Webinar: Client Lifecycle Management for Wealth Managers: Transforming your technology & teams

Webinar: Client Lifecycle Management for Wealth Managers: Transforming your technology & teams

Getting Client Lifecycle Management (CLM) right can be challenging… but it doesn’t have to be.

Your current systems and processes are like musical instruments. When each instrument plays its tune, in time and on key, it sounds great. But like your client lifecycle, a complete symphony of instruments playing beautifully together is the greater than the sum of its parts. This only happens when instruments come together and are organised and managed by a conductor.

For a wealth management firm, the prospect of integrating all elements of the CLM process – from initial engagement through sales and marketing to onboarding, ongoing client servicing and regulatory compliance – can seem daunting. But you can integrate these elements step-by-step, with a long-term vision of combining them into a unified whole.

Watch our 45-minute webinar to learn:

– Gains and savings: The significant business values of end-to-end CLM process automation
– The CLM beginning and end: The importance of addressing each phase effectively, individually and as a whole
– Step by step: How to implement CLM in quicker and easier to deploy projects
– Use what you’ve already got: How to orchestrate CLM into a unified process, when you already have multiple systems in place

If you are a Chief Operations Officer, Head of Client Service, Head of Relationship Management, or a Head of CRM/Onboarding/KYC, watch the webinar replay below to discover how you can orchestrate CLM, one team, one process, one service at a time, to create a productive, cost-effective and revenue generating integrated solution that enriches the client experience.

Complete the form to download the webinar

 

Share

Share on email
Share on twitter
Share on linkedin
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: 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

Research report: Managing the Client Lifecycle

1 June 2021

Research report: Managing the Client Lifecycle

Take a look under the bonnet to understand what wealth managers really think of life in the front office.

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

GET THE BROCHURE
Client Onboarding