Wealth Dynamix

Insights

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

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The reimagination of the role of the wealth manager

25 January 2022

The reimagination of the role of the wealth manager

The traditional wealth management business model is under growing pressure. Today's wealth managers need to embrace digital transformation to upskill, keep pace and retain the human touch.

5 min. read

New Asia Wealth Management Report: Tech-enabled Relationship Management

2 June 2020

New Asia Wealth Management Report: Tech-enabled Relationship Management

Learn about the latest research report on how relationship managers must evolve and be equipped to succeed in increased competition and unpredecented change.

3 min. read

WealthTech Views: Looking into 2020 with Wealth Dynamix

6 February 2020

WealthTech Views: Looking into 2020 with Wealth Dynamix

Antony Bream shares his views on how wealth managers can maximise the opportunities offered by optimum client lifecycle management processes and address the balance between the self-containment and self-service afforded by the cloud and AI, and robust client service.

8 min. read

Video: How WealthTech is Supporting Wealth Management Trends

5 February 2020

Video: How WealthTech is Supporting Wealth Management Trends

The second video in a new series where Antony Bream, MD - UK and Americas at Wealth Dynamix discusses how Wealth Dynamix is supporting current trends in the wealth management industry.

2 min. read

Onboarding: A better way to tick the boxes

27 September 2019

Onboarding: A better way to tick the boxes

The precise costs associated with onboarding can vary widely depending on the size of the institution and the jurisdiction. We take a deeper look into onboarding.

6 min. read

How wealth managers can better engage their customers

7 June 2019

How wealth managers can better engage their customers

We explore the best ways that wealth managers can overcome the challenges client engagement to drive more loyalty and more business.

3 min. read

Rolling out our Client Lifecycle Management solutions in Asia

7 June 2019

Rolling out our Client Lifecycle Management solutions in Asia

We have opened a new office in Singapore in October 2018, led by a seasoned industry professional, to spearhead our expansion of client lifecycle management solutions into wealth and asset managers in Asia.

9 min. read

Traditional or digital wealth management? [Infographic]

14 August 2018

Traditional or digital wealth management? [Infographic]

Traditional or digital wealth management? We take a deeper look at how wealth management technology is changing the way services are being delivered [Infographic]

1 min. read

Wealth Dynamix crowned ‘Best CRM System’ at the Wealthbriefing European Awards

30 April 2018

Wealth Dynamix crowned ‘Best CRM System’ at the Wealthbriefing European Awards

Wealth Dynamix, leading Client Lifecycle Management solution providers, was awarded ‘Best CRM System’ last night at the WealthBriefing European Awards 2018.

3 min. read

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