Why Wealth Management CRM is different
Wealth management CRM is a trust and compliance problem
Wealth management is the most relationship-intensive financial services segment. Clients entrust advisors with their life savings, their retirement plans, and their family financial security. That relationship — built over decades — must be managed with care, recorded in detail, and protected from disruption when advisors move firms. CRM in wealth management is the institutional memory of those relationships.
Talk to a Wealth Management specialist →What we deliver
CRM services for wealth management
Client result
What we delivered for a Wealth Management business
"We had the tools and the team. We just needed someone to build the system that connected them. Celumai did that in twelve weeks. What we have now would have taken us two years to build ourselves."
Insights
Articles written for Wealth Management professionals
Regulatory & compliance context
We design CRM for wealth managers that satisfies FCA COBS suitability requirements, MiFID II and UK MiFIR best execution and record-keeping obligations, Consumer Duty fair value monitoring, MAS requirements for Singapore wealth managers, APRA and ASIC obligations for Australian wealth management, and SEC and FINRA record-keeping for US registered investment advisors.
Free assessment — Wealth Management
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