Wealth Dynamix and The Wealth Mosaic partnered to host a virtual roundtable with six leading private banks and wealth managers in Switzerland.
The objective was to understand their views on how technology can enhance the relationships between advisers and clients throughout the client lifecycle.
No matter what the strategy and approach, all wealth managers are agreed that the client-adviser relationship remains the single most important thing.
Download the whitepaper now to learn why our participants believe it can be significantly enhanced at all stages by the intelligent application of technology.
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.