All around the world, wealth managers accelerated digitisation projects during the pandemic to plug technology gaps that made business challenging when working remotely. For many, this has created as many issues as it has fixed.
Failure to implement solutions that are fully integrated and allow data re-use across the entire client lifecycle has added to the disjointed data silo challenge that wealth managers have grappled with for many years.
When technology infrastructures cannot support streamlined workflows, task automation and cross-function data sharing, efficiency, cost-to-income ratios and client experience can rapidly deteriorate.
Join this webinar to hear Wealth Dynamix and ERI discuss:
8 June 2023
Wealth managers must master hyper-personalisation in order to retain revenues during the great wealth transfer.
3 min. read
3 May 2023
Experienced relationship managers and financial advisors are in decline, whilst the global population of HNWIs is increasing. We look at how firms can successfully compete for talent and prosper.
5 min. read
13 April 2023
In The Wealth Mosaic APAC WealthTech Landscape report, Darell Miller, Managing Director - APAC at Wealth Dynamix, looks at the scope of change in Asia for wealth managers. Darell believes that an "AHA!" moment is coming for wealth management in APAC in 2023.
3 min. read