Webinar: Transforming first interactions into trusted client relationships

Clients now have ever increasing wealth management services available to them, they are heavily influenced by the experience of their peers, they have access to a vast array of information, and they are willing to switch provider if their servicing is sub-standard.

The 2019 Capgemini World Wealth Report found that an unsatisfactory service experience with a wealth management firm was the most significant factor (87%) to influence HNWIs to move to another provider.

For prospects previously unknown to the firm, their experience begins as soon as they become aware of your brand and they form opinions about the quality of service they could expect as a client. Those first interactions are vital for shaping early impressions.

How can wealth managers achieve a faster analysis of client touchpoints, a 360-degree view of the effectiveness of client engagements, actionable insights to help accelerate conversions and the ability to identify new opportunities for revenue generation?

Join industry experts from Wealth Dynamix and Recordsure on a webinar on 22 April to discover

– how advisers can drive value from data by transforming noise into signals to act upon

– what strategies wealth managers should adopt to reach the next generation of investors

– how you can capture all data required to meet regulatory obligations just once, as quickly and easily as possible, and re-use it to add value throughout the entire client lifecycle

If you are a Chief Compliance Officer, Head of Client Service, Head of Relationship Management, or a Head of CRM/Onboarding/KYC, register now to discover how innovative wealth managers are leveraging technology to transform first interactions into trusted client relationships.



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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