Wealth Dynamix

Insights

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

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Three strategies to attract new clients in wealth management

13 July 2022

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

Making the business case for CLM implementation

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

Making time to deliver value-added client service in wealth management

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

How can you manage compliance more effectively in wealth management?

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

Fintech Innovation Network – spotlight on Wealth Dynamix

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

Be transparent to build trust

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

How can wealth managers leverage data to drive relevance?

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

Servitisation – backed by data-driven hyper-personalisation

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

Eliminate duplicate data, at all costs

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

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