Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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1 August 2024
Wealth Management in Indonesia: Evolving the platform and raising the client experience
Hubbis recently hosted the Wealth Management Forum in Indonesia focusing on the trends, opportunities, and challenges for the industry
5 min. read
23 July 2024
So many clients, too little time… How technology can help private banks refocus on their core business
Suffering from strategic drift? Better segmentation of your client base could provide the first step in reorientating the business for greater profitability and sustainability.
5 min. read
27 February 2024
How can wealth managers leverage data to drive relevance?
Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.
4 min. read
10 July 2023
Client Lifecycle Management (CLM) versus Client Relationship Management (CRM) – what’s the difference and why does it matter?
Wealth Dynamix explains why adopting a holistic approach to managing the entire client lifecycle, covering CRM, onboarding, prospecting, and ongoing management, is the ultimate solution for achieving efficiency and elevating the client experience. This approach is known as Client Lifecycle Management (CLM).
5 min. read
7 July 2023
The Wealth Mosaic WealthTech Middle East Landscape Report 2023
Addressing the difference between Client Lifecycle Management (CLM) and Client Relationship Management (CRM) and how it delivers efficiencies for both front and middle-office and improved client experiences.
3 min. read
29 June 2023
Why is 2023 an A-HA! moment for Asian private bankers and wealth managers?
Darell Miller, Managing Director - APAC at Wealth Dynamix, sheds light on the evolving landscape for relationship managers in Asia. He summarises the upcoming trends and themes in Asia's Wealth Management as A-HA: Advisory, Hybrid, Alternatives. He examines each in brief and how combining all three can deliver transformational opportunities.
5 min. read
20 June 2023
How digital transformation enables firms to scale AUM without scaling costs
Scaling in wealth management: Why it’s important, and how digital technology can help firms achieve it.
5 min. read
13 June 2023
Scaling without pain – Can you have your cake and eat it too?
At the recent Wealth Mosaic APAC WealthTech event in Singapore, Darell Miller shared his view on the evolving landscape and why breaking the link between growing revenue and costs is crucial if firms in the Wealth Management and Private Banking industry wish to scale profitability.
3 min. read
8 June 2023
Hyper-personalise communications to nurture deeper, more satisfying client relationships
Wealth managers must master hyper-personalisation in order to retain revenues during the great wealth transfer.
3 min. read