Knowing your clients goes beyond names and risk profiles. It’s about leveraging smart tech to decode behaviours, tailored advice, and driving value, at scale.

Ready to dive deeper? Join us for Part two of “The Digital Lowdown” with Michael Mulder, where we’ll unpack how the right CRM and data strategy can transform your client relationships. This session is your playbook for smarter growth, packed with actionable insights you can use straight away.

What to expect

• Evolving the KYC conversation
• The role of client management tools in building relationships
• Revisiting the client lifecycle through a digital lens
• The cost of technology: value vs expense
• Creating a simpler experience for clients and advisers