Make or break: The value of a modern customer engagement strategy

Over the last decade, the wealth management industry has continued to increase its use of technology to help transform many of the more operational components of business. It's now standard practice to employ sophisticated CRM tools to better manage client data, cash flow modelling solutions to help efficiently and consistently devise client plans, or proposal generators to streamline the production of client materials. More recently, the pandemic has also shifted focus to enabling more digital client interactions, such as adapting to the practicalities of a remote environment with e-...