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:
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17 April 2024
We delve into the use of AI technology in wealth management. Far from belonging to a far-distant future, it is here and growing more intelligent by the day.
5 min. read
2 April 2024
Hubbis recently hosted a digital dialogue focusing on the application of the latest digital solutions for the Relationship Managers and advisory in the world of Asian wealth management, as technology revolutionises the offerings and efficiencies across the broad wealth management community in the region.
5 min. read
21 March 2024
Wealth Dynamix, a leading provider of Client Lifecycle Management solutions for private banks and wealth managers, announced Luna Investment Management as a new client as part of our partnership with Third Financial.
3 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.