Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
![Traditional or digital wealth management? [Infographic]](https://wealth-dynamix.com/wp-content/uploads/2018/08/traditional-or-digital-wealth-management-infographic-705x470-550x320.jpg)
14 August 2018
Traditional or digital wealth management? [Infographic]
Traditional or digital wealth management? We take a deeper look at how wealth management technology is changing the way services are being delivered [Infographic]
1 min. read
![Technology to evidence client suitability in wealth management [Report]](https://wealth-dynamix.com/wp-content/uploads/2018/08/technology-to-evidence-client-suitability-in-wealth-management-report-705x470-1-550x320.jpg)
12 August 2018
Technology to evidence client suitability in wealth management [Report]
We explore how a wealth management CRM can help firms demonstrate to the regulator’s client suitability and the process of exercising duty of care towards clients.
1 min. read
![A deeper look at conduct risk management [Report]](https://wealth-dynamix.com/wp-content/uploads/2018/07/a-deeper-look-at-conduct-risk-management-report-705x470-1-550x320.jpg)
2 July 2018
A deeper look at conduct risk management [Report]
Conduct Risk in Wealth Management can be defined as the potential for an investment firm to cause detriment to their clients or to the industry as a whole.
1 min. read
25 June 2018
Wealth Dynamix named winner for ‘Outstanding Digital Solutions Provider’
Wealth Dynamix wins ‘Outstanding Digital Solutions Provider’ at the 2018 Private Banking & Wealth Management awards in London earlier this month.
3 min. read
19 April 2018
Wealth Dynamix appoints Chief Revenue Officer to spearhead international expansion
WDX has appointed Niklas Lindberg as Chief Revenue Officer, with immediate effect. Niklas has more than 20 years’ experience within the technology industry.
3 min. read
21 March 2018
Wealth Dynamix crowned 'Best Onboarding Solution' at Family Wealth Report Awards in NY
Wealth Dynamix was crowned ‘Best On-boarding solution’ at the 5th Family Wealth Report Awards 2018 held at the exclusive Mandarin Oriental, New York.
6 min. read
30 January 2018
How client referrals can power wealth manager growth
In a world of unprecedented disruption, the battle for the client has intensified. Read on how client referrals can power wealth manager growth.
9 min. read
5 January 2018
Wealth Dynamix recognised in two Gartner Banker’s guides on Wealth Management
We are recognised as a representative provider by Gartner for two of their Banker’s guides: Front-Office Systems and Mid- and Back-Office Systems.
3 min. read
31 October 2017
5 reasons wealth managers need to implement digital onboarding
We cover the top 5 reasons as to why companies should consider implementing a digital onboarding process and how it can benefit in the long run.
1 min. read
