Wealth Dynamix

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

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Hyper-personalise communications to nurture deeper, more satisfying client relationships

8 June 2023

Hyper-personalise communications to nurture deeper, more satisfying client relationships

Wealth managers must master hyper-personalisation in order to retain revenues during the great wealth transfer.

3 min. read

Winning the Talent War – Attracting Advisors

3 May 2023

Winning the Talent War – Attracting Advisors

Experienced relationship managers and financial advisors are in decline, whilst the global population of HNWIs is increasing. We look at how firms can successfully compete for talent and prosper.

5 min. read

TWM APAC WealthTech Landscape Report 2023

13 April 2023

TWM APAC WealthTech Landscape Report 2023

In The Wealth Mosaic APAC WealthTech Landscape report, Darell Miller, Managing Director - APAC at Wealth Dynamix, looks at the scope of change in Asia for wealth managers. Darell believes that an "AHA!" moment is coming for wealth management in APAC in 2023.

3 min. read

Use it or Lose it – Can you Afford to Ignore the Rise of Hybrid Servicing?

12 April 2023

Use it or Lose it – Can you Afford to Ignore the Rise of Hybrid Servicing?

We firmly believe that the growth of wealth management firms relies on being able to attract and retain clients – especially those in the next generation(s). Only by offering digitalised services will they be able to survive and thrive.

3 min. read

eBook : Comment le Service Hybride peut Transformer votre Société de Gestion de Patrimoine

6 April 2023

eBook : Comment le Service Hybride peut Transformer votre Société de Gestion de Patrimoine

Adopter de nouvelles technologies pour fournir des services hybrides et créer une proposition de service hautement différenciée et rentable pour les clients existants et futurs pourrait être la clé pour renforcer votre société de gestion de patrimoine et s'engager avec la prochaine génération d'investisseurs.

3 min. read

The Fundamentals of Hybrid Servicing and its Role in  Managing the Next Generation of Investor

5 April 2023

The Fundamentals of Hybrid Servicing and its Role in Managing the Next Generation of Investor

Catering for the needs and preferences of the next generation who are seeking ready access to advice and their portfolio via a seamless experience will necessitate the support of technology.

3 min. read

Dispelling the Myths Surrounding Hybrid Servicing in Wealth Management

27 March 2023

Dispelling the Myths Surrounding Hybrid Servicing in Wealth Management

Traditional Wealth Management firms and Private Banks may think that human service will confer a point of difference in time. However, they could be standing on a burning bridge. There are some very compelling reasons for adopting AI technology and automation within your service model, and in time, protecting profitability will likely force action.

3 min. read

Is Hybrid Servicing the next big thing in WealthTech?

15 March 2023

Is Hybrid Servicing the next big thing in WealthTech?

A Hybrid Servicing model is central to the future of wealth management. Its growing popularity has been driven by a more digitally adept population, and a younger demographic of HNW and UHNW investors impacting the current benchmarks for client servicing and accessibility to financial data.

3 min. read

TWM WealthTech 2023 Report

8 February 2023

TWM WealthTech 2023 Report

In The Wealth Mosaic Annual WealthTech Report 2023, Benjamin Labrousse, Manager, Pre-Sales - EMEA at Wealth Dynamix explains why a hybrid servicing model is the new standard wealth management firms should be aiming for.

3 min. read

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