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.
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.
18 September 2023
At the recent WealthTech Live event by The Wealth Mosaic in Singapore, Darell Miller, Managing Director – APAC, at Wealth Dynamix, talked about the need to scale profitably without costs becoming unmanageable.
5 min. read
13 September 2023
What’s driving people away from traditional wealth managers towards digital-first firms? Industry experts offer their strategic solutions.
10 min. read
29 August 2023
Catering for the needs and preferences of the next generation who are seeking ready access to advice and their portfolio via a seamless experience will necessitate the support of technology.
3 min. read