Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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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
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
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
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
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
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
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
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
11 March 2019
Wealth Dynamix and Microsoft win at Asian Private Banker Technology Awards
Wealth Dynamix has won the accolade of Best Integrated Front Office Technology Solution with Microsoft Dynamics 365 at the Asian Private Banker awards.
3 min. read