Davies corporate actions expert reflects on the key challenges within the corporate action environment, with a focus on risk and the role technology plays, citing recent examples of losses firms have faced with either legacy technology processes, or geographically dispersed processes that require manual intervention and the associated controls needed to manage those processes.
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Director
Operating Strategy & Transformation
The first paper in Davies’ M&A risk series explores the strategic and operational complexities CEOs face when acquiring firms in the UK wealth management sector.
Client Lifecycle Management (CLM) is the strategic approach to managing customer interactions and relationships throughout their entire journey with a company.
Download the full white paper to discover why the transfer of wealth is not as simple or straightforward as many assume—and what the wealth management industry may be missing about this complex and often misunderstood dynamic.