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Client Lifecycle Management for Wealth Managers: Transforming your tech & teams

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 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
Recorded May 13 2020 47 mins
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Presented by
Dominic Gamble, Head of APAC
Presentation preview: Client Lifecycle Management for Wealth Managers: Transforming your tech & teams

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  • How can wealth managers avoid disjointed technology that impacts the business? Dec 3 2020 10:00 am UTC 30 mins
    Speakers: Paul Driver (ERI) and Antony Bream (Wealth Dynamix). Presented by Lucy Heavens (Wealth Dynamix)
    How can wealth managers avoid disjointed technology that impacts business performance?

    All around the world, wealth managers accelerated digitisation projects during the pandemic to plug technology gaps that made business challenging when remote working. For many this has created as many issues as it has fixed.

    Failure to implement solutions that are fully integrated and allow data re-use across the entire client lifecycle has added to the disjointed data silo challenge that wealth managers have grappled with for many years.

    When technology infrastructures cannot support streamlined workflows, task automation and cross-function data sharing, efficiency, cost-to-income ratios and client experience can rapidly deteriorate.

    Join this webinar to hear Wealth Dynamix and ERI discuss:

    • The true cost of maintaining disjointed systems that lack integration
    • The impact on client experience, and how best practice integration can increase client satisfaction
    • How harnessing data to drive operational efficiency can reduce costs and compliance risks
    • How to build a business case for unifying technology across the entire client lifecycle
  • The Cost-to-Income Ratio Conundrum. Do Wealth Managers Have it Under Control? Recorded: Nov 26 2020 46 mins
    Lucy Heavens, Marketing Director, Wealth Dynamix
    With average cost-to-income ratios (CIR) at 70% and a wide variations ranging from 40% to 115% the race is on for wealth managers to find new revenue sources, and better control costs, in order to grow profit margins and remain competitive. In addition to CIR, Chief Executives are troubled by the threats to business continuity posed by COVID, the ever-increasing service expectations of clients and how to keep their advisors happy.

    In reality, how many wealth management CEOs have all of these factors under control? What are their challenges? And what are the successful minority doing to boost revenues and increase productivity, at a faster rate than their costs are rising?

    These are some of the questions tackled in the recent Orbium/Accenture survey “Survive and Thrive to 2025: Insights from the Wealth Management C-Level”.

    Join our webinar to hear the key findings of the survey debated by:

    Ian Woodhouse, Head of Strategy and Change, Orbium
    Gary Linieres, CEO and Co-founder, Wealth Dynamix.
    Tara Palmer, Group COO, Kleinwort Hambros
    David Pallister, Client Needs & Advice Journey Owner, Coutts

    Questions that will be discussed include:

    - Is remote client/advisor interaction driving faster adoption of more digitised processes?
    - How can you transition to less manual and costly forms of communication, given that 57% of wealth managers still see a need for paper-based correspondence?
    - Where are the quick wins? Which processes should wealth managers look to automate first?
    - Given that the survey shows 32% attrition typically follows an inter-generational succession, how can wealth managers avoid AuM leaving their firm?
    - How can you attract and retain the right talent, best able to beat revenue targets in the future?
    - Why are advisors and clients from different regions adopting new technologies and embracing intelligent automation at different rates?
  • Delivering a seamless and paperless signatory process for wealth managers Recorded: Nov 20 2020 3 mins
    Wealth Dynamix
    How can wealth managers and private banks deliver a flawless, seamless and paperless signatory process?

    What are the steps required to integrate digital signatures into the wider client lifecycle management process?

    Step 1: Prepare your documents

    Step 2: Send documents for signing

    Step 3: Client signs documents digitally

    Watch the video to see how we combine digital signatures and client lifecycle management technology.
  • 3 reasons wealth managers fail to get onboarding projects right Recorded: Nov 5 2020 48 mins
    Thomas Vigneron and Benjamin Esmilaire, Chappuis Halder - Antony Bream and Lucy Heavens, Wealth Dynamix
    It may be one of financial services’ most established sectors, but time rarely stands still in wealth management. With a third of clients reportedly switching providers or moving their assets over the last three years, and a further one in three expecting to follow suit, the pressure is on for market players to deliver an optimum service at every turn.

