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Wealth Dynamix



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In the Cloud

For wealth and investment management firms, the value proposition for leveraging cloud technology affects the entire business. In a world that is increasingly underpinned by cloud technology, a growing number of systems and solutions are now being delivered in the cloud, with chief innovators looking to the cloud to drive new delivery channels and vastly expand product stacks. Microsoft Dynamics CRM Online is leading the way with this trend, having outlined a ‘Mobile-First, Cloud-First’ mantra indicating their focus for the future. In the wealth management industry with fierce competition for clients and new business, changing attitudes have shifted the traditional business paradigms from product-centric to client-centric.

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