Whitepaper: Enhancing the client-adviser relationship with technology

Wealth Dynamix and The Wealth Mosaic partnered to host a virtual roundtable with six leading private banks and wealth managers in Switzerland. 

The objective was to understand their views on how technology can enhance the relationships between advisers and clients throughout the client lifecycle.

The responses from the roundtable discussions have been consolidated into a whitepaper which we are delighted to share with you. 
 
Learn what the industry experts had to say about
 
  • challenges faced during client discovery and prospecting, onboarding and ongoing relationship management
  • the multiple opportunities they see from the deployment of new technologies and tools
  • best practice advice to improve the client-adviser relationship

No matter what the strategy and approach, all wealth managers are agreed that the client-adviser relationship remains the single most important thing.

Download the whitepaper now to learn why our participants believe it can be significantly enhanced at all stages by the intelligent application of technology.

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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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