Wealth Dynamix

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

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Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science

29 May 2024

Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science

Wealth Dynamix, a leading provider of Client Lifecycle Management (CLM) solutions for wealth managers, today announced a strategic partnership with Oxford Risk, experts in behavioural finance and financial well-being.

3 min. read

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

Achieving profitability at scale: the potential for AI

17 April 2024

Achieving profitability at scale: the potential for AI

We delve into the use of AI technology in wealth management. Far from belonging to a far-distant future, it is here and growing more intelligent by the day.

5 min. read

Empowering client-facing relationship managers and advisors: Perspectives from Wealth Dynamix’s APAC head

2 April 2024

Empowering client-facing relationship managers and advisors: Perspectives from Wealth Dynamix’s APAC head

Hubbis recently hosted a digital dialogue focusing on the application of the latest digital solutions for the Relationship Managers and advisory in the world of Asian wealth management, as technology revolutionises the offerings and efficiencies across the broad wealth management community in the region.

5 min. read

Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

21 March 2024

Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions for private banks and wealth managers, announced Luna Investment Management as a new client as part of our partnership with Third Financial.

3 min. read

Navigating the challenges of scaling through technology

19 March 2024

Navigating the challenges of scaling through technology

Avoid buyer’s remorse with an upfront analysis of the challenges of modernising your technology stack for greater scalability. Join us as we unpack the issues and give you some pointers.

5 min. read

Scaling profitably – The wealth management technology blueprint

15 March 2024

Scaling profitably – The wealth management technology blueprint

Profitable, sustainable growth can transform your wealth management firm. With the aid of our consultants’ insights, discover how to achieve it through technology that provides the right fit for your needs.

5 min. read

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

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