Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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
28 April 2020
Webinar: A compliant 360-degree view of your client
Register to discover how savvy wealth managers are transforming the compliance and lockdown disruption into an opportunity to strengthen client relationships and add value to their business.
1 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
