Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
8 June 2023
Wealth Dynamix scoops Best Platform for Client Comms & Engagement Global Private Banking
Wealth Dynamix globally recognised as Best Platform for Client Comms & Engagement underscoring leadership in the delivery of hyper-personalised client experiences whilst delivering cost-efficiencies along the client lifecycle.
2 min. read
8 June 2023
Hyper-personalise communications to nurture deeper, more satisfying client relationships
Wealth managers must master hyper-personalisation in order to retain revenues during the great wealth transfer.
3 min. read
6 June 2023
Wealth Dynamix cements global recognition as double winners at the WealthBriefing 2023 APAC awards for Best CRM AND Best Digital Offering in APAC
Wealth Dynamix cements global recognition with two more WealthBriefing awards for Best CRM and Best Digital Offering in the APAC region following recent triumphs in the UK, Americas, Swiss and the European awards.
2 min. read
16 May 2023
Third Financial and Wealth Dynamix team up on client lifecycle integration
Investment platform Third Financial has launched a market-leading integration with Wealth Dynamix, as it continues its campaign against fragmented technology in the wealth management and advice sector.
3 min. read
10 May 2023
Wealth Dynamix appoints new sales manager Steve D’Souza
Steve will lead and further develop business opportunities in the UK, USA, Canada, Middle East, South Africa, and Scandinavia.
2 min. read
3 May 2023
Winning the talent war – Attracting advisors
Experienced relationship managers and financial advisors are in decline, whilst the global population of HNWIs is increasing. We look at how firms can successfully compete for talent and prosper.
5 min. read
26 April 2023
Wealth Dynamix has been awarded Best Front Office Solution in the Asian Private Banker Technology Awards 2022
We’re delighted to be awarded Best Front Office Solution at Asian Private Banker’s 8th Technology Awards 2022! The programme, now in its eighth year, celebrates the innovations and achievements of Asia's rapidly growing financial technology industry.
2 min. read
13 April 2023
TWM APAC WealthTech Landscape Report 2023
In The Wealth Mosaic APAC WealthTech Landscape report, Darell Miller, Managing Director - APAC at Wealth Dynamix, looks at the scope of change in Asia for wealth managers. Darell believes that an "AHA!" moment is coming for wealth management in APAC in 2023.
3 min. read
11 April 2023
Wealth Dynamix COO makes Top 25 Women Leaders in Financial Technology of Europe for 2023
Natalie Levine recognised in the Top 25 Women Leaders in Financial Technology for Europe for 2023 by The Financial Technology Report.
2 min. read
