Under the Bonnet: What wealth managers really think of life in the front office

Presented by

James Brown, Head of Client Services, Compeer

About this talk

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.

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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.