Getting Client Lifecycle Management (CLM) right can be challenging… but it doesn’t have to be.
Your current systems and processes are like musical instruments. When each instrument plays its tune, in time and on key, it sounds great. But like your client lifecycle, a complete symphony of instruments playing beautifully together is the greater than the sum of its parts. This only happens when instruments come together and are organised and managed by a conductor.
For a wealth management firm, the prospect of integrating all elements of the CLM process – from initial engagement through sales and marketing to onboarding, ongoing client servicing and regulatory compliance – can seem daunting. But you can integrate these elements step-by-step, with a long-term vision of combining them into a unified whole.
Discover how wealth managers can orchestrate CLM, one team, one process, one service at a time, to create a productive, cost-effective and revenue generating integrated solution that enriches the client experience.
Join our 45-minute webinar on May 12 to learn:
25 March 2021
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23 March 2021
There's new technology coming to the wealth management circuit in 2021. Will your relationship managers be in the driving seat?
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22 March 2021
Wealth managers must master hyper-personalisation in order to retain revenues during the great wealth transfer.
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