Wealth Dynamix

Insights

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

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New Research Lifts the Lid on Front Office Life in Wealth Management, in the Relationship Managers Own Words

10 May 2021

New Research Lifts the Lid on Front Office Life in Wealth Management, in the Relationship Managers Own Words

Relationship managers shared their views on their roles and the barriers that stand in the way of delivering the best client service.

3 min. read

Wealth Dynamix Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency

4 May 2021

Wealth Dynamix Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency

Wealth Dynamix ranked as one of the world’s leading 100 WealthTech companies for the third consecutive year.

3 min. read

Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms

13 April 2021

Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms

CLMi helps relationship managers to prioritise daily work, meet regulatory obligations and facilitate focus on profitable outcomes for clients.

3 min. read

Hyper-personalise communications to nurture deeper, more satisfying client relationships

22 March 2021

Hyper-personalise communications to nurture deeper, more satisfying client relationships

Wealth managers must master hyper-personalisation in order to retain revenues during the great wealth transfer.

3 min. read

Continuer à adopter les nouvelles technologies pour donner plus de pouvoirs et d’impact aux conseillers privés

18 March 2021

Continuer à adopter les nouvelles technologies pour donner plus de pouvoirs et d’impact aux conseillers privés

Avec pour objectif la croissance des revenus en 2021, les gestionnaires de patrimoine doivent augmenter la pertinence des points de contact pour sécuriser de nouvelles affaires.

3 min. read

Be open to new ways of working that map more effectively onto client journeys

11 March 2021

Be open to new ways of working that map more effectively onto client journeys

Wealth managers must rethink how they organise teams and functions to align with client journeys in a more profitable way.

3 min. read

Beyond the pandemic: a new frontier for wealth management

10 March 2021

Beyond the pandemic: a new frontier for wealth management

Some of the key takeaways from leading wealth managers on driving digital and the lessons learned from adapting to the pandemic.

3 min. read

Maintain momentum in technology adoption to empower advisors and increase relevance

25 February 2021

Maintain momentum in technology adoption to empower advisors and increase relevance

Wealth managers must leverage technology for healthy cost-to-income ratios, new clients and long term success.

3 min. read

Beyond the pandemic: wealth management from the business’s perspective

23 February 2021

Beyond the pandemic: wealth management from the business’s perspective

How have wealth management firms adapted to Covid and what long term legacy will the pandemic leave in the industry?

3 min. read

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