Wealthtech Wealth Dynamix has launched a client lifecycle management (CLM) benefit calculator for wealth managers.
CLM is the measuring of multiple customer-related metrics, which, when analysed for a period of time, indicate performance of a business.
The lifecycle is as follows: prospecting, onboarding, managing, servicing, and re-engaging.
Wealth Dynamix digitises the client lifecycle for private banks and wealth managers, from client acquisition ...
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