Wealth Dynamix
Explore our latest Client Lifecycle Management news, insights and thought leadership
11 August 2021
Wealth management advisors are investment management experts, not compliance administrators – and it needs to remain that way.
3 min. read
28 December 2018
Firms managing client money must consider the ramifications of GDPR and the role of a wealth management CRM can play for how client data is managed.
1 min. read
18 April 2018
Part two report on the experts view on GDPR & the scope of this far-reaching regulation and the best ways of instilling this in house.
9 min. read
17 April 2018
Part one report on the experts view on GDPR & the scope of this far-reaching regulation and the best ways of instilling this in house.
9 min. read
4 July 2017
Change is normal in financial services today. As the pressure to invest in new technologies intensifies, how does collectivity help in a changing world?
9 min. read
4 May 2017
Most would think that GDPR is purely an European issue however, this is a misconstrued concept. GDPR will affect all businesses globally that hold personal data.
1 min. read
30 March 2017
Regtech is a now becoming an increasingly familiar concept within Financial Services, but like an ink blot, it is open to many differing interpretations.
9 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.