You’ve surely heard of CRM (Customer Relationship Management) – the central repository for storing client-contact information, accounts, leads, and sales opportunities, so that they’re accessible to everyone in real time; all to manage interactions with leads, prospects, and clients. As businesses grow, they need a central place to store their information. CRM is that place.
But what is CLM (Client Lifecycle Management)?
Where CRM preserves client data, CLM preserves the client.
Download the e-book to discover what CLM is (and isn’t!), who benefits from it and how CLM technology is key to minimising operational overheads and empowering staff to create additional value.
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1 June 2021
Take a look under the bonnet to understand what wealth managers really think of life in the front office.
1 min. read
14 April 2021
CLMi, the new client lifecycle management solution, enables your wealth management firm to be truly client centric.
2 min. read
5 February 2021
The Wealth Dynamix leadership team reflect on 2020 and share advice for wealth managers looking to differentiate their client service in 2021.
1 min. read