Category: Blogs

Information should be a perfect CRM client portal

There is a big difference between the risks that a client can and wants to face.

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Comply with GDPR requirements with help from the local government

Gathering information from the government used for tax purposes saves both the client and the wealth manager a lot...

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Digital sales strategies for Wealth Management; Part one Marketing Automation

How can we switch from an analog to a digital sales strategy? Digital sales start with a good website...

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MiFID II concerned continued suitability of the proposed products for the client and a perfect foundation for CRM implementation.

Wealth managers deserved MiFID II, but MiFID II is not necessarily bad. MiFID is a perfect foundation for a...

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Why building a know your customer solution yourself is not an option

A blog about why building your own know your customer solution or application is not an option.

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