Wealth Dynamix

Insights

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

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Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

3 November 2022

Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

We are delighted to introduce two new faces here at Wealth Dynamix - Darell Miller as Managing Director APAC, and Urs Christian Eugster-Schnell as Commercial Director Europe (DACH).

3 min. read

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

27 October 2022

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

Wealth Dynamix, specialists in Client Relationship Management (CRM) and Client Lifecycle Management (CLM) for the wealth and private banking industry, has been awarded BS EN ISO/IEC 27001:2017 certification.

3 min. read

10 years in the making  – Introducing our latest e-book, 10 Reasons to Choose Wealth Dynamix

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

Outsourcing And Other Wealth Firms’ Challenges: The View From Two Players

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

How to maximise the next-gen opportunity in Asia?

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

Wealth Dynamix CEO & Co-Founder Beats the Global Drum for State-of-the-Art CLM

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

Expert Insights: Building a Business Case The key to Unlocking Value

23 September 2022

Expert Insights: Building a Business Case The key to Unlocking Value

What are the common blockers, what challenges are unique to the Client Lifecycle Management business case, and how can you arrive at metrics you're confident in? Here we share the insights gained through a thought-provoking webinar.

3 min. read

Why digital transformation is key to attracting the next generation of Asian wealth clients

8 September 2022

Why digital transformation is key to attracting the next generation of Asian wealth clients

Asia is poised for a huge transfer of wealth by 2030 as high net worth families start succession planning. Wealth managers need to ensure their digitisation efforts are slick enough to win over this next generation of investors.

3 min. read

Essential Insights for Building a Better Business Case for a WealthTech CLM

28 July 2022

Essential Insights for Building a Better Business Case for a WealthTech CLM

When implementing a WealthTech CRM solution, Wealth managers need a fit-for-purpose, best-in-class business case blueprint which can help them navigate the process rapidly.

5 min. read

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