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.
Presented by
Dominic Snell,
Product Strategy Director
An experienced and accomplished specialist in CRM technology and wealth management, Dominic is responsible for defining and leading the product roadmap for Client Lifecycle Management (CLM) solutions at Wealth Dynamix. Experienced in SaaS strategy definition, Dominic formulated the development and launch plan for the firm’s cloud-based CLMi solution. Prior to joining Wealth Dynamix in 2014, Dominic held senior positions in both RBS and Barclays Wealth and Investment Management, where he was responsible for leading enterprise-scale CRM implementation projects. With more than 15 years wealth management and WealthTech experience he has vast expertise and insights into best practice CRM and CLM execution.
