Client Relationship Management, Sales & Distribution

Providing tailored solutions to Wealth Management firms by helping them achieve a consolidated view of client data through every step of the client journey. Advising on client journeys ranging from managing prospective clients to onboarding, and servicing and retaining existing clients. Supporting Wealth Managers in providing superior advisory, discretionary, and execution-only services for their clients. In addition to that, shaping and enhancing Sales and Distribution channels to attract new business.