Wealth managers invest a lot of time and energy trying to improve the client journey – yet they are on a journey too, and many are failing to remain on track.
CRM systems have failed to keep pace with the needs of demanding clients and complex regulatory requirements. Still faced with aging, inadequate and poorly adopted technology, and relationship managers who must navigate a myriad of data siloes to gain the insights needed to get client service right, many are questioning whether they can stay in the race.
Wealth Dynamix has been on a journey of its own – working with wealth managers to get Client Lifecycle Management just right.
The result? CLMi – the first-of-its-kind, cloud-based CLM SaaS solution, built specifically for wealth management firms.
Are you on the qualifying grid to win the special benefits of being an early CLMi adopter? Watch the replay below to see CLMi in action.
30 April 2021
Join us as we discuss the findings of our latest research report on the state of wealth management through the relationship manager’s eyes.
2 min. read
26 April 2021
Antony Bream, MD of UK & Americas explains how the pandemic has given both advisors and clients more time, and what this means for engagement.
3 min. read
22 April 2021
Marketing Director Lucy Heavens reflects on how wealth managers have adapted to remote working, the challenges still to come and the long term legacy.
4 min. read