Client Lifecycle Management

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La trasformazione digitale sta cambiando il modo in cui apriamo i conti

Gli istituti finanziari (IF) stanno integrando le tecnologie digitali nell'intero tessuto delle loro organizzazioni per trasformare l'esperienza dei clienti e migliorare l'efficienza operativa. Di conseguenza, i processi di apertura del conto e di verifica

Client Lifecycle Management
October 16, 2023
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The Great Resignation & the Rise of the Versatile Workforce

Some companies struggle to implement flexible working models when faced with uncertainty surrounding the phenomenon known as the ‘The Great Resignation’. But why?

Client Lifecycle Management
February 10, 2022
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Why Siloed Onboarding Operations are Killing Customer Experience

The onboarding process is the critical first step in every new customer relationship. However, many firms are failing to make a favorable first impression with disconnected systems and limited visibility leading to a friction-filled customer experience.

Client Lifecycle Management
April 23, 2021
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5 Key Digital Transformation Benefits for Business & Commercial Banks

Starting and maintaining a positive business relationship can’t be understated. With global market disruption coupled with a change in customer expectations, Banks are seeking ways to create better client experiences, from initial onboarding and throughout

Client Lifecycle Management
February 11, 2021
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The Pandemic Drives Home the Value of Cloud-Based tools for the Asset Management community

With many Asset Management (AM) staff working from home due to COVID-19 lockdowns worldwide, AM firms have found cloud-based tools to be essential to business continuity.

Client Lifecycle Management
February 4, 2021
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6 Ways to Create a Frictionless Client & Investor Lifecycle Journey for Asset Servicing Firms

As digital transformation continues to impact the financial services sector, Asset Servicing (AS) firms are under significant pressure to modernize their processes. To transform successfully, they need to work closely with their clients to create frictionl

Client Lifecycle Management
November 20, 2020
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Breaking down Silos: 4 Key Transformation Challenges for Transfer Agents and Fund Administrators

In a recent post , we explored how Asset Servicing (AS) firms are grappling to meet their clients’ and investors’ fast-evolving digital service and real-time reporting expectations.

Client Lifecycle Management
October 22, 2020
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What does 2020 hold for Asset Management and Asset Servicing?

Investors continue to expect strong risk-adjusted returns, attractive fees and a growing requirement for a digital client experience.

Client Lifecycle Management
January 22, 2020
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Private Banking and Wealth Management Trends for 2020 and Beyond

One recurring theme is that technology is going to play a defining role in determining the winners and losers. A major reason for this drive towards technology is the unprecedented transfer of wealth and assets from baby boomers to digital native generatio

Client Lifecycle Management
January 12, 2020
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HNW Client Onboarding: Tackling the Rise in Client Dropouts

HNW client onboarding times are taking longer than ever, according to a new Fenergo report. As a result, more than half of wealth managers (52%) are concerned about dropout rates. Here,Steve D’Souza, Global Head of Wealth Management and Private Banking at

Client Lifecycle Management
October 13, 2019
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Digital Client Onboarding – The Opportunities and Threats

On October 23rd, Fenergo – in partnership with WealthBriefing – will launch a major report into client onboarding amongstwealth management firms. WealthBriefing last researched client onboarding in 2014, so this will be a valuable finger-on-the-pulse check

Client Lifecycle Management
September 16, 2019
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Wealth firms are boosting HNW-client experience through new technology

Opportunities exist for firms to personalize offerings and strengthen wealth manager/client relationships by leveraging technological advances.

Client Lifecycle Management
July 22, 2019

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