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Brent Randall joined other members in the industry to discuss various current topics that wealth managers are facing. Brent gave an insight into forward-thinking digital strategies and converting compliance challenges into business benefits.
Brent gave a in-depth account of new necessary digital software available to wealth managers and the importance of optimising client on-boarding and client conduct risk management.
1 October 2026
Faced with increasingly demanding clients and an ever more complex regulatory environment, wealth management professionals are being forced to rethink how they operate. Since 2012, Wealth Dynamix has been digitising the client journey through its client lifecycle management platform, restoring the central role of advice.
5 min. read
29 July 2026
As AI reshapes compliance, perpetual KYC is transforming client lifecycle management. Robert Roome explores how continuous, AI-powered KYC can improve data quality, reduce manual effort, and help firms build a more proactive, auditable compliance framework.
5 min. read
19 June 2026
Discover how a holistic Client Lifecycle Management (CLM) approach transforms onboarding in wealth management—boosting efficiency, ensuring compliance, and elevating the client experience through integrated, digital-first solutions.
5 min. read