The SaaS(y) New Approach to Client Lifecycle Management: The Race is On

Presented by

Gary Linieres, Co-Founder & CEO, Wealth Dynamix | Dominic Snell, Product Strategy Director, Wealth Dynamix

About this talk

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.

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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.