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Wealth managers must listen and do more to engage with and retain their clients and continue to offer the best client experience. Implementing a robust, enterprise level Client Lifecycle Management (CLM) solution is the game changer.
So, what makes a winning CLM solution and how can you maximize its impact?
Firms should view GDPR as an opportunity to address clients’ transparency and privacy expectations. By engaging clients at every stage of the lifecycle, firms can enhance the client experience, while strengthening trust and in turn improving client retention.
Though technology makes wealth management easier and more personalised than ever, new tools inevitably bring new challenges.
To ensure that firms are able to meet these digital needs of clients, it is important that advisors and individuals working at them embrace the change.
WDX’s solutions, based on the Microsoft Dynamics platform, are designed to address the increased demand for high quality relationship management and the regulatory and digital challenges of today’s wealth and investment managers.
WDX offers client management and business intelligence solutions based on the Microsoft Dynamics platform and can be delivered either via the cloud or within existing in-house infrastructure.
With trillions passing between generations each year, the need for a digital paperless process is key to being able to retain and grow AUM.
The regulator expects the industry to be demonstrating trustworthy behaviour in their day to day conduct towards clients.
The right technology is not a nice to have feature, it is now an absolutely essential component.
Client onboarding is a complicated and a commercially sensitive process which cannot be met effectively without appropriate technology.
Technology is constantly updating and improving, and in order to remain competitive it is vital to keep pace.