Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
20 April 2021
Recognise the correlation between technology, costs and revenues to increase profitability
As focus shifts from business continuity to revenue growth wealth managers cannot delay digitising business-critical functions.
4 min. read
2 December 2020
Three ways wealth managers can tackle their cost-to-income ratio conundrum
Hear from the experts on the top three ways successful firms are improving client experience and boosting revenue at a faster rate than their costs.
3 min. read
3 November 2020
Wealth Dynamix Completes Eighth Year of Growth and Continues Expansion Despite Global Pandemic Challenges
Wealth Dynamix has worked with new and existing clients to deliver the critical capabilities required to support remote working and business continuity.
3 min. read
13 October 2020
Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives
Wealth Dynamix and CH&Co. join forces to deliver enterprise-scale digital transformation projects that have CLM as a core requirement.
3 min. read
16 July 2020
COVID-19 renews impetus to fix legacy technology and get digital engagement right
What are the top 4 technological priorities wealth managers should focus on to accommodate our 'new normal' and get digital engagement right?
3 min. read
20 May 2020
The 360-degree client view: the whole is (much) greater than the sum of the parts
How can wealth managers achieve a 360-degree client view, one place to go to gain oversight of all interactions, activities and transactions relating to every client?
3 min. read
2 March 2020
Wealth Dynamix Joins Forces with Recordsure to Transform Client Engagement at Scale
The combined platform from Wealth Dynamix and Recordsure will substantially increase the effectiveness and reduce the cost of managing client engagements across the entire client lifecycle.
3 min. read