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In a recent interview with Fintech Innovation Network, Dominic Snell, Product Strategy Director for Wealth Dynamix, shared his insights on how firms can digitise the entire client lifecycle within wealth management, from client acquisition and onboarding through to ongoing relationship management and client servicing.
Catch up on all the action below.
17 April 2024
We delve into the use of AI technology in wealth management. Far from belonging to a far-distant future, it is here and growing more intelligent by the day.
5 min. read
2 April 2024
Hubbis recently hosted a digital dialogue focusing on the application of the latest digital solutions for the Relationship Managers and advisory in the world of Asian wealth management, as technology revolutionises the offerings and efficiencies across the broad wealth management community in the region.
5 min. read
21 March 2024
Wealth Dynamix, a leading provider of Client Lifecycle Management solutions for private banks and wealth managers, announced Luna Investment Management as a new client as part of our partnership with Third Financial.
3 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
