DreamQuark
Spotlight on… DreamQuark
06 May, 2020

In the first of our “Spotlight on…” webinar series, we debate the role of artificial intelligence (AI) in wealth management with DreamQuark.

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The Battle
LinkedIn Live Event: The Battle for Budget – Client Experience Vs Operational Efficiency
06 May, 2020

Register for the ultimate battle: Client Experience takes on Operational Efficiency for the title of No. 1 Wealth Management Technology Investment.

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laptop
IT, Client Service, AuM? How to Focus on What Matters Most to You
05 May, 2020

The most competitive and agile firms are those with seamless front to back office capabilities that ensure compliance, increase operational efficiency and optimise cost-income ratio.

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Winning with CLM
Webinar: Winning with Client Lifecycle Management: Transforming your technology and teams
26 March, 2020

Discover how to orchestrate client lifecycle management to create a productive, cost-effective and revenue generating integrated solution that enriches the client experience.

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insightful data
Drive value from data by transforming noise into signals that you can act upon
11 March, 2020

In 2020, winning wealth managers will use data to develop more compelling campaigns and deliver more relevant, personalised services that drive AUM growth.

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Onboarding
Think Outside the Onboarding Box to Drive Value for Clients
14 February, 2020

In 2020, winning wealth managers will remove their onboarding blinkers and see CLM for what it is – an end-to-end process that must be addressed in entirety to remain competitive and drive value for clients.

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Relationship Managers
Equip Relationship Managers to take centre stage, back where they belong
03 February, 2020

In 2020, winning wealth managers will redress the balance and invest in tools that empower advisors to yield greatest return on investment (ROI).

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Client service
Turn Inside Out to Deliver Exceptional Client Servicing. The 2020 Must-Win Battle
22 January, 2020

As soon as Capgemini’s 2019 World Wealth Report announced that 91% of HNWIs consider service quality to be an essential wealth management selection criterion, this became a must-win battle for every wealth manager across the globe.

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