Wealth Dynamix

Insights

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

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Goal-based planning: transforming missed opportunities into growth

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

Webinar: 3 common misconceptions about digital signatures in wealth management

23 June 2020

Webinar: 3 common misconceptions about digital signatures in wealth management

The benefits of digital signatures are many, however they are not always obvious or fully-understood. Join our webinar to learn the facts and discover whether digital signatures would work for you.

1 min. read

Webinar: Goal Based Planning – A Win-Win for Wealth Management Advisors and Clients

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

WDX1 crowned Best CRM System at the WealthBriefing Swiss Awards

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

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