Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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18 September 2023
Scaling Profitably in Asian Wealth Management: Challenges, Strategies and Solutions
At the recent WealthTech Live event by The Wealth Mosaic in Singapore, Darell Miller, Managing Director – APAC, at Wealth Dynamix, talked about the need to scale profitably without costs becoming unmanageable.
5 min. read
29 August 2023
The Fundamentals of Hybrid Servicing and its Role in Managing the Next Generation of Investor
Catering for the needs and preferences of the next generation who are seeking ready access to advice and their portfolio via a seamless experience will necessitate the support of technology.
3 min. read
18 August 2023
Evidencing Consumer Duty and the Importance of Data
Following an industry-wide countdown, the Consumer Duty is here, and it’s here to stay. A key element of the duty is data and gathering, monitoring, and acting on this source consistently across the client lifecycle has never been so crucial. So, where should wealth management firms start?
5 min. read
9 August 2023
Artificial Intelligence and Machine Learning: How to Scale Your Profitability Without Scaling Costs?
In the recent Hubbis digital dialogue, we discussed the rising role of Artificial Intelligence (AI) and Machine Learning (ML) in generating refined data that drive personalisation and client trust to boost revenues and scalability in the wealth management industry.
3 min. read
24 July 2023
The Evolving Landscape for Wealth Managers in Asia
The Wealth Mosaic interviewed Darell Miller, Managing Director APAC, who talks about technology and its use in the Asia Pacific region. He analyses growing trends in APAC and provides insights into how technology can meet the new core requirements of wealth managers and their clients.
5 min. read
24 July 2023
How to Use Data to Drive Business Efficiency and Boost Revenue of Your Wealth Management Firm
Unlock the full potential of your data to significantly enhance the efficiency of your wealth management firm.
5 min. read
20 July 2023
The Myths and Fears Surrounding Hybrid Client Servicing Models in Wealth Management
Traditional wealth management firms and private banks may think that human service will confer a point of difference in time. However, they could be standing on a burning bridge. There are some very compelling reasons for adopting AI technology and automation within your service model, and in time, protecting profitability will likely force action.
3 min. read
10 July 2023
Client Lifecycle Management (CLM) versus Client Relationship Management (CRM) – what’s the difference and why does it matter?
Wealth Dynamix explains why adopting a holistic approach to managing the entire client lifecycle, covering CRM, onboarding, prospecting, and ongoing management, is the ultimate solution for achieving efficiency and elevating the client experience. This approach is known as Client Lifecycle Management (CLM).
5 min. read
9 July 2023
Use it or Lose it – Can you Afford to Ignore the Rise of Hybrid Servicing?
The growth of wealth management firms relies on being able to attract and retain clients – especially the NextGen. Only by offering digitalised services will they be able to survive and thrive.
3 min. read
