Transforming the client-advisor experience as a whole [Report]

In this guide you will find out:

Read how technology is able to empower advisors with new insights and productivity tools, rather than simply replace them

About this guide

The world of wealth is rapidly changing. The industry needs to adopt a wider-reaching approach to client engagement in order to stay ahead of shifting demographics, geopolitical and regulatory dynamics. Wealth Dynamix looks at the benefits of client lifecycle management technology managing client wealth.

A well-designed and fully-integrated CLM solution has the ability to transform client relationships whilst empowering wealth managers.

David Backx
Head of Continental Europe

A true CLM solution covers the full end-to-end journey and processes of a wealthy individual or institution being managed throughout their life by their Wealth Manager and encompasses all interactions they have with various departments across the firm.

The tech enablement of this approach includes the core front-middle office functions of acquisition, digital onboarding, account opening, continuous regulatory compliance, relationship management, client servicing and even off-boarding.

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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.

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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

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