Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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
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
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
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
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
26 January 2023
Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks
Today, Indosuez Wealth Management acquired 70% of Wealth Dynamics Ltd, a fintech founded in 2012 that provides Client Lifecycle Management solutions to private banks, and wealth management and asset management firms worldwide.
3 min. read
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
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 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
