Myths are very common. But they present a subtle trap as they are usually based on plausible half-truths, and they do not immediately lead you astray if you start to act on them. It’s only with the passage of time that you realise that you’ve made a mistake, but by then your wrong choices can’t be unmade and the damage is done.
The wealth management industry is no exception to myths, but the consequences of taking action or not thinking carefully can be long lasting.
Fear not. Dominic Snell, Director of Consulting (and international CRM/CLM expert!) at Wealth Dynamix is here to dispel the top 5 Client Lifecycle Management (CLM) myths and offer advice on how to oppose questions like
Watch the webinar replay below to learn what CLM is really about, and how to avoid the common pitfalls in this space.
6 April 2023
Adopter de nouvelles technologies pour fournir des services hybrides et créer une proposition de service hautement différenciée et rentable pour les clients existants et futurs pourrait être la clé pour renforcer votre société de gestion de patrimoine et s'engager avec la prochaine génération d'investisseurs.
3 min. read
24 January 2023
Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm and engaging with the next generation of investors.
3 min. read
10 January 2023
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
1 min. read