Rewatch our webinar on Transforming first interactions into trusted client relationships which was hosted in partnership with Wealth Dynamix on 22/04/2020.

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?

Join industry experts from Wealth Dynamix and Recordsure on a webinar to discover

  • 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.