Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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13 September 2023
Three strategies to attract new clients in wealth management
What’s driving people away from traditional wealth managers towards digital-first firms? Industry experts offer their strategic solutions.
10 min. read
29 November 2021
Making the business case for CLM implementation
How do wealth managers demonstrate the return on investment (ROI) of new client lifecycle management and CRM solutions?
3 min. read
19 August 2021
Making time to deliver value-added client service in wealth management
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
How can you manage compliance more effectively in wealth management?
Wealth management advisors are investment management experts, not compliance administrators – and it needs to remain that way.
3 min. read
28 July 2021
Fintech Innovation Network – spotlight on Wealth Dynamix
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
Be transparent to build trust
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
13 July 2021
How can wealth managers leverage data to drive relevance?
Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.
4 min. read
2 July 2021
Servitisation – backed by data-driven hyper-personalisation
Data-driven hyper-personalisation must be used intelligently, to avoid inaccurate assumptions and boost relevance.
7 min. read
30 June 2021
Eliminate duplicate data, at all costs
When data capture goes wrong, what is the impact on client experience, quality of service and operational efficiency?
6 min. read
