Insights

Explore our company news, experiences and insights as we deliver Client Lifecycle Management solutions worldwide!

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Comment aider les conseiller en gestion de patrimoine pour être plus efficace et pertinent dans la relation client

10 September 2020

Comment aider les conseiller en gestion de patrimoine pour être plus efficace et pertinent dans la relation client

Des gains très importants peuvent être réalisés grâce à la suppression des tâches routinières et répétitives qui affligent les gestionnaires de relation client depuis de nombreuses années.

3 min. read

WealthTech Views Report: Using technology to engage with clients

4 September 2020

WealthTech Views Report: Using technology to engage with clients

Get the latest WealthTech report to learn how technology is helping advisors engage with clients and deliver high quality service throughout the client lifecycle.

1 min. read

Compelling reasons to marry Client Lifecycle Management with digital signatures

5 August 2020

Compelling reasons to marry Client Lifecycle Management with digital signatures

Digital signatures is one of the most powerful and effective ways to cut time, cost and friction out of wealth management processes, throughout the client lifecycle.

4 min. read

Beyond onboarding: pitfalls and potential during a pandemic

29 July 2020

Beyond onboarding: pitfalls and potential during a pandemic

How has the pandemic impacted the three vital phases of client lifecycle management (not only onboarding), and how can wealth managers respond?

3 min. read

3 Common misconceptions about digital signatures in wealth management

22 July 2020

3 Common misconceptions about digital signatures in wealth management

Given that digital signature technology has existed for many years, why has the wealth management sector been so slow to act?

3 min. read

The Vital Future of Relationship Management in Asia

20 July 2020

The Vital Future of Relationship Management in Asia

How technology and relationship managers maximise growth, impact revenue and nurture better client relationships?

4 min. read

Wealth Dynamix Partners with Ortec Finance to Add Goal Based Wealth Management Insights to a Single Client View

23 June 2020

Wealth Dynamix Partners with Ortec Finance to Add Goal Based Wealth Management Insights to a Single Client View

The integration will provide relationship managers and advisors with complete, seamless visibility of every client’s portfolio progress against pre-defined goals, from within a single, unified advisor workspace.

3 min. read

Webinar series: Spotlight on…

21 June 2020

Webinar series: Spotlight on…

We talk to wealth management industry experts on addressing new revenue challenges, and what technologies can help embrace the new way of working.

1 min. read

New Research Confirms that Asia Relationship Managers Still Have Inadequate Tools and Insufficient Time to Improve the Client Experience

17 June 2020

New Research Confirms that Asia Relationship Managers Still Have Inadequate Tools and Insufficient Time to Improve the Client Experience

Ground-breaking independent wealth management study confirms the vital role of technology in overcoming relationship management challenges in Asia.

2 min. read

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