Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
26 September 2022
Wealth Dynamix CEO & Co-Founder Beats the Global Drum for State-of-the-Art CLM
Hubbis met recently with Gary Linieres, our CEO & Co-founder, to learn more about his plans for the future, specifically in the core Hubbis markets in Asia, where Wealth Dynamix has been winning more traction with our new CLMi SaaS solution.
3 min. read
23 September 2022
Expert Insights: Building a Business Case The key to Unlocking Value
What are the common blockers, what challenges are unique to the Client Lifecycle Management business case, and how can you arrive at metrics you're confident in? Here we share the insights gained through a thought-provoking webinar.
3 min. read
8 September 2022
Why digital transformation is key to attracting the next generation of Asian wealth clients
Asia is poised for a huge transfer of wealth by 2030 as high net worth families start succession planning. Wealth managers need to ensure their digitisation efforts are slick enough to win over this next generation of investors.
3 min. read
22 August 2022
eBook: Building an Effective Business Case – 7 Pitfalls to Avoid
In this eBook we lay out 7 pitfalls that we hope can support you in making the best possible business decisions. These are lessons learned from our decades of collective experience in delivering transformational CLM solutions to many of the leading names in Wealth Management, Private Banking and Asset Management.
3 min. read
21 August 2022
Whitepaper: Enhancing the Efficiency of the Relationship Manager in Asia’s Wealth Management Markets
The premise for our Digital Dialogue discussion with Hubbis in July was that Relationship Managers will continue to be central to the delivery of productive client relationships in the Asian wealth management industry, particularly for the healthy HNW and UHNW segments.
3 min. read
28 July 2022
Essential Insights for Building a Better Business Case for a WealthTech CLM
When implementing a WealthTech CRM solution, Wealth managers need a fit-for-purpose, best-in-class business case blueprint which can help them navigate the process rapidly.
5 min. read
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
14 July 2022
TWM UK WealthTech Landscape Report 2022
Wealth Dynamix was invited to contribute to the WealthTech Views Report 2022, specifically looking at Client Onboarding: the way it should be
2 min. read
13 July 2022
Three strategies to attract new clients in wealth management
What’s driving people away from traditional wealth managers towards digital-first firms? Industry experts offer their strategic solutions.
10 min. read