Client Lifecycle Management for Wealth Managers: Transforming technology & teams

Presented by

Antony Bream, MD – UK & Americas

About this talk

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

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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.