Ladies and Gentlemen, Wealth Dynamix, Synpulse and The Rudin Group invite you to witness the ultimate battle as Client Experience takes on Operational Efficiency for the title of No. 1 Wealth Management Technology Investment.
Some background to this bout:
While wealth managers always have (and always will) invest in technology aimed at improving the cost-income ratio, in recent years they’ve also channeled significant effort and expenditure into client-facing technologies to digitize and improve the client experience. And rightly so, 85% of HNWI’s want more digital interaction from their wealth manager.
But have relationship managers been overlooked in the drive to achieve digital transformation, despite their critical role in engaging and retaining clients? Around 20% of a relationship manager’s time is spent on repetitive, manual administration tasks. There are plenty of opportunities to invest in automation technology, achieve operational efficiency and redirect their time towards revenue creating, value-added tasks.
Who will win the battle for the budget: established champion Operational Efficiency or young pretender Client Experience? There’s only one way to find out.
Let’s get ready to rumble…
We’re delighted to welcome the incomparable April Rudin, wealth management industry expert and leading social influencer, to referee and ensure a clean debate for the title.
24 January 2023
Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm and engaging with the next generation of investors.
3 min. read
10 January 2023
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
1 min. read
10 October 2022
As we celebrate 10 years supporting wealth and asset management firms, we lay out how you can win with Wealth Dynamix starting with these 10 reasons.
3 min. read
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.