Wealth Dynamix

Insights

Explore our latest Client Lifecycle Management news, insights and thought leadership

Three strategies to attract new clients in wealth management

13 July 2022

Three strategies to attract new clients in wealth management

What’s driving people away from traditional wealth managers towards digital-first firms? Industry experts offer their strategic solutions.

10 min. read

Building an Effective Business Case for WealthTech CLM

29 June 2022

Building an Effective Business Case for WealthTech CLM

Writing a business case for improved efficiency, profitability, and growth? Discover key insights from the Altfi webinar on 'Building an Effective Business Case for WealthTech CLM'.

5 min. read

WealthTech Matters – The Adviser: How to innovate and adapt in a time of rapid change

16 June 2022

WealthTech Matters – The Adviser: How to innovate and adapt in a time of rapid change

The recent WealthTech Matters event at The Aon Centre in London’s iconic Leadenhall Building couldn’t be more relevant for firms seeking to improve their processes, client experience and profitability through technology.

5 min. read

Risk Management in the Client Digital Lifecycle Experience: Helping to Make Sanctions Work

13 June 2022

Risk Management in the Client Digital Lifecycle Experience: Helping to Make Sanctions Work

The intent within the sanctions program has introduced for the first time the type of targeting of individuals and entities that draws on big data, relational science, and artificial intelligence.

5 min. read

The External Asset Manager: is your CLM ready for that sales channel?

23 May 2022

The External Asset Manager: is your CLM ready for that sales channel?

Across Europe, the rise of the External Asset Manager is a trend that couples huge potential gains with added complexity for banks’ and wealth management firms’ Client Lifecycle Management (CLM).

3 min. read

Life insurance – a vital yet changing product in the Wealth Manager’s toolkit

18 May 2022

Life insurance – a vital yet changing product in the Wealth Manager’s toolkit

Wealth Managers operating within Europe, particularly in France, Monaco and Benelux, consider life insurance a vital tool for their wealth planning offering, utilising it as a wrapper to structure and protect their clients' wealth.

3 min. read

Client onboarding: the way it should be

17 May 2022

Client onboarding: the way it should be

Does your technology stack meet the needs of today’s demanding wealth management client? We outline what the client onboarding journey should look like – and how can technology help.

3 min. read

Five key client onboarding challenges that your wealth firm must address

27 April 2022

Five key client onboarding challenges that your wealth firm must address

Why do so many wealth management firms fail to optimise their client onboarding journey? Here we outline the five most common pitfalls associated with onboarding.

3 min. read

What is ‘client onboarding’ and why does it matter?

20 April 2022

What is ‘client onboarding’ and why does it matter?

What is ‘onboarding’ in the business of wealth management? We outline the challenges of client onboarding and the importance of getting it right.

3 min. read

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