Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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24 February 2024
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
16 May 2023
Third Financial and Wealth Dynamix team up on client lifecycle integration
Investment platform Third Financial has launched a market-leading integration with Wealth Dynamix, as it continues its campaign against fragmented technology in the wealth management and advice sector.
3 min. read
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
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
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
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
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
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
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
