Traditional or digital wealth management? [Infographic]

Traditional or digital wealth management? We take a deeper look at how wealth management technology is changing the way services are being delivered [Infographic]

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LATEST INSIGHTS

How can wealth managers leverage data to drive relevance?

27 February 2024

How can wealth managers leverage data to drive relevance?

Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.

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The compliance advantages of hybrid servicing

24 February 2024

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.

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Wealth Dynamix now available on Temenos Exchange

1 February 2024

Wealth Dynamix now available on Temenos Exchange

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.

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