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4 Ways Wealth Managers Can Preserve Client Service When Remote Working

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.
Recorded Jul 7 2020 30 mins
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Presented by
Travis Morgans, Head of Consulting, Wealth Dynamix
Presentation preview: 4 Ways Wealth Managers Can Preserve Client Service When Remote Working

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  • Goal based planning: a win-win for wealth management advisors and clients Aug 4 2021 9:00 am UTC 45 mins
    Antony Bream, MD - UK and 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, MD - UK 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.
  • Transforming first interactions into trusted client relationships Jul 7 2021 9:00 am UTC 33 mins
    Dominic Snell, Product Strategy Director, 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.
  • Under the Bonnet: What wealth managers really think of life in the front office May 25 2021 8:30 am UTC 60 mins
    James Brown, Head of Client Services, Compeer
    The impact of the pandemic on the already shifting wealth management landscape has been well documented, but many firms have kept their response to this under their belts.

    Client conversations have changed significantly, as covid prompted an acute sense of mortality, business pressures and a changing relationship with family and the home.
    But how have wealth managers themselves found lockdown? And what about life beyond covid: have growth targets eased, or are relationship managers grappling for the time they need to manage clients as well as prospects?

    We have partnered with Compeer for our upcoming webinar, in which we will be lifting the lid on the true state of wealth management through the relationship manager’s eyes. We joined forces with Compeer to speak with a cross section of front office staff across the UK wealth management market to understand the challenges they are facing and the opportunities that exist within the current environment.

    James Brown, Compeer’s Head of Client Services will join Gary Linieres, CEO at Wealth Dynamix will discuss the findings ahead of the public launch of the report.

    The webinar will explore two common themes that Investment Managers, Portfolio Managers and Wealth Managers focused on through the interviews:

    Client engagement - What do relationship managers really think of this aspect of their role? What stands in the way of good client lifecycle management, and how are they and their clients adjusting to the easing of lockdown restrictions?

    Staying ahead in the new landscape - What opportunities have relationship managers identified as they look to the future? How are they managing new business, and staying close to prospects as well as clients? How is the front office embracing technology, and what difference can it make to client lifecycle management?

    All attendees will be sent a preview copy of the report following the event.
  • 3 obstacles aux projets d’Onboarding en banque privée May 20 2021 9:00 am UTC 60 mins
    Francois de Lescure, MD - EMEA, Wealth Dynamix
    C'est peut-être l'un des secteurs des services financiers les plus établis, mais le temps ne s'arrête rarement dans la gestion de patrimoine. Avec un tiers des clients qui ont changé de fournisseur ou transféré leurs actifs au cours des trois dernières années, et un autre tiers prévoyant d’en faire de même, la pression est forte pour les acteurs du marché pour fournir un service optimal à toutes les étapes du parcours client.

    Toutefois, l’onboarding continue de représenter un irritant pour les clients et les conseillers. Les acteurs du secteur sont peut-être bien conscients de l'importance des premières étapes dans la relation de gestion de patrimoine ou de banque privée, mais les processus sont trop souvent complexes, exigeants en main-d'œuvre et coûteux. Ajoutez à cela la migration généralisée des clients et des conseillers vers les solutions en ligne en raison de la pandémie et il ne reste aucun espace pour les entreprises qui ne peuvent améliorer et accélérer l'engagement des prospects.

    Cependant réussissez le processus d’onboarding et il y aura alors une vraie carte à jouer dans ce secteur en évolution rapide et fragmentée.

    Ce webinaire explorera 3 obstacles courants qui empêchent une mise en œuvre fluide de l’onboarding:

    1. Absence de cartographie stratégique au cours du processus d’onboarding
    2. Approche cloisonnée de l'innovation
    3. Choix du mauvais système

    Apprenez à contourner ces obstacles grâce à des processus efficaces et efficients qui réduisent les coûts, les délais d’onboarding et améliorent l'expérience du client final.
  • Client Lifecycle Management for Wealth Managers: Transforming technology & teams Recorded: May 12 2021 45 mins
    Antony Bream, MD – UK & Americas
    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
  • The SaaS(y) New Approach to Client Lifecycle Management: The Race is On Recorded: Apr 29 2021 59 mins
    Gary Linieres, Co-Founder & CEO, Wealth Dynamix | Dominic Snell, Product Strategy Director, Wealth Dynamix
    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.

