Insights

13 October 2020

Webinar: 3 reasons wealth managers fail to get onboarding projects right

Join our latest webinar to explore the industry advances and expertise that could well unlock the onboarding maze and make your implementation a success.

1 min. read

23 June 2020

Webinar: 3 common misconceptions about digital signatures in wealth management

The benefits of digital signatures are many, however they are not always obvious or fully-understood. Join our webinar to learn the facts and discover whether digital signatures would work for you.

1 min. read

22 June 2020

Webinar: 4 Failsafe Ways To Preserve Client Service When Remote Working

Join our webinar to learn 4 practical tips for working remotely and how to leverage technology to preserve client servicing quality.

1 min. read

19 June 2020

When is a CRM not a CLM? When it’s a core banking system.

The sooner you begin converting data into actionable insights, and presenting it to relationship managers on a single dashboard, the sooner you will have a business that relationship managers are proud to work for, clients are happy to remain with, and competitors want to emulate.

1 June 2020

E-book: 4 Failsafe Ways To Preserve Client Service When Remote Working

Discover how whilst working remotely, wealth managers can leverage technology to preserve client servicing quality and operational efficiency throughout the client lifecycle.

1 min. read

27 May 2020

The Future of Your Business Lies in Your Relationship Managers’ Hands

The sooner wealth management executives come to realise that the saviour amid all of this uncertainty is the technology-enabled relationship manager, the better for everyone.

3 min. read

14 May 2020

3 Ways to Stabilise your Wealth Management Business by Delving into Data

3 ways wealth management firms can leverage data more effectively and prepare for the vastly different post-COVID world that lies ahead.

3 min. read

29 April 2020

Managing Portfolios in a Pandemic: Why Intelligent Automation Matters Most

COVID-19 has confirmed that it is the combination of process automation and intelligent automation that enables wealth managers to optimise client service.

3 min. read

18 November 2019

Transforming Client Lifecycle Management with AI-driven WealthTech

Wealth Dynamix discusses how AI-driven technology is being used throughout client lifecycle management around better insights into client data.

3 min. read