E-book: What is Client Lifecycle Management (CLM)?

What is Client Lifecycle Management (CLM)?

What is CLM e-bookYou’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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Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

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