75% of wealth executives expect digital interaction will be the norm within the next 2 years. In this period of intense technological transformation, building an effective business case is critical to the successful delivery of your technology project, especially when it’s spans so many aspects of your business.
Our eBook: ‘Building an Effective Business Case – 7 Pitfalls to Avoid’ is full of tips, wise words and insights gained from over a decade of optimising wealth management processes through end-to-end Client Lifecycle Management.
Download your copy to tackle your business case with confidence & avoid most common obstacles:
1 February 2024
Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.
3 min. read
17 January 2024
The traditional wealth management model is no longer sufficient for today's dynamic market. To thrive, firms must embrace prospecting by crafting a culture that prioritises client segmentation, prospect allocation, performance enhancement, junior banker empowerment, and personalised digital engagement.
3 min. read
4 January 2024
Hubbis recently hosted a virtual discussion focusing on the application and then implementation of the latest digital solutions in the world of Asian wealth management.
5 min. read