Thailand Wealth Management Forum 2019 - Exclusive Insights - Dominic Gamble

Dominic Gamble of Wealth Dynamix

May 13, 2019

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1. How can we get better at using data and CRM in wealth management?

Video transcript

1. How can we get better at using data and CRM in wealth management?

Not many people are getting data in the CRM right in wealth management. CRM has got so much potential beyond just being a store of client contact data, which is really what it's used for, resigned to the back closet of a basement inside of an institution. Instead, we see a CRM as being the key, central platform from which other client lifecycle solutions can be offered, digital on-boarding being a key one, marketing being another.

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