Each instrument in an orchestra has its own part to play in creating an awesome musical experience. Each has its own music sheet dictating what key to play in, when it should play and at what speed. Each is a vital team member. They know their role and they perform it perfectly. They deliver value to the orchestra, from the opening bar to the very last chord.
So, what does this have to do with wealth management and technology?
It has everything to do with your teams and your technology: how they come together to manage the full client lifecycle from start to finish. Each performance comes alive when everyone plays together, in harmony. But what happens when they don’t? The result is disorganised and messy.
Meet Dominic, our conductor. Dominic’s mission is to optimise our musical experience. With strong direction, and a tap of his baton, Dominic brings the instruments together to create a harmonious orchestra, with beautiful results.
Orchestrating client lifecycle management isn’t easy. Clients don’t know or care how it happens. They just want great client service, from the first interaction to onboarding and beyond.
Are your client lifecycle management processes unified?
Are they tightly integrated or are they misaligned?
29 June 2022
Writing a business case for improved efficiency, profitability, and growth? Discover key insights from the Altfi webinar on 'Building an Effective Business Case for WealthTech CLM'.
5 min. read
16 June 2022
The recent WealthTech Matters event at The Aon Centre in London’s iconic Leadenhall Building couldn’t be more relevant for firms seeking to improve their processes, client experience and profitability through technology.
5 min. read
13 June 2022
The intent within the sanctions program has introduced for the first time the type of targeting of individuals and entities that draws on big data, relational science, and artificial intelligence.
5 min. read
pre-sales roles. His expertise covers the full stack of systems required by leading Private Banks and Wealth Managers, encompassing core banking solutions, portfolio management solutions, Client Lifecycle Management (CLM) solutions and more.
François has an MBA awarded by INSEAD and an engineering degree from the École Centrale de Nantes.
He graduated from Downing College, Cambridge, with an honours degree in Geography.