Insights

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

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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

Video: Empowering the Relationship Manager – Their Role in the Future of Wealth Management in Asia

18 June 2020

Video: Empowering the Relationship Manager – Their Role in the Future of Wealth Management in Asia

Watch the video to learn how our research report proves that Relationship Managers need to be equipped to take centre stage, back where they belong.

1 min. read

The Future of Your Business Lies in Your Relationship Managers’ Hands

27 May 2020

The Future of Your Business Lies in Your Relationship Managers’ Hands

The sooner wealth management executives come to realise that the saviour amid all of this uncertainty is the technology-enabled relationship manager, the better for everyone.

3 min. read

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

20 May 2020

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

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?

3 min. read

3 Ways to Stabilise your Wealth Management Business by Delving into Data

14 May 2020

3 Ways to Stabilise your Wealth Management Business by Delving into Data

3 ways wealth management firms can leverage data more effectively and prepare for the vastly different post-COVID world that lies ahead.

3 min. read

Video: Client Lifecycle Management for Wealth Managers, transforming your technology and teams

14 May 2020

Video: Client Lifecycle Management for Wealth Managers, transforming your technology and teams

Learn how quick and easy it is to delight both clients and advisors with client lifecycle management processes that are fully aligned in to one orchestra.

3 min. read

Spotlight on… DreamQuark

6 May 2020

Spotlight on… DreamQuark

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

2 min. read

LinkedIn Live Event: The Battle for Budget – Client Experience Vs Operational Efficiency

6 May 2020

LinkedIn Live Event: The Battle for Budget – Client Experience Vs Operational Efficiency

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

2 min. read

IT, Client Service, AuM? How to Focus on What Matters Most to You

5 May 2020

IT, Client Service, AuM? How to Focus on What Matters Most to You

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.

3 min. read

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