Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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3 May 2023
Winning the Talent War – Attracting Advisors
Experienced relationship managers and financial advisors are in decline, whilst the global population of HNWIs is increasing. We look at how firms can successfully compete for talent and prosper.
5 min. read
12 April 2023
Use it or Lose it – Can you Afford to Ignore the Rise of Hybrid Servicing?
We firmly believe that the growth of wealth management firms relies on being able to attract and retain clients – especially those in the next generation(s). Only by offering digitalised services will they be able to survive and thrive.
3 min. read
5 April 2023
The Fundamentals of Hybrid Servicing and its Role in Managing the Next Generation of Investor
Catering for the needs and preferences of the next generation who are seeking ready access to advice and their portfolio via a seamless experience will necessitate the support of technology.
3 min. read
27 March 2023
Dispelling the Myths Surrounding Hybrid Servicing in Wealth Management
Traditional Wealth Management firms and Private Banks may think that human service will confer a point of difference in time. However, they could be standing on a burning bridge. There are some very compelling reasons for adopting AI technology and automation within your service model, and in time, protecting profitability will likely force action.
3 min. read
15 March 2023
Is Hybrid Servicing the next big thing in WealthTech?
A Hybrid Servicing model is central to the future of wealth management. Its growing popularity has been driven by a more digitally adept population, and a younger demographic of HNW and UHNW investors impacting the current benchmarks for client servicing and accessibility to financial data.
3 min. read
10 October 2022
10 years in the making – Introducing our latest e-book, 10 Reasons to Choose Wealth Dynamix
Discover the ten-fold benefits of an end-to-end CLM solution built by wealth management experts with our latest e-book.
3 min. read
29 September 2022
Outsourcing And Other Wealth Firms' Challenges: The View From Two Players
Tom Burroughes, Group Editor for WealthBriefing recently interviewed Gary Linieres, our CEO & Co-founder about his views on outsourcing, the current requirements of firms and the benefits of change.
3 min. read
27 September 2022
How to maximise the next-gen opportunity in Asia?
The experts' take on the challenges and opportunities presented by APAC's wealth transfer.
3 min. read
26 September 2022
Wealth Dynamix CEO & Co-Founder Beats the Global Drum for State-of-the-Art CLM
Hubbis met recently with Gary Linieres, our CEO & Co-founder, to learn more about his plans for the future, specifically in the core Hubbis markets in Asia, where Wealth Dynamix has been winning more traction with our new CLMi SaaS solution.
3 min. read
