Read why more jurisdictions and financial institutions are keeping their data in the cloud rather than on-premise
As the wealth management market continues to evolve and embrace new technologies, cloud technology has emerged as a primary enabler for growing wealth and investment firms to deal with increased regulatory pressure, a demanding client base and shifting generational wealth from ‘baby boomers’ to ‘millennials’.
Chief Technology Officer
Around 85% of firms in Wealth Management are already using or are planning to implement cloud-based technologies in the next 2 years.
Cloud technology is the new ‘normal’. Technology service providers are supporting the industry in embracing this major step forward with dependable, forward-thinking solutions that will enable wealth and investment managers to embrace this change without burdening their operation or limiting their individuality.
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
10 October 2022
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
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.