Wealth Dynamix

Insights

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

Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Switzerland Awards

14 December 2017

Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Switzerland Awards

Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Swiss Awards 2017.

3 min. read

Wealth Dynamix ranked in the 2017 Deloitte Technology Fast 50

17 November 2017

Wealth Dynamix ranked in the 2017 Deloitte Technology Fast 50

Wealth Dynamix attributes its revenue growth and the positive change in attitude toward technology in the Wealth and Investment Management industry.

3 min. read

FT PWM Series: Fast access to data and analysis [Video]

17 October 2017

FT PWM Series: Fast access to data and analysis [Video]

The is a set of videos for the series that looks at the idea of combining humans and machines in the Private Banking sector. Data and analysis.

3 min. read

FT PWM Series: Digital wealth solutions for relationship managers [Video]

13 October 2017

FT PWM Series: Digital wealth solutions for relationship managers [Video]

The is a set of videos for the series that looks at the digital solutions available to relationship managers in the Private Banking sector.

3 min. read

Everything wealth managers need to know about GDPR

4 May 2017

Everything wealth managers need to know about GDPR

Most would think that GDPR is purely an European issue however, this is a misconstrued concept. GDPR will affect all businesses globally that hold personal data.

1 min. read

RegTech: Disrupting client engagement

30 March 2017

RegTech: Disrupting client engagement

Regtech is a now becoming an increasingly familiar concept within Financial Services, but like an ink blot, it is open to many differing interpretations.

9 min. read

Microsoft and Wealth Dynamix bring the cloud to UK wealth and asset management

12 September 2016

Microsoft and Wealth Dynamix bring the cloud to UK wealth and asset management

As the Wealth Management industry continues to advance and integrate new technology, cloud technology has developed as a primary enabler for growing firms to deal with increased regulatory pressure and a demanding client base.

3 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

How wealth and asset managers can leverage strategic opportunities amidst Brexit turmoil

4 July 2016

How wealth and asset managers can leverage strategic opportunities amidst Brexit turmoil

Britain has decided to leave the EU, the country has been in a state of shock however, it’s time to look at the positives of going it alone.

3 min. read

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