Insights

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

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Comment aider les conseiller en gestion de patrimoine pour être plus efficace et pertinent dans la relation client

10 September 2020

Comment aider les conseiller en gestion de patrimoine pour être plus efficace et pertinent dans la relation client

Des gains très importants peuvent être réalisés grâce à la suppression des tâches routinières et répétitives qui affligent les gestionnaires de relation client depuis de nombreuses années.

3 min. read

WealthTech Views Report: Using technology to engage with clients

4 September 2020

WealthTech Views Report: Using technology to engage with clients

Get the latest WealthTech report to learn how technology is helping advisors engage with clients and deliver high quality service throughout the client lifecycle.

1 min. read

Compelling reasons to marry Client Lifecycle Management with digital signatures

5 August 2020

Compelling reasons to marry Client Lifecycle Management with digital signatures

Digital signatures is one of the most powerful and effective ways to cut time, cost and friction out of wealth management processes, throughout the client lifecycle.

4 min. read

Beyond onboarding: pitfalls and potential during a pandemic

29 July 2020

Beyond onboarding: pitfalls and potential during a pandemic

How has the pandemic impacted the three vital phases of client lifecycle management (not only onboarding), and how can wealth managers respond?

3 min. read

3 Common misconceptions about digital signatures in wealth management

22 July 2020

3 Common misconceptions about digital signatures in wealth management

Given that digital signature technology has existed for many years, why has the wealth management sector been so slow to act?

3 min. read

The Vital Future of Relationship Management in Asia

20 July 2020

The Vital Future of Relationship Management in Asia

How technology and relationship managers maximise growth, impact revenue and nurture better client relationships?

4 min. read

COVID-19 renews impetus to fix legacy technology and get digital engagement right

16 July 2020

COVID-19 renews impetus to fix legacy technology and get digital engagement right

What are the top 4 technological priorities wealth managers should focus on to accommodate our 'new normal' and get digital engagement right?

3 min. read

How to leverage data to build life-long relationships

29 June 2020

How to leverage data to build life-long relationships

With data in place there are no technological reasons to restrict the analysis and insight needed to ensure AUM growth, and emotionally connect with clients for the long term.

4 min. read

Goal-based planning: transforming missed opportunities into growth

25 June 2020

Goal-based planning: transforming missed opportunities into growth

Goals-based planning is fast-becoming a competitive differentiator for wealth managers. So, what are the pitfalls for relationship managers who lack visibility of a client’s goals, on a day-to-day basis?

2 min. read

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