Insights
Explore our company news, experiences and insights as we deliver Client Lifecycle Management solutions worldwide!
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10 November 2021
Making the business case for CLM implementation
How do wealth managers demonstrate the return on investment (ROI) of new client lifecycle management and CRM solutions?
3 min. read
21 October 2021
Gaining a holistic view of your firm’s CLM requirements
How do wealth managers gain a 360-degree view across the entire business and throughout every stage of the client journey?
3 min. read
7 October 2021
Money can’t buy happiness… But ESG can
How can wealth managers boost client and employee happiness using ESG? And how can they enjoy this $171 trillion market without greenwashing?
8 min. read
26 August 2021
The link between compassion and technology for wealth managers
From client sentiment to communication, we look at the business relevance of compassion in wealth management and the role of technology as an enabler.
3 min. read
19 August 2021
Making time to deliver value-added client service in wealth management
To increase the value of your client service, relationship managers need more time and actionable insights to foster trusted client relationships.
3 min. read
11 August 2021
How can you manage compliance more effectively in wealth management?
Wealth management advisors are investment management experts, not compliance administrators – and it needs to remain that way.
3 min. read
5 August 2021
How wealth managers can meet and exceed client expectations
Three industry experts weigh in on changing client expectations, hyper-personalisation and the growing role of the human / digital hybrid model.
10 min. read
28 July 2021
Fintech Innovation Network – spotlight on Wealth Dynamix
Watch FIN's interview with our Product Strategy Director Dominic Snell discussing digitisation of client lifecycle management in wealth management.
1 min. read
22 July 2021
Be transparent to build trust
Trust and service are the lifeblood of every client-advisor relationship. When trust is lost, clients walk and referrals drop. But how is trust built?
3 min. read
