Insights

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

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Webinar: Orchestration du cycle de vie du client pour un onboarding premium

10 July 2020

Webinar: Orchestration du cycle de vie du client pour un onboarding premium

Discover how wealth managers can orchestrate Client Lifecycle management, step by step, to create a productive, cost-effective and revenue generating process that enriches client experience.

1 min. read

Webinar: Goal Based Planning – A Win-Win for Wealth Management Advisors and Clients

22 June 2020

Webinar: Goal Based Planning – A Win-Win for Wealth Management Advisors and Clients

Join our webinar to find out why wealth managers are missing out on opportunities to grow, by failing to offer goal-based planning.

1 min. read

Webinar: 4 Failsafe Ways To Preserve Client Service When Remote Working

22 June 2020

Webinar: 4 Failsafe Ways To Preserve Client Service When Remote Working

Join our webinar to learn 4 practical tips for working remotely and how to leverage technology to preserve client servicing quality.

1 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

When is a CRM not a CLM? When it’s a core banking system.

19 June 2020

When is a CRM not a CLM? When it’s a core banking system.

The sooner you begin converting data into actionable insights, and presenting it to relationship managers on a single dashboard, the sooner you will have a business that relationship managers are proud to work for, clients are happy to remain with, and competitors want to emulate.

Webinar: Leveraging data to build lifelong client relationships in wealth management

16 June 2020

Webinar: Leveraging data to build lifelong client relationships in wealth management

Watch the webinar replay to discover how innovative wealth managers are leveraging data to build lifelong client relationships.

1 min. read

Wealth Dynamix Wins WealthBriefing Asia Best CRM Award for Second Consecutive Year

15 June 2020

Wealth Dynamix Wins WealthBriefing Asia Best CRM Award for Second Consecutive Year

Judges cite innovative application of Customer Relationship Management and a pioneering approach to Client Lifecycle Management as key differentiators for Wealth Dynamix.

2 min. read

Connective and Wealth Dynamix join forces to eliminate signatory challenges throughout the digital client journey

9 June 2020

Connective and Wealth Dynamix join forces to eliminate signatory challenges throughout the digital client journey

The combination of Wealth Dynamix and Connective facilitates digital transformation by eliminating manual, paper-based signature processes, which are inefficient, error-prone, and in many cases impractical.

2 min. read

Webinar: When is a CRM not a CLM? When it’s a core banking system.

4 June 2020

Webinar: When is a CRM not a CLM? When it’s a core banking system.

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.

1 min. read

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