Wealth Dynamix

Insights

Explore our latest Client Lifecycle Management news, insights and thought leadership

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Video: Current Technology Trends in Wealth Management

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]

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]

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]

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

Technology vs human: how far is too far?

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

Harnessing the power of digitisation in wealth and asset management

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

Charles Stanley adopts Wealth Dynamix’s CRM solution in their digitisation rollout

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

Wealth Dynamix wins award for Best Technology Provider at WealthAdviser Awards

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

Conduct risk in wealth management: why technology is part of the answer

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

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