Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
21 June 2018
Wealth Dynamix ranks 5th fastest growing fintech firm in Europe by the Financial Times FT1000
Wealth Dynamix announces its ranking in the recent Financial Times FT 1000. The firm was named the 5th fastest growing Fintech Company.
3 min. read
5 June 2018
What's the future for automated advice in wealth management?
The future for automated advice in wealth management. Robo advice may have graced the media for some time, but it accounts for less than 1%.
6 min. read
30 April 2018
Wealth Dynamix crowned 'Best CRM System' at the Wealthbriefing European Awards
Wealth Dynamix, leading Client Lifecycle Management solution providers, was awarded ‘Best CRM System’ last night at the WealthBriefing European Awards 2018.
3 min. read
19 April 2018
Wealth Dynamix appoints Chief Revenue Officer to spearhead international expansion
WDX has appointed Niklas Lindberg as Chief Revenue Officer, with immediate effect. Niklas has more than 20 years’ experience within the technology industry.
3 min. read
18 April 2018
Evolution or revolution? The experts’ view on GDPR (part 2)
Part two report on the experts view on GDPR & the scope of this far-reaching regulation and the best ways of instilling this in house.
9 min. read
17 April 2018
Evolution or revolution? The experts’ view on GDPR (part 1)
Part one report on the experts view on GDPR & the scope of this far-reaching regulation and the best ways of instilling this in house.
9 min. read
21 March 2018
Wealth Dynamix crowned 'Best Onboarding Solution' at Family Wealth Report Awards in NY
Wealth Dynamix was crowned ‘Best On-boarding solution’ at the 5th Family Wealth Report Awards 2018 held at the exclusive Mandarin Oriental, New York.
6 min. read
9 February 2018
Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards
Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards. The awards dinner was held at Geneva.
3 min. read
30 January 2018
How client referrals can power wealth manager growth
In a world of unprecedented disruption, the battle for the client has intensified. Read on how client referrals can power wealth manager growth.
9 min. read
