Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
17 October 2023
Five key client onboarding challenges that your wealth firm must address
Why do so many wealth management firms fail to optimise their client onboarding journey? Here we outline the five most common pitfalls associated with onboarding.
3 min. read
25 July 2022
How digitisation can help Asian wealth managers be more efficient in today’s competitive landscape
With competition increasing and margins being squeezed, wealth managers must find new ways to drive efficiency gains and cost reductions without compromising on client service. Could digitalising the client lifecycle hold the key to the future?
3 min. read
13 July 2022
Three strategies to attract new clients in wealth management
What’s driving people away from traditional wealth managers towards digital-first firms? Industry experts offer their strategic solutions.
10 min. read
11 July 2022
Banco Sabadell, Miami branch extends partnership with Wealth Dynamix
Wealth Dynamix today announces Banco Sabadell, Miami Branch and Wealth Dynamix, have extended their working partnership for a further five years, heralding a decade-long commitment to the delivery of end-to-end client lifecycle management for HNW and UHNW individuals.
3 min. read
29 June 2022
Building an effective business case for WealthTech CLM
Writing a business case for improved efficiency, profitability, and growth? Discover key insights from the Altfi webinar on 'Building an Effective Business Case for WealthTech CLM'.
5 min. read
25 June 2022
Webinar: Building an Effective Business Case for WealthTech CLM
A transformation tsunami is taking place within the wealth management sector in order to provide a far superior experience for their clients, while benefitting from a dramatic increase in efficiency across the lifecycle of a customer.
1 min. read
23 June 2022
Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers
Using a handful of typical use case throughout the client lifecycle, the benefit calculator gamifies business case generation by allowing firms to generate the likely benefits of to a digital-first CLM platform - all reflected in terms of revenue in, or costs out of the firm.
3 min. read
22 June 2022
eBook: Building an Effective Business Case for WealthTech CLM – 6 Steps to Success
With over a decade of experience supporting Private Banks for Wealth Management firms develop their business case for WealthTech transformation we’ve discovered that there are many unique undertakings associated with building an effective business case across the client lifecycle.
3 min. read
16 June 2022
WealthTech Matters – The Adviser: How to innovate and adapt in a time of rapid change
The recent WealthTech Matters event at The Aon Centre in London’s iconic Leadenhall Building couldn’t be more relevant for firms seeking to improve their processes, client experience and profitability through technology.
5 min. read