Transforming first interactions into trusted client relationships

Presented by

Dominic Snell, Product Strategy Director, Wealth Dynamix and Jonathan Drechsler, Head of Partnerships & Sales, Recordsure

About this talk

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? Hear from industry experts after Wealth Dynamix and Recordsure discussed: -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.

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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.