Wealth Dynamix

Insights

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

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

How digitisation can help Asian wealth managers be more efficient in today’s competitive landscape

25 July 2022

How digitisation can help Asian wealth managers be more efficient in today’s competitive landscape

With competition increasing and margins being squeezed, wealth managers must find new ways to drive efficiency gains and cost reductions without compromising on client service. Could digitalising the client lifecycle hold the key to the future?

3 min. read

Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix

11 July 2022

Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix

Wealth Dynamix today announces Banco Sabadell, Miami Branch and Wealth Dynamix, have extended their working partnership for a further five years, heralding a decade-long commitment to the delivery of end-to-end client lifecycle management for HNW and UHNW individuals.

3 min. read

Building an Effective Business Case for WealthTech CLM

29 June 2022

Building an Effective Business Case for WealthTech CLM

Writing a business case for improved efficiency, profitability, and growth? Discover key insights from the Altfi webinar on 'Building an Effective Business Case for WealthTech CLM'.

5 min. read

Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers

23 June 2022

Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers

Using a handful of typical use case throughout the client lifecycle, the benefit calculator gamifies business case generation by allowing firms to generate the likely benefits of to a digital-first CLM platform - all reflected in terms of revenue in, or costs out of the firm.

3 min. read

WealthTech Matters – The Adviser: How to innovate and adapt in a time of rapid change

16 June 2022

WealthTech Matters – The Adviser: How to innovate and adapt in a time of rapid change

The recent WealthTech Matters event at The Aon Centre in London’s iconic Leadenhall Building couldn’t be more relevant for firms seeking to improve their processes, client experience and profitability through technology.

5 min. read

Risk Management in the Client Digital Lifecycle Experience: Helping to Make Sanctions Work

13 June 2022

Risk Management in the Client Digital Lifecycle Experience: Helping to Make Sanctions Work

The intent within the sanctions program has introduced for the first time the type of targeting of individuals and entities that draws on big data, relational science, and artificial intelligence.

5 min. read

Wealth Dynamix now powers four of the best wealth managers for ultra-high net worth individuals in the world

7 June 2022

Wealth Dynamix now powers four of the best wealth managers for ultra-high net worth individuals in the world

Wealth Dynamix today announces that they are currently providing fully digitalised Client Lifecyle Management (CLM) solutions for the four companies with the top performing wealth managers in the world.

3 min. read

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