Wealth Dynamix

Insights

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

The evolving landscape for wealth managers in Asia

24 July 2023

The evolving landscape for wealth managers in Asia

The Wealth Mosaic interviewed Darell Miller, Managing Director APAC, who talks about technology and its use in the Asia Pacific region. He analyses growing trends in APAC and provides insights into how technology can meet the new core requirements of wealth managers and their clients.

5 min. read

How to use data to drive business efficiency and boost revenue of your wealth management firm

24 July 2023

How to use data to drive business efficiency and boost revenue of your wealth management firm

Unlock the full potential of your data to significantly enhance the efficiency of your wealth management firm.

5 min. read

The myths and fears surrounding hybrid client servicing models in wealth management

20 July 2023

The myths and fears surrounding hybrid client servicing models 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

Use it or lose it – Can you afford to ignore the rise of hybrid servicing?

9 July 2023

Use it or lose it – Can you afford to ignore the rise of hybrid servicing?

The growth of wealth management firms relies on being able to attract and retain clients – especially the NextGen. Only by offering digitalised services will they be able to survive and thrive.

3 min. read

Third Financial and Wealth Dynamix team up on client lifecycle integration

16 May 2023

Third Financial and Wealth Dynamix team up on client lifecycle integration

Investment platform Third Financial has launched a market-leading integration with Wealth Dynamix, as it continues its campaign against fragmented technology in the wealth management and advice sector.

3 min. read

Winning the talent war – Attracting advisors

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

The compliance advantages of hybrid servicing

23 March 2023

The compliance advantages of hybrid servicing

There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.

3 min. read

Is hybrid servicing the next big thing in WealthTech?

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

Wealth Dynamix appoints new Chief Strategy Officer

3 March 2023

Wealth Dynamix appoints new Chief Strategy Officer

Robert Roome has 20 years of experience in the Wealth Management (WM) and Private Banking Industries, within technology, wealth management and management consulting firms.

3 min. read

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