Insights

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

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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

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

How to leverage data to build life-long relationships

29 June 2020

How to leverage data to build life-long relationships

With data in place there are no technological reasons to restrict the analysis and insight needed to ensure AUM growth, and emotionally connect with clients for the long term.

4 min. read

Goal-based planning: transforming missed opportunities into growth

25 June 2020

Goal-based planning: transforming missed opportunities into growth

Goals-based planning is fast-becoming a competitive differentiator for wealth managers. So, what are the pitfalls for relationship managers who lack visibility of a client’s goals, on a day-to-day basis?

2 min. read

Webinar: 3 common misconceptions about digital signatures in wealth management

23 June 2020

Webinar: 3 common misconceptions about digital signatures in wealth management

The benefits of digital signatures are many, however they are not always obvious or fully-understood. Join our webinar to learn the facts and discover whether digital signatures would work for you.

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.

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