Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
10 July 2023
Client Lifecycle Management (CLM) versus Client Relationship Management (CRM) – what’s the difference and why does it matter?
Wealth Dynamix explains why adopting a holistic approach to managing the entire client lifecycle, covering CRM, onboarding, prospecting, and ongoing management, is the ultimate solution for achieving efficiency and elevating the client experience. This approach is known as Client Lifecycle Management (CLM).
5 min. read
9 July 2023
Use it or lose it – Can you afford to ignore the rise of hybrid servicing?
The growth of wealth management firms relies on being able to attract and retain clients – especially the NextGen. Only by offering digitalised services will they be able to survive and thrive.
3 min. read
7 July 2023
The Wealth Mosaic WealthTech Middle East Landscape Report 2023
Addressing the difference between Client Lifecycle Management (CLM) and Client Relationship Management (CRM) and how it delivers efficiencies for both front and middle-office and improved client experiences.
3 min. read
29 June 2023
Why is 2023 an A-HA! moment for Asian private bankers and wealth managers?
Darell Miller, Managing Director - APAC at Wealth Dynamix, sheds light on the evolving landscape for relationship managers in Asia. He summarises the upcoming trends and themes in Asia's Wealth Management as A-HA: Advisory, Hybrid, Alternatives. He examines each in brief and how combining all three can deliver transformational opportunities.
5 min. read
27 June 2023
Wealth Dynamix secures 10th award this year: Best CRM Solution at SITC Awards
Wealth Dynamix wins 10th industry award at SITCA 2023 for the Best CRM Solution, reinforcing innovation and excellence in the wealth management industry.
2 min. read
20 June 2023
How digital transformation enables firms to scale AUM without scaling costs
Scaling in wealth management: Why it’s important, and how digital technology can help firms achieve it.
5 min. read
16 June 2023
Wealth Dynamix beats off stiff competition for IBSi’s best CRM Provider Award
Wealth Dynamix has beaten off nominations from 94 firms in 47 countries to be crowned Best CRM provider 2023 by IBS Intelligence.
2 min. read
13 June 2023
Scaling without pain – Can you have your cake and eat it too?
At the recent Wealth Mosaic APAC WealthTech event in Singapore, Darell Miller shared his view on the evolving landscape and why breaking the link between growing revenue and costs is crucial if firms in the Wealth Management and Private Banking industry wish to scale profitability.
3 min. read
8 June 2023
Wealth Dynamix scoops Best Platform for Client Comms & Engagement Global Private Banking
Wealth Dynamix globally recognised as Best Platform for Client Comms & Engagement underscoring leadership in the delivery of hyper-personalised client experiences whilst delivering cost-efficiencies along the client lifecycle.
2 min. read
