EBOOK
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.
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.
This eBook provides a comprehensive guide to the fundamentals of hybrid servicing – as well as busting a few myths along the way – the eBook will provide you with insight into the following:
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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.