Insights

Explore our company news, experiences and insights as we deliver Client Lifecycle Management solutions worldwide!

Whitepaper: Enhancing the client-adviser relationship with technology

10 December 2020

Whitepaper: Enhancing the client-adviser relationship with technology

Learn how wealth management firms can enhance the client-adviser relationship at all stages by the intelligent application of technology.

1 min. read

Webinar: Enhancing the adviser-client relationship with technology

8 December 2020

Webinar: Enhancing the adviser-client relationship with technology

Hear industry experts discuss current challenges wealth management firms are facing and the best opportunities for new tools and technologies.

1 min. read

Webinar: The cost-to-income ratio conundrum. Do wealth managers have it under control?

26 November 2020

Webinar: The cost-to-income ratio conundrum. Do wealth managers have it under control?

Learn how successful wealth managers are boosting revenues and productivity at a faster rate than their operational costs.

1 min. read

Webinar: Battle for Budget – Client Experience vs Operational Efficiency

12 November 2020

Webinar: Battle for Budget – Client Experience vs Operational Efficiency

Witness the ultimate battle as Client Experience takes on Operational Efficiency for the title of No. 1 Wealth Management Technology Investment.

2 min. read

Webinar: 3 reasons wealth managers fail to get onboarding projects right

5 November 2020

Webinar: 3 reasons wealth managers fail to get onboarding projects right

Watch the webinar to discover the latest industry advances and expertise that could well unlock the onboarding maze and make your implementation a success.

1 min. read

Webinar: Orchestration du cycle de vie du client pour un onboarding premium

10 July 2020

Webinar: Orchestration du cycle de vie du client pour un onboarding premium

Discover how wealth managers can orchestrate Client Lifecycle management, step by step, to create a productive, cost-effective and revenue generating process that enriches client experience.

1 min. read

Webinar: Leveraging data to build lifelong client relationships in wealth management

16 June 2020

Webinar: Leveraging data to build lifelong client relationships in wealth management

Watch the webinar replay to discover how innovative wealth managers are leveraging data to build lifelong client relationships.

1 min. read

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

4 June 2020

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

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.

1 min. read

E-book: 4 Failsafe Ways To Preserve Client Service When Remote Working

1 June 2020

E-book: 4 Failsafe Ways To Preserve Client Service When Remote Working

Discover how whilst working remotely, wealth managers can leverage technology to preserve client servicing quality and operational efficiency throughout the client lifecycle.

1 min. read

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