InvestCloud on Thursday announced it has been selected by BNP Paribas Wealth Management to offer Client Relationship Management (CRM) and Client Lifecycle Management (CLM) services for onboarding and nurturing HNW client relationships. The French bank has picked the InvestCloud solution based on the strength of its “leading automation technology” that streamlines the onboarding process and the simpler way in which […]

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It is not only PB clients who see effective digital tools as a differentiator for PBs — private bankers themselves share this opinion. And having the right tools may help the bank attract some of the most sought-after PB talent. InvestCloud’s Christine Ciriani told Asian Private Banker that digital platforms can make all the difference in PB talent management. “In […]

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Wealth Dynamix today announced it has launched a new Client Lifecycle Management (CLM) solution designed to meet the needs of mid-tier discretionary fund and investment managers. The newly launched CLMi is a cloud-based and SaaS solution, enabling cross-firm collaboration and communication, enterprise-wide data sharing and end-to-end oversight — from acquisition and onboarding through to ongoing relationship management. CLMi aims to […]

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The Singapore branch of China Merchants Bank has selected Appway to improve its compliance efficiency. The Singapore team of the workflow orchestration fintech will deliver three of its wealth management solutions: Onboarding for Wealth; Regulatory Review for Wealth; and Appway’s Digital Binder solution for front-to-back office document handling. These solutions will be deployed across CMB Singapore’s corporate banking, financial institution […]

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Client lifecycle management (CLM) solutions provider Wealth Dynamix announced today that it will collaborate with digital transaction management solutions provider Connective, with a view to integrating digital signatures into an existing CLM solution. In a bid to facilitate the digitalisation of wealth managers, Wealth Dynamix said it will work with Connective to transform the WM agreement process into an entirely […]

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In designing platform and business strategies, wealth management firms should emulate the Big Tech firms Amazon, Google and Apple, argues Appway, the digital client lifecycle management (CLM) solution provider. In a newly published report, Appway makes the point that wealth managers’ operational model for client onboarding should incorporate a more diverse suite of products and services (just like Amazon’s broad […]

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It was an exciting time for many private banks going into 2019: market leaders were comfortably settled into their upgraded core banking systems, whilst some laggards had reached the tail-end of their infrastructure upgrades. Then in early 2019, the HKMA began granting virtual bank licenses, while Singapore opened up for licence applications later in the year, nudging incumbent traditional banks […]

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Financial institutions (FIs) should digitalise their core modules in order to “expand the bottom line” and protect their market share from fully digital entrants, according to a digital solutions specialist in Asia’s wealth management space. Dominic Gamble, head of APAC at Wealth Dynamix — a London-based customer lifecycle management (CLM) software firm which has recently expanded its services to Asia […]

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