TWM WealthTech 2022 Report

There is no doubt that digitisation is here to stay. Clients now demand it as standard.
As such, wealth managers need to offer clients the choice of channels. Digital offerings need to be function-rich, have a quality design and be user-friendly. It is no longer enough to pay lip service to all that is digital.

However, wealth managers certainly seem to have taken note, and the tide is turning. There is less reticence to invest and more positivity around identifying the building blocks that come together to make a robust digital proposition.   

In practice, this means that wealth managers need to go back to basics, identify the parts of the whole, and invest accordingly for long-term strategic success.  

As a solution provider with a background in wealth management, we expect that investing in the Cloud and SaaS will be fundamental. We would be very surprised if a cloud strategy were not a key part of things as we advance this year; it solves so many issues and supports so many possibilities. Once firms realise its potential, they will try it in one area and expand outwards as its benefits become apparent. 

Learn more about this from our extract from the report and find out:  

  • How wealth managers can tackle these focus areas 
  • What the industry’s strength and weaknesses are in its use of technology 
  • What the main challenges wealth managers face 
  • What the main building blocks are for any wealth management firm to make the most of technology available to them 
  • How Wealth Dynamix can support wealth management firms in this area  

Download the Wealth Dynamix extract from the report now. 

Access the resource
via the form below

Share

Wealth Dynamix
Wealth Dynamix

Wealth Dynamix Team

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