Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
22 June 2021
The untapped majority: making sense of data
While technology has given rise to a tapestry of data, lack of cohesion has left many advisors grappling to make sense of the insights at their fingertips.
5 min. read
10 June 2021
People power: wealth management’s most valuable commodity, and how technology is holding it back
Understand the opportunities, ambitions and challenges of life in the front office through the perspective of the relationship manager
5 min. read
12 May 2021
The robots might be coming… but they’d better be ready for a fight
Technology and robo-advisors beware - word on the ground in wealth management is that the human touch has plenty of mileage in it yet.
3 min. read
10 May 2021
New Research Lifts the Lid on Front Office Life in Wealth Management, in the Relationship Managers Own Words
Relationship managers shared their views on their roles and the barriers that stand in the way of delivering the best client service.
3 min. read
4 May 2021
Wealth Dynamix Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency
Wealth Dynamix ranked as one of the world’s leading 100 WealthTech companies for the third consecutive year.
3 min. read
30 April 2021
Webinar: Under the Bonnet – what wealth managers really think of life in the front office
Join us as we discuss the findings of our latest research report on the state of wealth management through the relationship manager’s eyes.
2 min. read
26 April 2021
How has the pandemic changed the way wealth managers are interacting with clients?
Antony Bream, MD of UK & Americas explains how the pandemic has given both advisors and clients more time, and what this means for engagement.
3 min. read
22 April 2021
My Prognosis for Remote Working in Wealth Management
Marketing Director Lucy Heavens reflects on how wealth managers have adapted to remote working, the challenges still to come and the long term legacy.
4 min. read
20 April 2021
Recognise the correlation between technology, costs and revenues to increase profitability
As focus shifts from business continuity to revenue growth wealth managers cannot delay digitising business-critical functions.
4 min. read
