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Top 5 Myths about Client Lifecycle Management for Wealth Managers

Myths are very common. But they present a subtle trap as they are usually based on plausible half-truths, and they do not immediately lead you astray if you start to act on them. It’s only with the passage of time that you realise that you’ve made a mistake, but by then your wrong choices can’t be unmade and the damage is done.

The wealth management industry is no exception to myths, but the consequences of taking action or not thinking carefully can be long lasting.

Fear not. Dominic Snell, Director of Consulting (and international CRM/CLM expert!) at Wealth Dynamix is here to dispel the top 5 Client Lifecycle Management (CLM) myths and offer advice on how to oppose questions like

•Isn’t CLM just client onboarding, KYC and AML?
•Can CLM technology be a differentiator?
•Is CLM a new way of saying CRM?
•Does data drive the quality of a client relationship?
•Is integration something that only IT does?

If you are a Chief Operations Officer, Head of Client Service, Head of Relationship Management, or a Head of CRM/Onboarding/KYC, register now to discover what CLM is really about, and how to avoid the common pitfalls in this space.
Recorded Feb 27 2020 44 mins
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Presented by
Dominic Snell, Director of Consulting, Wealth Dynamix
Presentation preview: Top 5 Myths about Client Lifecycle Management for Wealth Managers

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  • Client Lifecycle Management for Wealth Managers: Transforming your tech & teams May 13 2020 8:30 am UTC 45 mins
    Dominic Gamble, Head of APAC
    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 interments 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 30-minute webinar to learn:

    •Gains and savings: The significant business values of end-to-end CLM process automation
    •The CLM beginning and end: The importance of addressing each phase effectively, individually and as a whole
    •Step by step: How to implement CLM in quicker and easier to deploy projects
    •Use what you’ve already got: How to orchestrate CLM into a unified process, when you already have multiple systems in place
  • 5 mythes à propos de la gestion du cycle de vie de la clientèle privée Apr 23 2020 11:00 am UTC 45 mins
    Cédric Neuville, Head of Delivery, Wealth Dynamix
    Les mythes sont très courants ! Mais ils sont subtilement piégeux car généralement basés sur des demi-vérités.

    Le domaine de la gestion de fortune n'échappe pas aux mythes.

    Dans ce webinaire, Wealth Dynamix réfutera les 5 principaux mythes de la gestion du cycle de vie du client (CLM) afin que vous puissiez prendre les bonnes décisions d'investissement technologique pour votre entreprise de gestion de fortune.

    Inscrivez-vous à notre webinaire le jeudi 23 avril pour des conseils sur des questions comme :

    •La gestion du cycle de vie du client (CLM) se résume-t-elle à la mise en relation (« onboarding ») et aux revues KYC/AML ?
    •CLM est-elle la nouvelle façon de dire CRM ?
    •L'intégration est-elle le seul apanage du service informatique ?
    •Les meilleures solutions CLM sont-elles finalement des solutions maison ?
    •Les données déterminent-elles la qualité d'une relation client ?

    Si vous êtes chef de l’exploitation (COO), du service client, de la gestion des relations, du marketing, de la mise en relation client (Onboarding), de la conformité (KYC/AML), inscrivez-vous maintenant pour découvrir en quoi consiste exactement la gestion de la vie du client (encore appelé Client Lifecycle Management ou CLM) et comment éviter les pièges courants dans ce domaine.

    Vous n’êtes pas disponible le jour du webinaire ? Enregistrez-vous tout de même pour recevoir un enregistrement directement dans votre boîte de réception.
  • Transforming first interactions into trusted client relationships Apr 22 2020 2:00 pm UTC 30 mins
    Dominic Snell, Director of Consulting, Wealth Dynamix and Jonathan Drechsler, Head of Partnerships & Sales, Recordsure
    Clients now have ever increasing wealth management services available to them, they are heavily influenced by the experience of their peers, they have access to a vast array of information, and they are willing to switch provider if their servicing is sub-standard.

    The 2019 Capgemini World Wealth Report found that an unsatisfactory service experience with a wealth management firm was the most significant factor (87%) to influence HNWIs to move to another provider.

    For prospects previously unknown to the firm, their experience begins as soon as they become aware of your brand and they form opinions about the quality of service they could expect as a client. Those first interactions are vital for shaping early impressions.

    How can wealth managers achieve a faster analysis of client touchpoints, a 360-degree view of the effectiveness of client engagements, actionable insights to help accelerate conversions and the ability to identify new opportunities for revenue generation?

    Join industry experts from Wealth Dynamix and Recordsure on a webinar to discover

    -how advisers can drive value from data by transforming noise into signals to act upon
    -what strategies wealth managers should adopt to reach the next generation of investors
    -how you can capture all data required to meet regulatory obligations just once, as quickly and easily as possible, and re-use it to add value throughout the entire client lifecycle

    If you are a Chief Compliance Officer, Head of Client Service, Head of Relationship Management, or a Head of CRM/Onboarding/KYC, register now to discover how innovative wealth managers are leveraging technology to transform first interactions into trusted client relationships.
  • Top 5 Myths about Client Lifecycle Management for Wealth Managers Recorded: Feb 27 2020 44 mins
    Dominic Snell, Director of Consulting, Wealth Dynamix
    Myths are very common. But they present a subtle trap as they are usually based on plausible half-truths, and they do not immediately lead you astray if you start to act on them. It’s only with the passage of time that you realise that you’ve made a mistake, but by then your wrong choices can’t be unmade and the damage is done.

    The wealth management industry is no exception to myths, but the consequences of taking action or not thinking carefully can be long lasting.

    Fear not. Dominic Snell, Director of Consulting (and international CRM/CLM expert!) at Wealth Dynamix is here to dispel the top 5 Client Lifecycle Management (CLM) myths and offer advice on how to oppose questions like

    •Isn’t CLM just client onboarding, KYC and AML?
    •Can CLM technology be a differentiator?
    •Is CLM a new way of saying CRM?
    •Does data drive the quality of a client relationship?
    •Is integration something that only IT does?

    If you are a Chief Operations Officer, Head of Client Service, Head of Relationship Management, or a Head of CRM/Onboarding/KYC, register now to discover what CLM is really about, and how to avoid the common pitfalls in this space.
Client lifecycle management for private banks and wealth managers
Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms.

Our multi-award-winning, fully integrated, end-to-end digital CLM solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing.

Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.

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  • Live at: Feb 27 2020 3:00 pm
  • Presented by: Dominic Snell, Director of Consulting, Wealth Dynamix
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