Wealth Dynamix
Explore our latest Client Lifecycle Management news, insights and thought leadership
17 April 2024
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
2 April 2024
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
21 March 2024
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
19 March 2024
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
15 March 2024
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
1 February 2024
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
17 January 2024
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
4 January 2024
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
3 January 2024
In an industry-first, we have partnered with REGDATA to create a fully tokenised Client Lifecycle Management solution in the Cloud. Find out what it means for the peace of mind of CEOs and CIOs everywhere.
5 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.