Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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13 July 2022
Three strategies to attract new clients in wealth management
What’s driving people away from traditional wealth managers towards digital-first firms? Industry experts offer their strategic solutions.
10 min. read
7 October 2021
Money can’t buy happiness… But ESG can
How can wealth managers boost client and employee happiness using ESG? And how can they enjoy this $171 trillion market without greenwashing?
8 min. read
26 August 2021
The link between compassion and technology for wealth managers
From client sentiment to communication, we look at the business relevance of compassion in wealth management and the role of technology as an enabler.
3 min. read
19 August 2021
Making time to deliver value-added client service in wealth management
To increase the value of your client service, relationship managers need more time and actionable insights to foster trusted client relationships.
3 min. read
11 August 2021
How can you manage compliance more effectively in wealth management?
Wealth management advisors are investment management experts, not compliance administrators – and it needs to remain that way.
3 min. read
28 July 2021
Fintech Innovation Network – spotlight on Wealth Dynamix
Watch FIN's interview with our Product Strategy Director Dominic Snell discussing digitisation of client lifecycle management in wealth management.
1 min. read
22 July 2021
Be transparent to build trust
Trust and service are the lifeblood of every client-advisor relationship. When trust is lost, clients walk and referrals drop. But how is trust built?
3 min. read
13 July 2021
How can wealth managers leverage data to drive relevance?
Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.
4 min. read
2 July 2021
Servitisation – backed by data-driven hyper-personalisation
Data-driven hyper-personalisation must be used intelligently, to avoid inaccurate assumptions and boost relevance.
7 min. read