Wealth Dynamix

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

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The compliance advantages of hybrid servicing

23 March 2023

The compliance advantages of hybrid servicing

There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.

3 min. read

Wealth Dynamix appoints new Chief Strategy Officer

3 March 2023

Wealth Dynamix appoints new Chief Strategy Officer

Robert Roome has 20 years of experience in the Wealth Management (WM) and Private Banking Industries, within technology, wealth management and management consulting firms.

3 min. read

Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

3 November 2022

Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

We are delighted to introduce two new faces here at Wealth Dynamix - Darell Miller as Managing Director APAC, and Urs Christian Eugster-Schnell as Commercial Director Europe (DACH).

3 min. read

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

27 October 2022

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

Wealth Dynamix, specialists in Client Relationship Management (CRM) and Client Lifecycle Management (CLM) for the wealth and private banking industry, has been awarded BS EN ISO/IEC 27001:2017 certification.

3 min. read

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

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

Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives

13 October 2020

Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives

Wealth Dynamix and CH&Co. join forces to deliver enterprise-scale digital transformation projects that have CLM as a core requirement.

3 min. read

The 360-degree client view: the whole is (much) greater than the sum of the parts

20 May 2020

The 360-degree client view: the whole is (much) greater than the sum of the parts

How can wealth managers achieve a 360-degree client view, one place to go to gain oversight of all interactions, activities and transactions relating to every client?

3 min. read

Webinar: A compliant 360-degree view of your client

28 April 2020

Webinar: A compliant 360-degree view of your client

Register to discover how savvy wealth managers are transforming the compliance and lockdown disruption into an opportunity to strengthen client relationships and add value to their business.

1 min. read

Webinar: Transforming first interactions into trusted client relationships

2 April 2020

Webinar: Transforming first interactions into trusted client relationships

Register now to discover how innovative wealth managers are leveraging technology to transform first interactions into trusted client relationships.

1 min. read

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NEW - eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.  

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