Insights

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

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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

Wealth Dynamix Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency

4 May 2021

Wealth Dynamix Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency

Wealth Dynamix ranked as one of the world’s leading 100 WealthTech companies for the third consecutive year.

3 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

Video: What is CLMi?

14 April 2021

Video: What is CLMi?

CLMi, the new client lifecycle management solution, enables your wealth management firm to be truly client centric.

2 min. read

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