The Client Engagement & Management (CE&M) category is one of the largest within the Technology & Data marketplace of our Solution Provider Directory. This directory category includes vendors and solutions representing the many ways in which different forms of wealth managers can engage and manage their client relationships. In an era where the expectations of clients are evolving and increasingly elevated, the wide variety of supporting technologies is increasingly relevant.
Our CE&M business need category captures a wide range of technology solutions and tools that support wealth managers in their ability to reach, understand, communicate with, respond to, and manage their clients, whether contact is initiated by the client or the wealth manager. Of the 800-plus solutions available here, users will find solutions covering sub-categories, including behavioural analytics, bill payment, client advisory tools, client communications tools, client discovery, client lifecycle management, client onboarding, client portal, client relationship management, client reporting, data aggregation/consolidation, digital signature, fact finding tools, financial planning tools, investment advisory, meeting assistants/recording, model portfolio tools, portfolio management systems (with client tools like CRM embedded), practice management platforms, proposal generation, video tools, and more.
The mix of tools available in our CE&M category is broad and reflective of the importance of the client relationship. It is also reflective of the growth in focused point solutions available to the market. The growth in artificial intelligence-based tools arriving in the market, for instance around meeting recordings, is evidence of the growing wave of CE&M offerings available to the market, regardless of the type, size, or geography of the wealth management business.
CE&M category in numbers
Within the CE&M business need category, you will currently find:
- Business profiles – 597
- Solution profiles – 862
Relevant Members
Example of the featured firms included in the CE&M business need category are: 3rd eyes analytics, additiv, Allfunds, Avantos, Aveni, Backbase, Croesus, Docupace, Infront, IntellectAI, Investor in Customers, Jacobi, Moneytree, Objectway, Ortec Finance, Petaksys, Plumb Bill Pay, Storyline, swissQuant, Unblu, WealthHub Solutions.
Other listed providers include:
Aboon, Adclear, AdvisorEngine, AdvisoryAI, Aidentified, aixigo, Altruist, Asset-Map, Backstop, Carefull, Catchlight, Centology, Cognicor Technologies, Communify, Conquest, Contio, Daizy, Digipal, Elements, Envestnet, Equisoft, Etops, EV, FactSet, Finfox, FINNY, Fintilect, Flanks, GBST, GPTadvisor, InvestCloud, InvestSuite, Iress, Jump, Life Moments, Lumiant, Mako Financial Technologies, Masttro, Morningstar, NDEX Systems, Nitrogen, Orion, Personetics, Plannr, Point, Practifi, PureFacts, Snappy Kraken, STRATxAI, Summitas, TIFIN Wealth, Tiller Technologies, Trustate, Umlaut, Unbiased, Unique, Voyant, Wealth.com, Wealth Dynamix, Wealthfeed, WMCockpit, YCharts, Zeplyn, Zocks.
Access CE&M
Click here for full access to the CE&M business need category.
Request to be included in the CE&M category
If you have a solution that should be featured in the CE&M business category that we do not currently have, either in the directory or just in this category, please message us at office@thewealthmosaic.com to discuss.
Request to be featured in the CE&M category
If you have a solution that you want to feature in the CE&M business category with a more detailed profile and content, please message us at stephen@thewealthmosaic.com to discuss.
TWM Directory overview
The CE&M business need category is one of 40 current business needs within our global online solution provider directory. In total, this directory now hosts over 10,000 business and solution profiles, all for solution providers and their offerings, which service, target, and/or are relevant to the business needs of different forms of wealth managers around the world, whether banks, brokers, family offices, financial advisers, investment managers, trust and fiduciary businesses, or other forms of wealth management firm from around the world.
To learn more about our directory and its development, and to have your business and solution included in this growing industry resource, please message us at office@thewealthmosaic.com to discuss.
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About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
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