7 Myths about Client Lifecycle Management for wealth managers

Presented by

Dominic Snell - Product Strategy Director, Wealth Dynamix & Matt Neill - Co-Founder, Beyond

About this talk

A must-attend webinar for Client Lifecycle Management decision makers. If you’ve entered the new year with a heightened resolve to place the client at the centre of your CLM strategy, don’t miss our Client Lifecycle Management (CLM) webinar on Thursday 20 January. Join Dominic Snell, Product Strategy Director at Wealth Dynamix, and Matt Neill from Beyond Consultancy - specialists in driving client onboarding and client lifecycle change, as they reveal the seven most common myths in Client Lifecycle Management (CLM) and provide insight into best practice CLM. Together they’ll expose the 7 myths of modern-day CLM: - Onboarding + KYC = CLM - CLM is just the new name for CRM - Integration is an IT task - CLM solutions are best built in-house - If You Have a Portal, You’ve Gone Digital - You can’t buy CLM out-of-the-box - Data drives the quality of client relationships Understanding the mistruths and outdated thinking surrounding the complex area of CLM is an important step in avoiding costly mistakes as you adapt and evolve to your clients’ changing needs. So why not go into 2022 with your eyes fully open? The session will conclude with a Q&A session – a great opportunity to voice any questions you have.

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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.