    Join this webinar to hear Gary Linieres, Co-founder and CEO and Dominic Snell, Product Strategy Director explain:

    • Why a fresh approach to CLM is needed
    • How the client journey has evolved, and why CLM technology is now business-critical
    • What CLMi can do to take your firm from zero to hero, in a few short laps
    • How CLMi will transform your relationship managers from disgruntled and unempowered to motivated and successful

    Are you on the qualifying grid to win the special benefits of being an early CLMi adopter? Join this webinar to secure pole position.
  • 4 Ways Wealth Managers Can Preserve Client Service When Remote Working Recorded: Mar 2 2021 29 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 Covid-19 pandemic.

    In early 2020, 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 will discuss:
    - The role of technology in preserving client servicing quality
    - Operational efficiency and regulatory compliance throughout the Client Lifecycle Management (CLM) process
    - 4 practical tips for working remotely
  • The Cost-to-Income Ratio Conundrum. Do Wealth Managers Have it Under Control? Recorded: Feb 25 2021 45 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”.

    In this session, we will discuss:

    - Is remote client/advisor interaction driving faster adoption of more digitised processes?
    - How to 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 to attract and retain the right talent
    - Why advisors and clients from different regions are adopting new technologies and embracing intelligent automation at different rates

    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
  • How can wealth managers assess their AI readiness? Recorded: Feb 10 2021 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.
  • The Battle for Budget in Wealth: Client Experience Vs Operational Efficiency Recorded: Feb 4 2021 57 mins
    April Rudin, Global WealthTech Influencer
    Your invitation to watch a once-in-a-lifetime battle on LinkedIn

    Ladies and Gentlemen, catch up on the action from when Wealth Dynamix, Synpulse and The Rudin Group hosted the ultimate battle: Client Experience takes on Operational Efficiency for the title of No. 1 Wealth Management Technology Investment.

    Some background to this bout:

    While wealth managers always have (and always will) invest in technology aimed at improving the cost-income ratio, in recent years they’ve also channeled significant effort and expenditure into client-facing technologies to digitise and improve the client experience. And rightly so, 85% of HNWI’s want more digital interaction from their wealth manager.

    But have relationship managers been overlooked in the drive to achieve digital transformation, despite their critical role in engaging and retaining clients? Around 20% of a relationship manager’s time is spent on repetitive, manual administration tasks. There are plenty of opportunities to invest in automation technology, achieve operational efficiency and redirect their time towards revenue creating, value-added tasks.

    Who will win the battle for the budget: established champion Operational Efficiency or young pretender Client Experience? There’s only one way to find out.

    Let’s get ready to rumble…
  • WealthTech Talks: Advisor, Client, Business - Where to invest now? Recorded: Feb 3 2021 62 mins
    Stephen Wall, The Wealth Mosaic
    The fact that wealth management firms must invest in their technology infrastructure is clear. Even for the few remaining doubters. The Covid-19 pandemic has also shone a penetrating light on the lack of technological capability of some firms.

    Across their advisors, clients and their broader business, where should a wealth manager invest now, how do they determine the focus and what do they gain from the investment?

    With so much change across various aspects of their business, how does a wealth management firm start the process, do they rip out and replace, do they build on what they already have, how do they determine whether to buy or build, how do they navigate and select from the growing marketplace of vendors and how do they deliver value beyond the immediate here and now?

