servicing the next big thing in WealthTech?

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

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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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