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Infographic: Empovering exceptional client management

The winning CLM solution

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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
| 12/11/2018 12:00:00

Read the full whitepaper here.