    But onboarding continues to be a notorious pain point for clients and advisors alike. Industry players may be well aware of the importance of the early stages of a wealth management or private banking relationship, but processes are all-too-often complex, labour intensive and expensive. Add to this the widespread migration of clients and advisors online at the hand of the pandemic and there’s nowhere for firms who can’t sharpen and speed up early client engagement to hide.

    Get onboarding right, however, and there’s everything to play for in this fast-moving and fragmented industry.

    This webinar will explore 3 common oversights that stand in the way of a smooth and seamless onboarding implementation:

    - Lack of strategic mapping in the onboarding journey
    Many firms take a ‘sticking plaster’ approach by remodeling unfit processes and bolting on technology in a bid to make these work.

    - Siloed approach to innovation
    Advances in wealth management are often driven by IT rather than the wider business. This can lead to a blinkered approach and a missed opportunity to transform the advisor and client experience.

    - Choosing the wrong system
    It may be tempting to mould legacy systems for modern-day needs. But as many firms have found to their cost, back office systems were not built to handle complex, lengthy onboarding processes, or the documentation and tick boxes they need to comply.

    Learn how to circumnavigate these challenges with efficient and effective processes that reduce costs, onboarding times and improve the end client experience. Unlock the onboarding maze and make your implementation a success!
  • How can wealth managers assess their AI readiness? Recorded: Aug 26 2020 59 mins
    Dominic Snell, Director of Product Strategy, Wealth Dynamix Camille Morel, Chief Customer Officer, Dreamquark
    Calling all wealth managers - Are you ready for AI?
    Wealth management firms work hard to get ahead by improving the client experience and creating frictionless processes for both relationship managers and clients. Some have been more successful than others. Those who are making most headway are finding innovative ways to inject Artificial Intelligence (AI), Machine Learning (ML) and cognitive analytics, through all stages of the client lifecycle.
    As technology advances, and clients become increasingly tech savvy, wealth managers must find the right balance between man and machine. As a high-touch industry it is vital that customer expectations for personal (human) service are met, while at the same time leveraging new-age technology to reduce administration, avoid duplication of effort and achieve profitable outcomes in a shorter timescale.
    Join this webinar to discover how to make AI work better for your business, what the benefits and limitations are, and how to get started.

    Part I – Your AI questions answered
    Presenter: Dominic Snell, Director of Product Strategy, Wealth Dynamix
    • What kind of business problems does AI solve?
    • How is rules-based automation different from AI, and what does the “intelligence” in AI mean?
    • As AI needs a lot of data to deliver meaningful results, what are the pre-requisites and how will I know when I am ready to get started?
    • How can I co-ordinate an AI project that cuts across many different systems and processes?

    Part II – Case studies
    Panel discussion: Dominic Snell, Director of Product Strategy, Wealth Dynamix
    Camille Morel, Chief Customer Officer, Dreamquark
    Learn from the experiences of wealth management firms who have successfully introduced AI into their business. Hear how they approached implementation and how they and their clients are benefiting from the experience.
  • Orchestration du cycle de vie du client pour un onboarding premium Recorded: Jul 9 2020 50 mins
    Cédric Neuville, Head of Delivery, Wealth Dynamix
    Orchestrer la bonne gestion du cycle de vie du client (CLM) peut sembler difficile… mais ce n'est qu’une question d’organisation et d’outils.

    Vos systèmes et processus actuels sont comme des instruments de musique. Lorsque chaque instrument joue sa mélodie, en rythme à la bonne mesure, cela sonne bien. Mais comme votre cycle de vie client, une symphonie complète d'instruments jouant magnifiquement ensemble est supérieure à la somme de ses parties. Cela ne se produit que lorsque les musiciens se réunissent et sont organisées et gérées par un chef d'orchestre.

    Pour une société de gestion de fortune, la perspective d'intégrer tous les éléments du processus CLM - de l'engagement initial aux ventes et marketing à l'onboarding, à la gestion courante du client et à la conformité réglementaire - peut sembler décourageante. Mais vous pouvez intégrer ces éléments étape par étape, avec une vision à long terme de les combiner en un tout unifié.

    Découvrez comment les gestionnaires de fortune peuvent orchestrer à la fois la gestion du cycle de vie du client (y compris l’onboarding souvent fastidieux), une équipe, un processus, un service particulier afin decréer une solution intégrée productive, rentable et génératrice de revenus qui enrichit l'expérience client.

    Rejoignez notre webinaire de 45 minutes pour apprendre:
    • Gains et économies: les valeurs commerciales importantes de l'automatisation de l’onboarding, de la prospection et de la gestion courante des clients
    • Le début et la fin du CLM: l’importance de traiter chaque phase de manière efficace, individuellement et dans son ensemble
    • Étape par étape: comment implémenter le CLM dans des projets plus rapides et plus faciles à déployer
    • Utilisez ce que vous avez déjà: comment orchestrer le CLM dans un processus unifié, lorsque vous avez déjà plusieurs systèmes en place
  • Goal based planning: a win-win for wealth management advisors and clients Recorded: Jul 8 2020 45 mins
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix
    With William Trout, Head of Wealth Management at Celent headlining in this debate on the importance of goal-based financial planning, this session promises to be lively and insightful.

    The purpose of every investment plan is to grow over time, but ultimately investment growth is a means to an end. That end might be funding education, securing a dream home, car or yacht, retiring early, or satisfying some other life goal.

    Without having sight of these goals, and being able to monitor the progress of investments towards meeting them, relationship managers are flying blind when it comes to formulating effective investment strategies that will meet client expectations in the long term.

    Joining William for this discussion are Antony Bream, Managing Director – EMEA and Americas at Wealth Dynamix, and Ronald Janssen, Managing Director at Ortec Finance.

    You will learn:

    •The benefits and trends in goal-based planning
    •How wealth managers are missing out on opportunities to grow, by failing to offer goal-based planning
    •The changing role of the advisor, and how goal-based planning enriches engagement and helps to build more emotional connections with clients
    •How to deliver greater value to clients and reduce pressure of service fees

    Client Lifecycle Management (CLM) is central to helping clients achieve their life goals. Join our panellists to find out why, and learn how to ensure the best possible outcome for everyone involved.
  • 4 Ways Wealth Managers Can Preserve Client Service When Remote Working Recorded: Jul 7 2020 30 mins
    Travis Morgans, Head of Consulting, Wealth Dynamix
    Never before has any world event triggered such a dramatic shift in working practices, as quickly and universally as the 2020 Covid-19
    pandemic.

    Almost overnight, the entire global population of wealth managers, their colleagues and their clients became at-home remote workers. Wealth management firms who were already behind the curve on digital transformation, or had an inadequate business continuity plan, were overwhelmed by mission-critical operational and compliance difficulties.

    The result? Ineffective communication, substandard client servicing and uncertain regulatory compliance. Despite these challenges many firms have experienced substantial cost savings, which senior executives are keen to perpetuate into the future, and so remote working looks set to remain permanently – in one form or another.

    The prospect of remote working is fast changing from being a threat to an opportunity. Early indications are that wealth management, despite being a high-touch sector that thrives on personal service and face
    to face interactions, will follow suit.

