Video: Empowering the Relationship Manager – Their Role in the Future of Wealth Management in Asia

When 84% of Asian wealth management Relationship Managers tell you they’re working reactively to clients needs, and 72% of their relationships are average, below par or awful, it’s time to act fast.

In our latest research report the majority of respondents believe wealth management will always remain a people-to-people business, and technology will support and empower relationship managers, not replace them.

89% stated that a more process-driven, disciplined and structured Client Lifecycle Management system would attract new clients.

80% expect Asia’s private wealth accumulation to outstrip other regions in the world, and 87% believe that the Asian wealth management market will grow rapidly.

The opportunities are immense.

Download your research report now and find out how Relationship Managers can be equipped to take centre stage, back where they belong.

Get your report here


Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.


Dispelling the Myths Surrounding Hybrid Servicing in Wealth Management

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

The compliance advantages of hybrid servicing

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

Is Hybrid Servicing the next big thing in WealthTech?

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

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NEW - eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.  

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