Wealth Dynamix, a client lifecycle management (CLM) software firm, has partnered with a Capita Consulting.
Working in collaboration with Wealth Dynamix, Capita Consulting will aim to help private banking and wealth management clients achieve improvements in front office and adviser effectiveness.
“An effective CLM solution is key to minimising operational overheads and empowering staff to create additional value at every stage of the client lifecycle,” the firms said i...
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