Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
27 September 2022
How to maximise the next-gen opportunity in Asia?
The experts' take on the challenges and opportunities presented by APAC's wealth transfer.
3 min. read
26 September 2022
Wealth Dynamix CEO & co-founder beats the global drum for state-of-the-art CLM
Hubbis met recently with Gary Linieres, our CEO & Co-founder, to learn more about his plans for the future, specifically in the core Hubbis markets in Asia, where Wealth Dynamix has been winning more traction with our new CLMi SaaS solution.
3 min. read
23 September 2022
Expert insights: building a business case the key to unlocking value
What are the common blockers, what challenges are unique to the Client Lifecycle Management business case, and how can you arrive at metrics you're confident in? Here we share the insights gained through a thought-provoking webinar.
3 min. read
8 September 2022
Why digital transformation is key to attracting the next generation of Asian wealth clients
Asia is poised for a huge transfer of wealth by 2030 as high net worth families start succession planning. Wealth managers need to ensure their digitisation efforts are slick enough to win over this next generation of investors.
3 min. read
28 July 2022
Essential insights for building a better business case for a WealthTech CLM
When implementing a WealthTech CRM solution, Wealth managers need a fit-for-purpose, best-in-class business case blueprint which can help them navigate the process rapidly.
5 min. read
25 July 2022
How digitisation can help Asian wealth managers be more efficient in today’s competitive landscape
With competition increasing and margins being squeezed, wealth managers must find new ways to drive efficiency gains and cost reductions without compromising on client service. Could digitalising the client lifecycle hold the key to the future?
3 min. read
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
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
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
