Webinar series: Spotlight on…

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As governments around the world endeavor to protect the economy from COVID-19, financial institutions and technology providers are facing substantial operational restrictions as well as a rapidly deteriorating business climate, and they are desperately looking for a ray of light.

In this new series of webinars, we talk to our network of partners and friends from the wealth management industry on topics like how to address new revenue challenges, and what technologies can help wealth managers embrace the new way of working.

Join us for one, two or (hopefully) all of them for an insightful 20-minute fireside chat with industry experts.

28 April 2020

Spotlight on… Dreamquark

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1 May 2020

Spotlight on… Alpha FMC

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5 May 2020

Spotlight on… Synpulse (UK)

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15 May 2020

Spotlight on… Synpulse (USA)

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18 May 2020

Spotlight on… Capita Consulting

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20 May 2020

Spotlight on… Microsoft

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22 May 2020

Spotlight on… ClickDimensions

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27 May 2020

Spotlight on… Azqore

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29 May 2020

Spotlight on… Ortec Finance

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2 June 2020

Spotlight on… Indigita

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9 June 2020

Spotlight on… Apiax

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25 June 2020

Spotlight on… Jemmic

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30 June 2020

Spotlight on… EY

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

READ OUR INSIGHTS

TWM Swiss WealthTech Landscape Report 2022

22 November 2022

TWM Swiss WealthTech Landscape Report 2022

Is your firm well equipped to adapt to the growing trend of External Asset Managers? Across Europe, the rise of the EAM is a trend that couples huge potential gains but adds complexity for banks and wealth management firms. Without a CLM you could be missing out on a bridge to increased revenues and reduced costs.

3 min. read

10 years in the making  – Introducing our latest e-book, 10 Reasons to Choose Wealth Dynamix

10 October 2022

10 years in the making – Introducing our latest e-book, 10 Reasons to Choose Wealth Dynamix

Discover the ten-fold benefits of an end-to-end CLM solution built by wealth management experts with our latest e-book.

3 min. read

Outsourcing And Other Wealth Firms’ Challenges: The View From Two Players

29 September 2022

Outsourcing And Other Wealth Firms’ Challenges: The View From Two Players

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.

3 min. read

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