Read how technology is able to empower advisors with new insights and productivity tools, rather than simply replace them
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.
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.
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
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.