Insights

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

Maintain momentum in technology adoption to empower advisors and increase relevance

25 February 2021

Maintain momentum in technology adoption to empower advisors and increase relevance

Wealth managers must leverage technology for healthy cost-to-income ratios, new clients and long term success.

3 min. read

Do frontline staff end up spending more time updating CLM systems than talking to clients?

24 February 2021

Do frontline staff end up spending more time updating CLM systems than talking to clients?

We share our thoughts to this question, which was posed during a webinar on the challenges around onboarding system implementations.

2 min. read

Beyond the pandemic: wealth management from the business’s perspective

23 February 2021

Beyond the pandemic: wealth management from the business’s perspective

How have wealth management firms adapted to Covid and what long term legacy will the pandemic leave in the industry?

3 min. read

Digitise processes across the client lifecycle for frictionless remediation

18 February 2021

Digitise processes across the client lifecycle for frictionless remediation

As remediation gathers pace, wealth managers must further accelerate digitisation to avoid resource-intensive distractions that impact sales.

4 min. read

Beyond the pandemic: wealth management from the advisors’ perspective

16 February 2021

Beyond the pandemic: wealth management from the advisors’ perspective

How have advisors been affected by the pandemic and what clues do the last 12 months hold for the future of the industry?

6 min. read

Spotlight on… Alpha FMC

11 February 2021

Spotlight on… Alpha FMC

Jamie Forrester, Associate Director at Alpha FMC joins us to discuss current technology trends in wealth management.

3 min. read

How do you accommodate the regulatory gap analysis process with other compliance activities like KYC?

10 February 2021

How do you accommodate the regulatory gap analysis process with other compliance activities like KYC?

Watch the response to this question which was raised during a webinar exploring the common challenges around onboarding solution implementation.

2 min. read

Beyond the pandemic: wealth management from the clients’ perspective

9 February 2021

Beyond the pandemic: wealth management from the clients’ perspective

How have the expectations of clients in wealth management changed since the start of the pandemic?

3 min. read

Spotlight on… EY

12 January 2021

Spotlight on… EY

Understand the digital transformation and innovation landscape in wealth management and what this means for the future role of relationship managers.

3 min. read

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