Insights

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

Trois pièges courants dans la mise en œuvre de solutions d’onboarding

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

The robots might be coming… but they’d better be ready for a fight

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

The SaaS(y) New Approach to Client Lifecycle Management

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

Webinar: Under the Bonnet – what wealth managers really think of life in the front office

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

How has the pandemic changed the way wealth managers are interacting with clients?

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

My Prognosis for Remote Working in Wealth Management

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

Recognise the correlation between technology, costs and revenues to increase profitability

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

3 obstacles aux projets d’Onboarding en banque privée

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

Make or break: understanding the role of technology in wealth management

15 April 2021

Make or break: understanding the role of technology in wealth management

WealthTech influencer April Rudin speaks with our MD – UK and Americas Antony Bream in this extract from the US Wealth Technology Landscape Report 2021.

1 min. read

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