Insights

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

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Making the business case for CLM implementation

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

Gaining a holistic view of your firm’s CLM requirements

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

Money can’t buy happiness… But ESG can

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

The link between compassion and technology for wealth managers

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

Making time to deliver value-added client service in wealth management

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

How can you manage compliance more effectively in wealth management?

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

How wealth managers can meet and exceed client expectations

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

Fintech Innovation Network – spotlight on Wealth Dynamix

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

Be transparent to build trust

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

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