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Infographic: Client lifecycle management - what should a single integrated solution cover?

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The multi-award-winning, fully integrated, end to end digital CLM solution, WDX1, addresses the key industry challenges presented by the complex requirements of client lifecycle management and the orchestration of key activities. These include client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing and business intelligence. WDX1 comprises 3...

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by Wealth Dynamix
| 17/01/2019 12:00:00

View the full article here: Transforming the client-advisor experience: The holistic approach