Make or break: understanding the role of technology in wealth management

WealthTech influencer April Rudin speaks with our MD – UK and Americas Antony Bream in this extract from the US Wealth Technology Landscape Report 2021.

Share

As the wealth management industry continues to evolve, the need for technology as a key tool for client service and relationship management has become increasingly apparent.

Wealth Dynamix has been featured in The Wealth Mosaic’s US Wealth Management Technology Landscape Report 2021 with a discussion between April Rudin, WealthTech influencer and Founder of The Rudin Group, and Antony Bream, MD – UK and Americas at Wealth Dynamix.

Will wealth managers one day be replaced by robo-advisors? Do clients choose their wealth manager only based on investment performance? Is the digital acceleration caused by the pandemic temporary?

US Wealth Technology Landscape Report 2021

Download the report extract to read April and Antony’s debate around the facts and fiction on the role technology plays in the wealth management industry…


Download the report extract

This is an extract from a recently published report by The Wealth Mosaic titled ‘The US Wealth Management Technology Landscape Report 2021’ (download the full report here).

LATEST INSIGHTS

How can wealth managers leverage data to drive relevance?

27 February 2024

How can wealth managers leverage data to drive relevance?

Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.

4 min. read

The compliance advantages of hybrid servicing

24 February 2024

The compliance advantages of hybrid servicing

There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.

3 min. read

Wealth Dynamix now available on Temenos Exchange

1 February 2024

Wealth Dynamix now available on Temenos Exchange

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

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding