Brent Randall joined other members in the industry to discuss various current topics that wealth managers are facing. Brent gave an insight into forward-thinking digital strategies and converting compliance challenges into business benefits.
Brent gave a in-depth account of new necessary digital software available to wealth managers and the importance of optimising client on-boarding and client conduct risk management.
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.
31 March 2023
Wealth Dynamix picks up a third award in this year’s WealthBriefing Awards and is crowned Best CRM at the Eleventh Annual WealthBriefing European Awards 2023.
2 min. read
3 March 2023
Robert Roome has 20 years of experience in the Wealth Management (WM) and Private Banking Industries, within technology, wealth management and management consulting firms.
3 min. read
23 February 2023
Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
2 min. read
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.