    In this webinar we look at the role of technology in preserving client servicing quality, operational efficiency and regulatory compliance throughout the Client Lifecycle Management (CLM) process, and offer 4 practical tips for working remotely.
  • 3 common misconceptions about digital signatures in wealth management Recorded: Jul 1 2020 46 mins
    Robert Roome, Head of Product, Wealth Dynamix
    Wealth managers are notoriously attached to paper. This hinders both their ease of doing business, leading to sub-optimal client experience, and their cost of compliance, which increases risk.

    Despite significant investment in the digitisation of administrative processes, the crucial last step of signing an agreement has proven hard to tackle. Digital signature solutions offer the final link in the digital chain, ensuring a seamless, end-to-end digital client journey that is uninterrupted by printing, signing, scanning and mailing. Clients enjoy a frictionless experience that allows them to conduct business transactions anywhere, any time and from any device.

    The benefits of digital signatures are many, however they are not always obvious or fully-understood.

    Misconception #1
    All documents must be signed with a ‘Qualified Electronic Signature’ to be legally valid

    Misconception #2
    Digital signature solutions are cumbersome and time-consuming to implement

    Misconception #3
    Paper and ink are free, technology is expensive

    Join our webinar to learn the facts and discover whether digital signatures would work for you.
  • Spotlight on... EY Recorded: Jun 30 2020 32 mins
    Cédric Neuville, Head of Delivery, Wealth Dynamix
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry.

    In this episode we welcome Thierry Grouès, Associate Partner, EMEIA Wealth Management Transformation Lead at EY, to discuss

    •Where is innovation heading in wealth management over the next 12-24 months?
    •Where is AI being successfully used in wealth management?
    •What impact does an organisations culture have on the success of a technology implementation?

    Look out for more exciting discussions in this webinar series!
  • Spotlight on... Jemmic Recorded: Jun 25 2020 30 mins
    Cédric Neuville, Head of Delivery, Wealth Dynamix
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry.

    In this episode we welcome Jean-Pierre Schmit, Founder and CEO at Jemmic, to discuss

    •What’s capable with technology today to enable relationship managers to better engage with prospects
    •How wealth managers are communicating with clients
    •What types of conversations take place over a secure chats and how communications can be digitised without losing the human touch

    Look out for more exciting discussions in this webinar series!
  • Leveraging data to build lifelong client relationships in wealth management Recorded: Jun 16 2020 32 mins
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix
    Every engagement with a client provides an array of information which can be used to improve relationships, open new revenue streams and increase lifetime value. A skilled relationship manager will naturally pick up on subtle nuances in one-to-one meetings which will affect the guidance they give, but how do wealth managers harness this information at scale to drive value and ensure good client outcomes?

    "To increase efficiency in the front office, which accounts for more than 50% of costs, Wealth Managers must free up Relationship Manager capacity for revenue-generating activities by automating and digitising processes.” Oliver Wyman Global Wealth Managers Report, 2019
    From the immediate short term through to the years ahead, savvy wealth managers are identifying opportunities to leverage data and automate tasks to free up time. Getting this right depends on a combination the right technology to collect and analyse data and empowering staff with the right tools so they can take full advantage.

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

    -How to use client data to improve recommendations, client service and new revenue opportunities
    -Why it is important to segment audiences to expose insights such as client sentiment, interests and investment choices
    -How to separate the signals from the noise, and draw actionable insights from data

    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 data to build lifelong client relationships.
  • Spotlight on... Apiax Recorded: Jun 9 2020 32 mins
    Cédric Neuville, Head of Delivery, Wealth Dynamix
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a cozy fireside chat with our partners from the wealth management industry.

    In this episode we welcome Ralf Huber, Co-founder of Apiax, to discuss

    •What are the current technology related challenges and opportunities in wealth management?
    •What combination of technologies can help wealth managers embrace the new way of working?
    •When you look at the technology capabilities and resources now available to the wealth management sector, what excites you most?

