The client lifecycle management race is on.
There’s new technology on the grid.
Powering up relationship management.
Putting the client’s journey in pole position.
Innovative technology. Inspired design. Intelligent automation.
Will your relationship managers be in the driving seat?
Coming to the wealth management circuit in April 2021…
There's new technology coming to the wealth management circuit in 2021. Will your relationship managers be in the driving seat?
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LATEST INSIGHTS
17 April 2024
Achieving profitability at scale: the potential for AI
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
Empowering client-facing relationship managers and advisors: Perspectives from Wealth Dynamix’s APAC head
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 welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance
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
