Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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
1 April 2020
Apply the right technology, at the right time, and in the right place
How can wealth managers connect mission-critical systems and processes to support client acquisition and ever-more sophisticated servicing requirements?
4 min. read
2 March 2020
Wealth Dynamix Joins Forces with Recordsure to Transform Client Engagement at Scale
The combined platform from Wealth Dynamix and Recordsure will substantially increase the effectiveness and reduce the cost of managing client engagements across the entire client lifecycle.
3 min. read
5 February 2020
Video: How WealthTech is Supporting Wealth Management Trends
The second video in a new series where Antony Bream, MD - UK and Americas at Wealth Dynamix discusses how Wealth Dynamix is supporting current trends in the wealth management industry.
2 min. read
![Transforming the client-advisor experience as a whole [Report]](https://wealth-dynamix.com/wp-content/uploads/2019/04/transforming-the-client-advisor-experience-as-a-whole-705x470-550x320.jpg)
14 April 2019
Transforming the client-advisor experience as a whole [Report]
Read our insights in to how a focus on improving client engagement can really transform the client-advisor experience in wealth management.
3 min. read
19 April 2018
Wealth Dynamix appoints Chief Revenue Officer to spearhead international expansion
WDX has appointed Niklas Lindberg as Chief Revenue Officer, with immediate effect. Niklas has more than 20 years’ experience within the technology industry.
3 min. read
12 September 2017
Wealth Dynamix ranks No.18 in the 2017 Sunday Times Tech Track 100
We have been ranked No.18 in the 2017 Sunday Times Tech Track 100 which consists of the top 100 private technology, media and telecoms companies.
3 min. read
15 March 2017
Technology vs human: how far is too far?
The digitalisation of wealth management will continue and bring benefits to the sector. However when does technology then become too far?
9 min. read
20 February 2017
Wealth Dynamix announces new client wins and continued expansion
Wealth Dynamix launches in USA, Miami and welcomes 3 more of the UK’s largest Wealth Managers to the WDX ONE Client Management platform.
9 min. read