7 Myths about Client Lifecycle Management for wealth managers

Presented by

Dominic Snell, Product Strategy Director, Wealth Dynamix

About this talk

On the surface, myths can appear harmless as they are usually based on half-truths that are logical and entirely believable. However, problems arise when you act on a myth that proves to be misleading or just wrong. By the time you realise your mistake the repercussions may already be irreversible. Wealth management is riddled with myths and the consequences of making mis-informed choices can be very costly and long lasting. Join this webinar to hear Dominic Snell, Product Strategy Director at Wealth Dynamix, dispel seven of the most common Client Lifecycle Management (CLM) myths in wealth management. - Myth #1 Onboarding + KYC = CLM - Myth #2 CLM is just the new name for CRM - Myth #3 Integration is an IT task - Myth #4 CLM solutions are best built in-house - Myth #5 Data drives the quality of client relationships - Myth #6 HNWIs aren’t interested in a digital experience - Myth #7 The client journey is the only priority If you are a Chief Operations Officer, Head of Client Service, Head of Relationship Management, or a Head of CRM/Onboarding/KYC, register now to discover what CLM is really about, and how to avoid the common pitfalls.

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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.