Wealth Dynamix

Insights

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

eBook : Comment le Service Hybride peut Transformer votre Société de Gestion de Patrimoine

6 April 2023

eBook : Comment le Service Hybride peut Transformer votre Société de Gestion de Patrimoine

Adopter de nouvelles technologies pour fournir des services hybrides et créer une proposition de service hautement différenciée et rentable pour les clients existants et futurs pourrait être la clé pour renforcer votre société de gestion de patrimoine et s'engager avec la prochaine génération d'investisseurs.

3 min. read

TWM WealthTech 2023 Report

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

eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

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

Ebook: The 7 Deadly Myths of Client Lifecycle Management

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

TWM Swiss WealthTech Landscape Report 2022

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

eBook: 10 Reasons to Choose Wealth Dynamix

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

Whitepaper: Seizing the Opportunities for NextGen Wealth Management in Asia

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

eBook: Building an Effective Business Case – 7 Pitfalls to Avoid

22 August 2022

eBook: Building an Effective Business Case – 7 Pitfalls to Avoid

In this eBook we lay out 7 pitfalls that we hope can support you in making the best possible business decisions. These are lessons learned from our decades of collective experience in delivering transformational CLM solutions to many of the leading names in Wealth Management, Private Banking and Asset Management.

3 min. read

Whitepaper: Enhancing the Efficiency of the Relationship Manager in Asia’s Wealth Management Markets

21 August 2022

Whitepaper: Enhancing the Efficiency of the Relationship Manager in Asia’s Wealth Management Markets

The premise for our Digital Dialogue discussion with Hubbis in July was that Relationship Managers will continue to be central to the delivery of productive client relationships in the Asian wealth management industry, particularly for the healthy HNW and UHNW segments.

3 min. read

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