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.

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eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

24 January 2023

eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

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

E-book: The 7 Deadly Myths of Client Lifecycle Management

10 January 2023

E-book: The 7 Deadly Myths of Client Lifecycle Management

At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.

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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

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NEW - eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.  

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Client Onboarding