Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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25 June 2020
Goal-based planning: transforming missed opportunities into growth
Goals-based planning is fast-becoming a competitive differentiator for wealth managers. So, what are the pitfalls for relationship managers who lack visibility of a client’s goals, on a day-to-day basis?
2 min. read
22 June 2020
Webinar: Goal Based Planning – A Win-Win for Wealth Management Advisors and Clients
Join our webinar to find out why wealth managers are missing out on opportunities to grow, by failing to offer goal-based planning.
1 min. read
10 February 2017
WDX1 crowned Best CRM System at the WealthBriefing Swiss Awards
Wealth Dynamix, one of Switzerland’s foremost Client Management platform providers was, last night, crowned ‘Best CRM System’
3 min. read