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CRM + CLM for wealth management: You can’t have one without the other

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Onboarding for Wealth

Appway is the global leader in client onboarding for the financial services industry. Onboarding for Wealth enables leading wealth managers, private banks, and family offices to provide their high net worth clients (HNWIs) with a personalized experience while guaranteeing compliance to local and global regulations Onboarding for Wealth combines digital and physical...

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Appway Client Update is a digital solution for financial institutions including private banks, wealth managers, broker-dealers, multi-family offices, and universal banks. By enabling the orchestration of people, data, and activities, managing client updates and account maintenance is smart, personalized, and holistic.  Client Update leverages a combination of Appway technology, business components,...

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by Appway
| 04/05/2020 15:16:14

CRM and CLM are two key concepts increasingly embraced by the financial services industry: CRM, the structured management of all customer records; and CLM, the redesign of organizational processes from the client’s perspective. However, CRM and CLM are not to be treated as separate alternatives, but rather as complementary sides to the same coin. This Q&A sheet explains why.

Please click on the image below to access and download the full factsheet.