    These are some of the areas we explored in this webinar. Hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and featuring Antony Bream, MD – UK, Northern Europe & Americas at Wealth Dynamix, Nikolai Hack, Head of Strategy & Partnerships at Nucoro, and Tessa Lee, Managing Director, moneyinfo, we discuss details on where a wealth management firms should invest in its technology infrastructure now and where, advisor focused, client focused, business focused or elsewhere.
  • The Battle for Budget in Wealth: Client Experience Vs Operational Efficiency Recorded: Dec 18 2020 58 mins
    April Rudin, Global WealthTech Influencer
    Your invitation to watch a once-in-a-lifetime battle on LinkedIn

    Ladies and Gentlemen, for one day only, Wealth Dynamix, Synpulse and The Rudin Group invite you to the ultimate battle: Client Experience takes on Operational Efficiency for the title of No. 1 Wealth Management Technology Investment.

    Some background to this bout:

    While wealth managers always have (and always will) invest in technology aimed at improving the cost-income ratio, in recent years they’ve also channeled significant effort and expenditure into client-facing technologies to digitise and improve the client experience. And rightly so, 85% of HNWI’s want more digital interaction from their wealth manager.

    But have relationship managers been overlooked in the drive to achieve digital transformation, despite their critical role in engaging and retaining clients? Around 20% of a relationship manager’s time is spent on repetitive, manual administration tasks. There are plenty of opportunities to invest in automation technology, achieve operational efficiency and redirect their time towards revenue creating, value-added tasks.

    Who will win the battle for the budget: established champion Operational Efficiency or young pretender Client Experience? There’s only one way to find out.

    Let’s get ready to rumble…
  • WealthTech Talks: Technology Trends in APAC Wealth Management Recorded: Dec 11 2020 61 mins
    Mario Bassi, Senior Adviser, Business Development, APAC, The Wealth Mosaic
    The last two or more decades have seen the APAC region come to fore of the global wealth management market with a growth story that sees it, today, according to the annual World Wealth Report study from Capgemini, mirroring North America as a home to the world’s largest population of high-net worth individuals. The rise in regional wealth has been met by a growth in the region’s wealth management sector with both local and international players competing for the region’s wealth.

    A newer wealth marketplace compared to its peers in Europe and North America, the APAC region is also home to a client base which is seen to be much more technologically engaged and savvy than the equivalent client base in Europe and North America. Surely, then, technology must be at the centre of the wealth management business model for firms active in the region?

    In this webinar, we will speak to local market experts to get their take on the role and importance of technology in the APAC wealth management sector and we will interview these guests to understand what are the most relevant and important technology trends confronting the wealth management sector in the region. Is APAC on its own in terms of the technology trends it is seeing or is it aligned with other regions of the world?

    Live date and time: Wednesday, 30th September 2020 at 9-10am UK time/4-5pm Singapore time

    Participants/panellists:

    • Dominic Gamble, Head of Asia Pacific, Wealth Dynamix
    • John Leung, Client Director, Asia Pacific, Delio
    • Julien Le Noble, Senior Director, Finantix

    Host:
    • Mario Bassi, Senior Adviser, Business Development, APAC, The Wealth Mosaic
  • Enhancing the adviser-client relationship with technology Recorded: Dec 8 2020 62 mins
    Stephen Wall, The Wealth Mosaic
    Earlier in 2020, The Wealth Mosaic spoke to a select group of executives from leading wealth management firms and private banks in Switzerland to understand their views on how technology can enhance the relationships between advisors and clients. 

    These views, insights and comments have been collated into a whitepaper titled 'Enhancing the adviser-client relationship with technology'.

    Watch the webinar to hear a panel of industry experts examine the key discussion points from the white paper including the current state of play today, the challenges firms are facing and the best opportunities for new tools and technologies.

    - the state of play today and key challenges faced 
    - the multiple opportunities for deployment of new technologies and tools
    - best practices for improving client-adviser relationship management through technology
  • 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.
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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  • Title: 4 Ways Wealth Managers Can Preserve Client Service When Remote Working
  • Live at: Jul 7 2020 8:30 am
  • Presented by: Travis Morgans, Head of Consulting, Wealth Dynamix
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