Insights
Explore our company news, experiences and insights as we deliver Client Lifecycle Management solutions worldwide!
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10 June 2021
People power: wealth management’s most valuable commodity, and how technology is holding it back
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
Trois pièges courants dans la mise en œuvre de solutions d’onboarding
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
The robots might be coming… but they’d better be ready for a fight
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
6 May 2021
The SaaS(y) New Approach to Client Lifecycle Management
Learn more about CLMi – the first-of-its-kind, cloud-based CLM SaaS solution, built specifically for wealth management firms.
1 min. read
30 April 2021
Webinar: Under the Bonnet – what wealth managers really think of life in the front office
Join us as we discuss the findings of our latest research report on the state of wealth management through the relationship manager’s eyes.
2 min. read
26 April 2021
How has the pandemic changed the way wealth managers are interacting with clients?
Antony Bream, MD of UK & Americas explains how the pandemic has given both advisors and clients more time, and what this means for engagement.
3 min. read
22 April 2021
My Prognosis for Remote Working in Wealth Management
Marketing Director Lucy Heavens reflects on how wealth managers have adapted to remote working, the challenges still to come and the long term legacy.
4 min. read
20 April 2021
Recognise the correlation between technology, costs and revenues to increase profitability
As focus shifts from business continuity to revenue growth wealth managers cannot delay digitising business-critical functions.
4 min. read
16 April 2021
3 obstacles aux projets d’Onboarding en banque privée
Apprenez à contourner les obstacles grâce à des processus efficaces et efficients qui réduisent les coûts, les délais d’onboarding et améliorent l'expérience du client final.
1 min. read
