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