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.
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.
10 June 2021
Understand the opportunities, ambitions and challenges of life in the front office through the perspective of the relationship manager
5 min. read
26 May 2021
Quel est le coût réel de la mise en œuvre d'une solution d’onboarding dans le domaine du wealth management?
5 min. read
12 May 2021
Technology and robo-advisors beware - word on the ground in wealth management is that the human touch has plenty of mileage in it yet.
3 min. read