Wealth Dynamix

Insights

Explore our latest Client Lifecycle Management news, insights and thought leadership

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Scaling for the future: strategies for the evolving Wealth Management landscape

23 May 2024

Scaling for the future: strategies for the evolving Wealth Management landscape

Hubbis recently hosted the Wealth Management Forum in Malaysia focusing on the trends, opportunities, and challenges for the industry.

5 min. read

The untapped majority: making sense of data

22 June 2021

The untapped majority: making sense of data

While technology has given rise to a tapestry of data, lack of cohesion has left many advisors grappling to make sense of the insights at their fingertips.

5 min. read

The Vital Future of Relationship Management in Asia

20 July 2020

The Vital Future of Relationship Management in Asia

How technology and relationship managers maximise growth, impact revenue and nurture better client relationships?

4 min. read

Wealth Dynamix Partners with Ortec Finance to Add Goal Based Wealth Management Insights to a Single Client View

23 June 2020

Wealth Dynamix Partners with Ortec Finance to Add Goal Based Wealth Management Insights to a Single Client View

The integration will provide relationship managers and advisors with complete, seamless visibility of every client’s portfolio progress against pre-defined goals, from within a single, unified advisor workspace.

3 min. read

Video: Empowering the Relationship Manager – Their Role in the Future of Wealth Management in Asia

18 June 2020

Video: Empowering the Relationship Manager – Their Role in the Future of Wealth Management in Asia

Watch the video to learn how our research report proves that Relationship Managers need to be equipped to take centre stage, back where they belong.

1 min. read

New Research Confirms that Asia Relationship Managers Still Have Inadequate Tools and Insufficient Time to Improve the Client Experience

17 June 2020

New Research Confirms that Asia Relationship Managers Still Have Inadequate Tools and Insufficient Time to Improve the Client Experience

Ground-breaking independent wealth management study confirms the vital role of technology in overcoming relationship management challenges in Asia.

2 min. read

Wealth Dynamix Wins WealthBriefing Asia Best CRM Award for Second Consecutive Year

15 June 2020

Wealth Dynamix Wins WealthBriefing Asia Best CRM Award for Second Consecutive Year

Judges cite innovative application of Customer Relationship Management and a pioneering approach to Client Lifecycle Management as key differentiators for Wealth Dynamix.

2 min. read

Rolling out our Client Lifecycle Management solutions in Asia

7 June 2019

Rolling out our Client Lifecycle Management solutions in Asia

We have opened a new office in Singapore in October 2018, led by a seasoned industry professional, to spearhead our expansion of client lifecycle management solutions into wealth and asset managers in Asia.

9 min. read

How can wealth managers in Asia do more, better business?

15 May 2019

How can wealth managers in Asia do more, better business?

We discuss how wealth managers in Asia can adopt client lifecycle management techniques to drive more, and better quality, sales.

6 min. read

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