Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
8 June 2023
Hyper-personalise communications to nurture deeper, more satisfying client relationships
Wealth managers must master hyper-personalisation in order to retain revenues during the great wealth transfer.
3 min. read
6 June 2023
Wealth Dynamix cements global recognition as double winners at the WealthBriefing 2023 APAC awards for Best CRM AND Best Digital Offering in APAC
Wealth Dynamix cements global recognition with two more WealthBriefing awards for Best CRM and Best Digital Offering in the APAC region following recent triumphs in the UK, Americas, Swiss and the European awards.
2 min. read
10 May 2023
Wealth Dynamix appoints new sales manager Steve D’Souza
Steve will lead and further develop business opportunities in the UK, USA, Canada, Middle East, South Africa, and Scandinavia.
2 min. read
3 May 2023
Winning the talent war – Attracting advisors
Experienced relationship managers and financial advisors are in decline, whilst the global population of HNWIs is increasing. We look at how firms can successfully compete for talent and prosper.
5 min. read
26 April 2023
Wealth Dynamix has been awarded Best Front Office Solution in the Asian Private Banker Technology Awards 2022
We’re delighted to be awarded Best Front Office Solution at Asian Private Banker’s 8th Technology Awards 2022! The programme, now in its eighth year, celebrates the innovations and achievements of Asia's rapidly growing financial technology industry.
2 min. read
11 April 2023
Wealth Dynamix COO makes Top 25 Women Leaders in Financial Technology of Europe for 2023
Natalie Levine recognised in the Top 25 Women Leaders in Financial Technology for Europe for 2023 by The Financial Technology Report.
2 min. read
31 March 2023
It’s a hat-trick for Wealth Dynamix at the WealthBriefing Awards!
Wealth Dynamix picks up a third award in this year’s WealthBriefing Awards and is crowned Best CRM at the Eleventh Annual WealthBriefing European Awards 2023.
2 min. read
15 March 2023
Is hybrid servicing the next big thing in WealthTech?
A Hybrid Servicing model is central to the future of wealth management. Its growing popularity has been driven by a more digitally adept population, and a younger demographic of HNW and UHNW investors impacting the current benchmarks for client servicing and accessibility to financial data.
3 min. read
23 February 2023
Wealth Dynamix Awarded Best CLM Solution at the 2nd Annual WealthBriefing WealthTech Americas Awards 2023
Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
2 min. read
