Out now: Customer Lifecycle Management for Wealth Management, 2023: Market and Vendor Landscape

CLM for wealth management institutions is an area defined by its need for flexibility - to address the complex, often sensitive needs of wealth management clients. But integrating and covering their customer journey within a single platform is challenging. Vendors in the space have focused on building platforms within the CLM for wealth management space, whereby institutions and clients can take an ‘a la carte’ approach to deploying solutions. In this context, Chartis considers the key trends and challenges in the space, and analyzes the vendor landscape.