CRM: a Good Strategy Helps Wealth Managers

Get to every client

Today, a wealth manager who wants to thrive has to widen the choice of service options for its clients. That’s because the clients are demanding new and unprecedented levels of automation and self-managing tools and, at the same time, they still look for a truly personal relationship with the wealth manager, the same they could find at their traditional, brick-and-mortar, bank from the ’90s.

The Wealth Management Trends 2015 report from Celent Research explains how wealth manager can use CRM systems as an important tool to effectively manage these issues.

A CRM system has indeed two main roles: collecting either data and knowledge regarding clients, but today’s CRM expected role go far beyond . The information gathered through a CRM can ben used by the advisors to craft a really personalized experience for the client, that can benefit either from the most advanced digital tools and a close relationship with an advisor he or she trusts. It is a mutichannel collaboration platform to engage with your customers.

Implementing an effective CRM strategy is not an easy feat. Wealth Management Trends 2015 shows the main business functions in a well-executed CRM strategy.

A CRM Framework
A typical CRM framework. Source: Celent report “Wealth Management Trends 2015”.

The report also shows how CRM systems are growing in functionalities, compliance, analytics, artificial intelligence features, and access from mobile platforms, to answer the needs of advisors and those of the clients too; they can often take advantage of dedicated websites and repositories for learning, investing and talking to the wealth manager anytime, anywhere.

From CRM to Financial Planning

In the foreseeable future, financial planning will remain a chance of differentiation for advisors that seek differentiation and a way to stand out in the market. In fact, the complexities and the need for human touch associated to financial planning make competition in this area hard for fully-automated services.

A good CRM strategy allows the wealth manager to invest on the automatized part of their experience in order to enable real conversations between client and advisor through digital platforms: a better reach towards the client and resource optimization, both at the same time. The client, meanwhile, has the self-managing options he or she demands, without giving away the chance of receiving human and personalized advice.

Objectway Wishes You a Merry Christmas and a Happy Shining 2016!

Merry Christmas

Hello everyone,

I’m Luigi Marciano, Founder and CEO.

In Objectway, we went through a 2015 as exciting as full of achievements and satisfaction. It’s just appropriate to allow ourselves a little break, and to spend some deserved and precious time together with whoever we love and care about.

Continue reading “Objectway Wishes You a Merry Christmas and a Happy Shining 2016!”

Objectway – In My Life

In my life, I realized that to be inventive, you have to be inspired.
Each new day is like an adventure, and inspiration comes from sharing experiences with passionate people.

We are part of the same story. We share the same goals.

HTML5, Native and Hybrid development: The Conectus Vision

Progettazione di app mobile

The past experience of Objectway in mobile apps and the latest advances in HTML5 and hybrid / native development, all lead to the conclusion that a hybrid development strategy is the best approach to developing wealth management applications.

Continue reading “HTML5, Native and Hybrid development: The Conectus Vision”

MiFID-2: See You on 2018 says ESMA (Maybe)

There are high expectations about MiFID 2 (Market in Financial Instruments Directive), that is considered one of the most impacting European directive for financial intermediaries, as it considerably extends the range of former directive MiFID 1. Continue reading “MiFID-2: See You on 2018 says ESMA (Maybe)”

Customer Conference Proceedings: download them now!

The customer conference presentations are now available, feel free to read them!

International Customer Conference: Introduction
Luigi Marciano, Founder and CEO, Objectway

Value-Driven Market Engagement
Peter Schramme, Chief Business Development Officer, Objectway

Innovation in Wealth Management – Trends and Opportunities
Ashley Globerman, Analyst, Wealth Management / CELENT

Case Study: Retooling for a Digital Market – The Treetop Story
Julien Palissot / Treetop

Objectway Product Strategy: a road to business innovation
Alberto Cuccu, Chief Product Officer, Objectway
Georgios Lekkas, Chief Innovation & Technology Officer, Objectway

Reaching The Digital High Net Worth Consumer
Jim Marous, Co-Publisher, The Financial Brand

A New Solution to Empower your Client Relashionships
Gert-Jan Hoogendoorn, Product Manager, Objectway

Performance attribution as a business value-add
Koen Goossens, Chief Business Consultant, Objectway

MiFID II – Application Impact Blueprint
Ed O’Leary, Senior Product Manager, Objectway

A Real One Stop for Wealth Managers and Stockbrokers
Phil Hales, Business Development UK, Objectway

Business Intelligence Complementing rhymeSIGHT with Illumas add-ons
Andy Gorton, Product Manager, Objectway

Digital Engagement and Collaboration as Business Differentiators
Georgios Lekkas, Chief Innovation & Technology Officer, Objectway

Clearing and Settlement
Ed O’Leary, Senior Product Manager, Objectway

Implementing Goal Based Hybrid and RoboInvestment Advisory
Michele Tanzi, Client Solutions Director, Objectway

Customer Conference 2015: Gallery

The International Customer Conference held 2 Dec in London, which was a remarkable success, also included presentations by Celent on wealth management technology trends, Jim Marous (one of the leading technology influencers in the financial services industry), and our own Objectway team, who shared a host of industry and product insights, including our new product roadmap.
Continue reading “Customer Conference 2015: Gallery”