Report: TWM Swiss WealthTech Landscape Report 2021

Why Swiss Banks Should Make Client Lifecycle Management their SaaS of Choice

In 2019, the Swiss Banking Association advised banks to embrace cloud technology, something that was a shift in culture and unprecedented at the time. With an end to the “outside the country, outside control” regulatory mindset which held the banking nation back, Swiss strategists were quick to install the latest SaaS (Software-as-a-Service) products. However, were they considering all the options because surely the Client Lifecycle Management (CLM) platforms, delivered via Saas, are the best way to get the most out of the cloud and the best customer service all in one go.

Learn more about this from our extract from the report and find out how:

  • Banks can know their clients like never before

  • Increased agility means increased competitivity

  • Minimal effort for maximum impact

  • Reduce business interruptions while tightening security
  • Slash IT infrastructure and maintenance costs

Download the Wealth Dynamix extract from the report now.

Access the resource
via the form below

Share

Share on email
Share on twitter
Share on linkedin
Wealth Dynamix
Wealth Dynamix

Wealth Dynamix Team

Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

READ OUR INSIGHTS

E-book: The 7 Deadly Myths of Client Lifecycle Management (2022)

21 January 2022

E-book: The 7 Deadly Myths of Client Lifecycle Management (2022)

At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.

1 min. read

Whitepaper: Empowering the Relationship Manager & Delivering Wealth Management for Tomorrow’s World

22 December 2021

Whitepaper: Empowering the Relationship Manager & Delivering Wealth Management for Tomorrow’s World

The relationship manager will continue to be central to the delivery of the enhanced capabilities & solutions in the Asian wealth management industry.

1 min. read

E-book: 6 Ways Wealth Managers Can Convert Interactions Into Trusted Client Relationships

23 June 2021

E-book: 6 Ways Wealth Managers Can Convert Interactions Into Trusted Client Relationships

Learn how wealth managers can leverage intelligent technology to build stronger relationships with clients and boost loyalty.

1 min. read

GET THE BROCHURE
Client Onboarding