Wealth Dynamix

Insights

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

Browse by type

How can you manage compliance more effectively in wealth management?

11 August 2021

How can you manage compliance more effectively in wealth management?

Wealth management advisors are investment management experts, not compliance administrators – and it needs to remain that way.

3 min. read

Stay on top of regulatory change – ARE YOU GDPR READY? [Report]

28 December 2018

Stay on top of regulatory change – ARE YOU GDPR READY? [Report]

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

Evolution or revolution? The experts’ view on GDPR (part 2)

18 April 2018

Evolution or revolution? The experts’ view on GDPR (part 2)

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

Evolution or revolution? The experts’ view on GDPR (part 1)

17 April 2018

Evolution or revolution? The experts’ view on GDPR (part 1)

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

Collectivity is Key to Success in a Changing World

4 July 2017

Collectivity is Key to Success in a Changing World

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

Everything wealth managers need to know about GDPR

4 May 2017

Everything wealth managers need to know about GDPR

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

RegTech: Disrupting client engagement

30 March 2017

RegTech: Disrupting client engagement

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

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding