Digitizing the Client Life Cycle – Optimizing the Journey Ongoingly
Date & Time
Tuesday, May 24, 2022, 12:15 PM - 1:00 PM

Increased digitization of the entire client life cycle management (CLM) process is becoming mainstream and a high priority for wealth managers. CLM runs the gamut from client prospecting and onboarding to the ongoing relationship management, which is central to garnering client loyalty. There are many moving pieces when it comes to the maintenance of a wealthy client, and if the process does not start out efficiently, the ongoing effort of managing the client life cycle becomes convoluted.

This panel will discuss:

  • How are wealth managers digitizing wealthy client prospecting and onboarding journeys?
  • What are the big benefits of digitizing the entire CLM process for both the advisors and clients?
  • What are the biggest challenges in digitizing the CLM process?
  • What are key vendors offering in this space?
Meghna Mukerjee