Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
Browse by type
22 January 2020
Video: Current Technology Trends in Wealth Management
Wealth Dynamix discusses how AI-driven technology is being used throughout client lifecycle management around better insights into client data.
3 min. read
![Guide to the next generation, bionic advisor [Report]](https://wealth-dynamix.com/wp-content/uploads/2019/02/guide-to-the-next-generation-bionic-advisor-report-705x470-550x320.jpg)
2 February 2019
Guide to the next generation, bionic advisor [Report]
As wealth management clients expect increasing technological capabilities at the same time that firms seek cost-efficiency, our guide explores the future of the next generation, bionic wealth management advisor.
1 min. read
![4 disruptions to the wealth management industry [Infographic]](https://wealth-dynamix.com/wp-content/uploads/2018/10/4-disruptions-to-the-wealth-management-industry-infographic-705x470-550x320.jpg)
25 October 2018
4 disruptions to the wealth management industry [Infographic]
Take a look at our top 4 technology disruptions to the wealth management industry [Infographic]
1 min. read
![Technology to evidence client suitability in wealth management [Report]](https://wealth-dynamix.com/wp-content/uploads/2018/08/technology-to-evidence-client-suitability-in-wealth-management-report-705x470-1-550x320.jpg)
12 August 2018
Technology to evidence client suitability in wealth management [Report]
We explore how a wealth management CRM can help firms demonstrate to the regulator’s client suitability and the process of exercising duty of care towards clients.
1 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
28 July 2016
Harnessing the power of digitisation in wealth and asset management
In wealth management today, technology is used to compliment customer service but finding the right balance is no easy feat. Old styles of service are competing against new, and the industry is struggling to find its footing.
6 min. read
9 July 2016
Charles Stanley adopts Wealth Dynamix's CRM solution in their digitisation rollout
Charles Stanley embarked on a technology program to lay a foundation for digital transformation of its client engagement model.
6 min. read
20 May 2016
Wealth Dynamix wins award for Best Technology Provider at WealthAdviser Awards
Wealth Dynamix were proud to receive the award for Best Technology Provider (Front Office), as voted by the Wealth Advisor readers.
1 min. read
2 April 2015
Conduct risk in wealth management: why technology is part of the answer
Drawing solely from his firm’s experience, Gary Linieres of the software firm of Wealth Dynamix, which was sponsoring the...
6 min. read
