Remote working
E-book: 4 Failsafe Ways To Preserve Client Service When Remote Working
01 June, 2020

Discover how whilst working remotely, wealth managers can leverage technology to preserve client servicing quality and operational efficiency throughout the client lifecycle.

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core banking
Webinar: When is a CRM not a CLM? When it’s a core banking system.
29 May, 2020

Join our webinar to discover what best practice CLM looks like, and how to integrate it with your core banking system within a single, unified solution that spans the entire front to back office.

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hubbis report
Research Report: Empowering the Relationship Manager – Their Role in the Future of Wealth Management in Asia
29 May, 2020

Get the report for research and insights into how relationship managers must evolve to succeed amid increased competition and unprecedented change.

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Celent
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
21 May, 2020

Wealth Dynamix receives XCelent Overall award for outstanding performance in Celent’s Wealth Management Client Onboarding Platforms ABCD Vendor View report.

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client view
The 360-degree client view: the whole is (much) greater than the sum of the parts
20 May, 2020

How can wealth managers achieve a 360-degree client view, one place to go to gain oversight of all interactions, activities and transactions relating to every client?

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CLM Orchestra
Webinar: Client Lifecycle Management for Wealth Managers: Transforming your technology & teams
13 May, 2020

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

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Compliant 360
Webinar: A compliant 360-degree view of your client
07 May, 2020

How are savvy wealth managers transforming the compliance and lockdown disruption into an opportunity to strengthen client relationships and add commercial value to the business?

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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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Webinar
Webinar: A compliant 360-degree view of your client
28 April, 2020

Register to discover how savvy wealth managers are transforming the compliance and lockdown disruption into an opportunity to strengthen client relationships and add value to their business.

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Trusted
6 Ways to Transform First Interactions into Trusted Client Relationships
25 April, 2020

How can wealth managers up the ante in nurturing trusted client relationships and deliver impressive client service, from the very first engagement?

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