What do wealth managers really think of life in the front office? The impact of the pandemic on the already shifting wealth management landscape has been well documented, but many firms have kept their response to this under their belts.
Wealth Dynamix wanted to lift the lid on the true state of wealth management through the relationship manager’s eyes. So we partnered with leading research firm Compeer to help us find out.
Compeer engaged with a cross section of front office staff across the UK wealth management market to understand the challenges they are facing and the opportunities that exist within the current environment.
We are pleased to share the findings of this research with you including:
Download the research report now to see the true state of wealth management through the relationship manager’s eyes.
14 April 2021
CLMi, the new client lifecycle management solution, enables your wealth management firm to be truly client centric.
2 min. read
5 February 2021
The Wealth Dynamix leadership team reflect on 2020 and share advice for wealth managers looking to differentiate their client service in 2021.
1 min. read
1 February 2021
The key learnings from leading wealth managers through the lens of the client, the advisor and the business, plus a look ahead to trends in 2021 and beyond.
1 min. read