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Full Client Lifecycle Management and Operational Scalability

Client from 1993 – One of the UK’s leading wealth managers, founded in 1762, Brewin Dolphin helps clients achieve their ambitions through expert, personalised financial planning and investment management advice. Brewin Dolphin is making good progress with their strategy and investing for the future, having significantly strengthened operations and improved efficiency over recent years.

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The successful management of wealth takes an understanding of money but is rooted in an even deeper understanding of people. So before we invest your money, we’ll first invest in our relationship with you.

The Client Lifecycle Management & Onboarding solution by Objectway provides integrated digital capabilities to manage the entire client life cycle, from prospecting through onboarding, to ongoing service delivery like suitability reviews and other periodic and ad-hoc events.

Client-advisor digital collaboration is enhanced over an optimised omnichannel mix to meet different scenarios and client needs.

Objectway has also successfully completed comprehensive training of Brewin Dolphin personnel, including a ‘dress rehearsal’ to ensure a smooth switch, despite disruptive COVID lockdown restrictions.

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The key benefits of the new client management system include an improved client experience, from onboarding through to their suitability process, and greater operational efficiencies for our people.


Brewin Dolphin

Business Benefits

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Deliver superior client experience and sound client relationship

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Improve clients and advisers engagement

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Enhance ‘opti-channel’ client-advisor digital collaboration

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Gain scalability and greater operational efficiencies

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Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £51.4* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of clients including individuals, charities and corporates. Services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. The firm built a network of 33 offices across the UK, Ireland an the Channel Islands, staffed by over 400 qualified investment managers and financial planners.

* At the date of February 2021