Insights

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

Servitisation – backed by data-driven hyper-personalisation

2 July 2021

Servitisation – backed by data-driven hyper-personalisation

Data-driven hyper-personalisation must be used intelligently, to avoid inaccurate assumptions and boost relevance.

7 min. read

Eliminate duplicate data, at all costs

30 June 2021

Eliminate duplicate data, at all costs

When data capture goes wrong, what is the impact on client experience, quality of service and operational efficiency?

6 min. read

The untapped majority: making sense of data

22 June 2021

The untapped majority: making sense of data

While technology has given rise to a tapestry of data, lack of cohesion has left many advisors grappling to make sense of the insights at their fingertips.

5 min. read

People power: wealth management’s most valuable commodity, and how technology is holding it back

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

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

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