    Look out for more exciting discussions in this webinar series!
  • When is a CRM not a CLM? When it’s a core banking system. Recorded: Jun 3 2020 47 mins
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix
    Every private bank and wealth manager need to improve client engagement, formulate more compelling prospecting campaigns and offer more personalised services that drive AuM growth.

    And although you may think that Client Lifecycle Management (CLM) is easier said than done, it doesn’t have to be that way.

    •Do you fully understand what CLM is?
    •Do you have the right tools for the job?
    •Do you have full visibility of the client lifecycle, from end to end, via one single view?
    •Is your service quality suffering due to the range of disparate systems required to manage customer interactions and records efficiently?
    •Are you able to focus on client service and business development, without being distracted by complex, disjointed systems that fail to deliver best practice?

    If you answer “no” to one or more of these questions, it is time to re-evaluate.

    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.

    Join Wealth Dynamix and Azqore on a webinar to discover what best practice CLM looks like, and how to integrate it with your core banking system within a single, unified solution that spans the entire front to back office.
  • Spotlight on... Indigita Recorded: Jun 2 2020 29 mins
    Cédric Neuville, Head of Delivery, Wealth Dynamix
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry.

    In this episode we welcome Achille Deodato, CEO at Indigita, to discuss

    •The current cross-border regulatory challenges faced by wealth managers
    •How COVID-19 and the escalation of remote working impacted this
    •How Wealth Dynamix and Indigita (and technology in general) are addressing these challenges

    Look out for more exciting discussions in this webinar series!
  • Spotlight on... Ortec Finance Recorded: May 29 2020 32 mins
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry.

    In this episode we welcome Iwan Schafthuizen, MD Business Development at Ortec Finance, to discuss

    •Why is it important for wealth managers to offer clients a high-quality, client-centric financial planning service?
    •How can technology help to make the process more efficient and advisors more effective?
    •What does the future of financial planning look like? How can technology enable it to be more of a continuous process than one off?

    Look out for more exciting discussions in this webinar series!
  • Spotlight on... Azqore Recorded: May 27 2020 30 mins
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry.

    In this episode we welcome Sebastien Buchard, Chief Sales Officer at Azqore, to discuss

    •What are the current technology related challenges and opportunities in wealth management?
    •What combination of technologies can help wealth managers embrace the new way of working?
    •When you look at the technology capabilities and resources now available to the wealth management sector, what excites you most?

    Look out for more exciting discussions in this webinar series!
  • Spotlight on... ClickDimensions Recorded: May 22 2020 31 mins
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry.

    In this episode we welcome Jamie Drysdale, UK Channel Manager at ClickDimensions, to discuss

    •What are the current technology related challenges and opportunities in wealth management?
    •What combination of technologies can help wealth managers embrace the new way of working?
    •When you look at the technology capabilities and resources now available to the wealth management sector, what excites you most?

    Look out for more exciting discussions in this webinar series!
  • Spotlight on... Microsoft Recorded: May 20 2020 31 mins
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a cozy fireside chat with our partners from the wealth management industry.

    In this episode we welcome Janet Jones, Head of Industry Strategy – Financial Services at Microsoft, to discuss

    •What are the current technology related challenges and opportunities in wealth management?
    •What combination of technologies can help wealth managers embrace the new way of working?
    •When you look at the technology capabilities and resources now available to the wealth management sector, what excites you most?

    Look out for more exciting discussions in this webinar series!
  • Spotlight on... Capita Consulting Recorded: May 18 2020 31 mins
    Antony Bream, MD - EMEA & Americas, Wealth Dynamix
    We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry.

    In this episode we welcome Amira Hilmy, Managing Principal at Capita Consulting, to discuss

    •What are the current technology related challenges and opportunities in wealth management?
    •What combination of technologies can help wealth managers embrace the new way of working?
    •When you look at the technology capabilities and resources now available to the wealth management sector, what excites you most?

    Look out for more exciting discussions in this webinar series!
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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  • Presented by: Dominic Gamble, Head of APAC
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