Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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
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
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
30 June 2016
How wealth management in the Cloud takes CRM to a whole new level
We discuss some of the myths of wealth management in the cloud and explore the potential benefits of how the CRM could be taken to a whole new level.
6 min. read
6 June 2016
Wealth Dynamix sponsors Team Endeavour to row the Channel for The Ahoy Centre
Wealth Dynamix are proud to sponsor team Endeavour for The AHOY Centre who help disadvantaged and at risk youths build employable life skills.
1 min. read
3 December 2015
Gary Linieres talks of a ‘demographic timebomb’ affecting wealth managers
Regulatory burdens will continue to place operational and time/cost pressure for the UK and the world’s wealth management and private banking communities.
6 min. read
3 December 2015
Wealth Dynamix reports 115% revenue growth
Demands for regulatory compliance, digitisation and business insight has enabled Wealth Dynamix, a Microsoft Gold Partner, to announce a 115% growth.
6 min. read
14 April 2015
CRM gains traction within wealth management industry
Discretionary wealth manager Ruffer LLP with £19 billion under management, recently went live on Wealth Dynamix’s Customer Relationship Management...
6 min. read
25 March 2015
Harnessing technology to tackle conduct risk
Our ground breaking Breakfast Briefing, “Harnessing Technology To Tackle Conduct Risk” was a great success. Gary Linieres, Wealth Dynamix‘s...
3 min. read
