Are your relationship managers in the right driving seat?


CLMi is a new, cost-effective, scalable and intuitive Client Lifecycle Manag platf m f om W


scalable and int Lif


that puts the productivity of relationship managers and satisfaction of y


forefront of your business.ont of you


Take control of the full client journey: from initial engagement a through to ong management.


control of t


engagement and onboarding through t ongoing relationship management


Designed speci


Designed specifically for wealth managers, CLM platf


managers, CLMi is the SaaS platform of cho


loud-based deployment.


Find out m e out more:: wea th-dynami


ealth-dynamix.com/CLMi oice for out-of-


the-box ease-of-use and rapid, cloud-based de


le Management (CLM)


platform from Wealth Dynamix that puts the pr elationship ma


tion of your clients at the


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