Wealth Dynamix
Explore our latest Client Lifecycle Management news, insights and thought leadership
19 August 2021
To increase the value of your client service, relationship managers need more time and actionable insights to foster trusted client relationships.
3 min. read
11 August 2021
Wealth management advisors are investment management experts, not compliance administrators – and it needs to remain that way.
3 min. read
28 July 2021
Watch FIN's interview with our Product Strategy Director Dominic Snell discussing digitisation of client lifecycle management in wealth management.
1 min. read
22 July 2021
Trust and service are the lifeblood of every client-advisor relationship. When trust is lost, clients walk and referrals drop. But how is trust built?
3 min. read
30 June 2021
When data capture goes wrong, what is the impact on client experience, quality of service and operational efficiency?
6 min. read
23 June 2021
Learn how wealth managers can leverage intelligent technology to build stronger relationships with clients and boost loyalty.
1 min. read
22 June 2021
While technology has given rise to a tapestry of data, lack of cohesion has left many advisors grappling to make sense of the insights at their fingertips.
5 min. read
10 June 2021
Understand the opportunities, ambitions and challenges of life in the front office through the perspective of the relationship manager
5 min. read
1 June 2021
Take a look under the bonnet to understand what wealth managers really think of life in the front office.
1 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.