Guide to the next generation, bionic advisor [Report]

In this guide you will find out:

About this guide

There has been a fundamental shift in wealth management. Individual wealth is on the up and clients expect innovative and personal engagement from their advisors. But as the industry struggles to keep up with these shifting dynamics and growing expectations, are wealth managers truly realizing the full potential of digitization or are they still seeing technology as a threat?

Circular headshot of team member

Achieving a client hybrid advisory model will transform the delivery of advice and drive efficiencies for wealth managers across the board.

Dominic Gamble
Head of APAC

We look at the benefits that an effective digital transformation strategy can have on the client experience, but equally as important, on internal processes in the front office, and the steps wealth managers need to take to maximize these while not forfeiting the human touch.

Achieving a client hybrid advisory model will transform the delivery of advice and drive efficiencies for wealth managers across the board. Successful delivery and implementation of a hybrid model will not only unlock invaluable intelligence that empowers marketing and sales strategies and quantifies success; but gives firms a clear advantage in client service, satisfaction and retention.

Access the resource
via the form below

Share

Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

READ OUR INSIGHTS

eBook: 10 Reasons to Choose Wealth Dynamix

10 October 2022

eBook: 10 Reasons to Choose Wealth Dynamix

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

Whitepaper: Seizing the Opportunities for NextGen Wealth Management in Asia

3 October 2022

Whitepaper: Seizing the Opportunities for NextGen Wealth Management in Asia

Hubbis hand-picked a panel of wealth management experts to join Gabriel Chan, Head of APAC at Wealth Dynamix to focus their attention on the needs and expectations of the next generations of Asia’s private clients.

3 min. read

eBook: Building an Effective Business Case – 7 Pitfalls to Avoid

22 August 2022

eBook: Building an Effective Business Case – 7 Pitfalls to Avoid

In this eBook we lay out 7 pitfalls that we hope can support you in making the best possible business decisions. These are lessons learned from our decades of collective experience in delivering transformational CLM solutions to many of the leading names in Wealth Management, Private Banking and Asset Management.

3 min. read

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding