Outsourcing And Other Wealth Firms’ Challenges: The View From Two Players
- September 29, 2022
- 3 min. read
Tom Burroughes, Group Editor for WealthBriefing recently interviewed Gary Linieres, our CEO & Co-founder about his views on outsourcing, the current requirements of firms and the benefits of change.
It’s a tough economic environment, pressure on margins remain intense, and regulatory and client expectations show few signs of abating – but this is what appears to be driving the trend to outsource as strong as ever.
To read further please visit Wealthbriefing: Outsourcing And Other Wealth Firms’ Challenges: The View From Two Players
Share
Wealth Dynamix
Wealth Dynamix Team
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.
READ OUR INSIGHTS
27 March 2023
Dispelling the Myths Surrounding Hybrid Servicing in Wealth Management
Traditional Wealth Management firms and Private Banks may think that human service will confer a point of difference in time. However, they could be standing on a burning bridge. There are some very compelling reasons for adopting AI technology and automation within your service model, and in time, protecting profitability will likely force action.
3 min. read
23 March 2023
The compliance advantages of hybrid servicing
There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.
3 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