Wealth Dynamix

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Stay on top of regulatory change – ARE YOU GDPR READY? [Report]

28 December 2018

Stay on top of regulatory change – ARE YOU GDPR READY? [Report]

Firms managing client money must consider the ramifications of GDPR and the role of a wealth management CRM can play for how client data is managed.

1 min. read

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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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