Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
Browse by type
27 March 2023
Dispelling the Myths Surrounding Hybrid Servicing 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
15 March 2023
Is Hybrid Servicing the next big thing in WealthTech?
A Hybrid Servicing model is central to the future of wealth management. Its growing popularity has been driven by a more digitally adept population, and a younger demographic of HNW and UHNW investors impacting the current benchmarks for client servicing and accessibility to financial data.
3 min. read
8 February 2023
TWM WealthTech 2023 Report
In The Wealth Mosaic Annual WealthTech Report 2023, Benjamin Labrousse, Manager, Pre-Sales - EMEA at Wealth Dynamix explains why a hybrid servicing model is the new standard wealth management firms should be aiming for.
3 min. read
24 January 2023
eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm
Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm and engaging with the next generation of investors.
3 min. read
10 January 2023
Ebook: The 7 Deadly Myths of Client Lifecycle Management
At Wealth Dynamix, we’re busting the myths surrounding modern-day Client Lifecycle Management to help guide the way.
1 min. read
22 November 2022
TWM Swiss WealthTech Landscape Report 2022
Is your firm well equipped to adapt to the growing trend of External Asset Managers? Across Europe, the rise of the EAM is a trend that couples huge potential gains but adds complexity for banks and wealth management firms. Without a CLM you could be missing out on a bridge to increased revenues and reduced costs.
3 min. read
10 October 2022
eBook: 10 Reasons to Choose Wealth Dynamix
As we celebrate 10 years supporting wealth and asset management firms, we lay out how you can win with Wealth Dynamix starting with these 10 reasons.
3 min. read
10 October 2022
10 years in the making – Introducing our latest e-book, 10 Reasons to Choose Wealth Dynamix
Discover the ten-fold benefits of an end-to-end CLM solution built by wealth management experts with our latest e-book.
3 min. read
3 October 2022
Whitepaper: Seizing the Opportunities for NextGen Wealth Management in Asia
Hubbis hand-picked a panel of wealth management experts to join Gabriel Chan, Head of APAC at Wealth Dynamix to focus their attention on the needs and expectations of the next generations of Asia’s private clients.
3 min. read