Stay on top of regulatory change – ARE YOU GDPR READY? [Report]

Firms managing client money must consider the ramifications of GDPR and the role of a wealth management CRM can play for how client data is managed.

Share

In this guide you will find out:

Read about the steps needed for wealth managers to comply with the latest personal data legislation, GDPR

  • GDPR is a very important piece of legisltion to understand
  • If you are dealing with private individuals then you need to comply
  • We outline the steps to take to ensure compliance and best-practice
  • Technology can play a key role in adherence, automation and data storage

About this guide

Wealth and Investment Management firms must consider the ramifications of this regulatory change on how client data is managed in a relationship-driven industry.

Dominic Snell - Chief Product Officer at Wealth Dynamix

Wealth and Investment Management firms must consider the ramifications of this regulatory change on how client data is managed in a relationship-driven industry.

Dominic Snell

Director of Consulting

Firms should view GDPR as an opportunity to address clients’ transparency and privacy expectations. By engaging clients at every stage of the lifecycle, firms can enhance the client experience, while strengthening trust and in turn improving client retention.

Access the resource
via the form below

LATEST INSIGHTS

Wealth Dynamix now available on Temenos Exchange

1 February 2024

Wealth Dynamix now available on Temenos Exchange

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.

3 min. read

Re-imagining prospecting in wealth management: a necessity in today’s dynamic market

17 January 2024

Re-imagining prospecting in wealth management: a necessity in today’s dynamic market

The traditional wealth management model is no longer sufficient for today's dynamic market. To thrive, firms must embrace prospecting by crafting a culture that prioritises client segmentation, prospect allocation, performance enhancement, junior banker empowerment, and personalised digital engagement.

3 min. read

Wealth Dynamix’s APAC MD highlights missions and challenges around Client Lifecycle Management

4 January 2024

Wealth Dynamix’s APAC MD highlights missions and challenges around Client Lifecycle Management

Hubbis recently hosted a virtual discussion focusing on the application and then implementation of the latest digital solutions in the world of Asian wealth management.

5 min. read

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding