Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
25 July 2022
How digitisation can help Asian wealth managers be more efficient in today’s competitive landscape
With competition increasing and margins being squeezed, wealth managers must find new ways to drive efficiency gains and cost reductions without compromising on client service. Could digitalising the client lifecycle hold the key to the future?
3 min. read
11 July 2022
Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix
Wealth Dynamix today announces Banco Sabadell, Miami Branch and Wealth Dynamix, have extended their working partnership for a further five years, heralding a decade-long commitment to the delivery of end-to-end client lifecycle management for HNW and UHNW individuals.
3 min. read
29 June 2022
Building an Effective Business Case for WealthTech CLM
Writing a business case for improved efficiency, profitability, and growth? Discover key insights from the Altfi webinar on 'Building an Effective Business Case for WealthTech CLM'.
5 min. read
23 June 2022
Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers
Using a handful of typical use case throughout the client lifecycle, the benefit calculator gamifies business case generation by allowing firms to generate the likely benefits of to a digital-first CLM platform - all reflected in terms of revenue in, or costs out of the firm.
3 min. read
16 June 2022
WealthTech Matters – The Adviser: How to innovate and adapt in a time of rapid change
The recent WealthTech Matters event at The Aon Centre in London’s iconic Leadenhall Building couldn’t be more relevant for firms seeking to improve their processes, client experience and profitability through technology.
5 min. read
13 June 2022
Risk Management in the Client Digital Lifecycle Experience: Helping to Make Sanctions Work
The intent within the sanctions program has introduced for the first time the type of targeting of individuals and entities that draws on big data, relational science, and artificial intelligence.
5 min. read
7 June 2022
Wealth Dynamix now powers four of the best wealth managers for ultra-high net worth individuals in the world
Wealth Dynamix today announces that they are currently providing fully digitalised Client Lifecyle Management (CLM) solutions for the four companies with the top performing wealth managers in the world.
3 min. read
26 May 2022
Wealth Dynamix partners with Unblu putting clients at the centre of digital strategy
We have partnered with Unblu to integrate our secured conversational multi-channel platform to our Client Lifecycle Management solutions offering new ways of engaging with HNW end-clients.
3 min. read
23 May 2022
The External Asset Manager: is your CLM ready for that sales channel?
Across Europe, the rise of the External Asset Manager is a trend that couples huge potential gains with added complexity for banks’ and wealth management firms’ Client Lifecycle Management (CLM).
3 min. read
