Wealth Dynamix

Insights

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

Webinar: Reshaping the onboarding experience in wealth management

14 June 2022

Webinar: Reshaping the onboarding experience in wealth management

Whether you are considering your options or already underway with your own digital transformation of the onboarding process – check out the video to see if you’re on track for success.

1 min. read

Risk management in the client digital lifecycle experience: helping to make sanctions work

13 June 2022

Risk management in the client digital lifecycle experience: helping to make sanctions work

The intent within the sanctions program has introduced for the first time the type of targeting of individuals and entities that draws on big data, relational science, and artificial intelligence.

5 min. read

Wealth Dynamix now powers four of the best wealth managers for ultra-high net worth individuals in the world

7 June 2022

Wealth Dynamix now powers four of the best wealth managers for ultra-high net worth individuals in the world

Wealth Dynamix today announces that they are currently providing fully digitalised Client Lifecyle Management (CLM) solutions for the four companies with the top performing wealth managers in the world.

3 min. read

Wealth Dynamix are double winners at the 10th Annual WealthBriefing Asia Awards for the third time

2 June 2022

Wealth Dynamix are double winners at the 10th Annual WealthBriefing Asia Awards for the third time

We are delighted to announce that Wealth Dynamix has been awarded ‘Best CLM (Customer Lifecycle Management) Solution’ and ‘Best Digital Offering’ at the WealthBriefing Asia awards.

2 min. read

Wealth Dynamix partners with Unblu putting clients at the centre of digital strategy

26 May 2022

Wealth Dynamix partners with Unblu putting clients at the centre of digital strategy

We have partnered with Unblu to integrate our secured conversational multi-channel platform to our Client Lifecycle Management solutions offering new ways of engaging with HNW end-clients.

3 min. read

The External Asset Manager: is your CLM ready for that sales channel?

23 May 2022

The External Asset Manager: is your CLM ready for that sales channel?

Across Europe, the rise of the External Asset Manager is a trend that couples huge potential gains with added complexity for banks’ and wealth management firms’ Client Lifecycle Management (CLM).

3 min. read

Life insurance – a vital yet changing product in the Wealth Manager’s toolkit

18 May 2022

Life insurance – a vital yet changing product in the Wealth Manager’s toolkit

Wealth Managers operating within Europe, particularly in France, Monaco and Benelux, consider life insurance a vital tool for their wealth planning offering, utilising it as a wrapper to structure and protect their clients' wealth.

3 min. read

Whitepaper: Defining Onboarding

18 May 2022

Whitepaper: Defining Onboarding

You never get a second chance to make a first impression. Discover our latest Whitepaper to unpack the onboarding challenges and find out how technology can deliver an improved experience for all involved.

3 min. read

Client onboarding: the way it should be

17 May 2022

Client onboarding: the way it should be

Does your technology stack meet the needs of today’s demanding wealth management client? We outline what the client onboarding journey should look like – and how can technology help.

3 min. read

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