Building an Effective Business Case for WealthTech CLM

Thursday 23 June 2022

A transformation tsunami is taking place within the wealth management sector in order to provide a far superior experience for their clients, while benefitting from a dramatic increase in efficiency across the lifecycle of a customer.

But how are they doing it? Is there a clear business case? And what does the future hold for these more digital-savvy private banks?

This is an in-depth discussion in which we hope to be able to provide a holistic viewpoint from clients, consultancies and vendors.

Join us at 11am (UK time) on Thursday 23rd June 2022. 


Wealth Dynamix



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