Insights

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

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

EFMA FinTech Friday Interview with Wealth Dynamix

4 May 2020

EFMA FinTech Friday Interview with Wealth Dynamix

Wealth Dynamix CEO Gary Linieres recently spoke to EFMA about wealth management trends, the birth of Wealth Dynamix, and what’s next.

1 min. read

Managing Portfolios in a Pandemic: Why Intelligent Automation Matters Most

29 April 2020

Managing Portfolios in a Pandemic: Why Intelligent Automation Matters Most

COVID-19 has confirmed that it is the combination of process automation and intelligent automation that enables wealth managers to optimise client service.

3 min. read

Webinar: A compliant 360-degree view of your client

28 April 2020

Webinar: A compliant 360-degree view of your client

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.

1 min. read

6 Ways to Transform First Interactions into Trusted Client Relationships

25 April 2020

6 Ways to Transform First Interactions into Trusted Client Relationships

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

3 min. read

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