On the surface, myths can appear harmless as they are usually based on half-truths that are logical and entirely believable. However, problems arise when you act on a myth that proves to be misleading or just wrong. By the time you realise your mistake the repercussions may already be irreversible.
Wealth management is riddled with myths and the consequences of making mis-informed choices can be very costly and long lasting.
Join this webinar to hear Dominic Snell, Product Strategy Director at Wealth Dynamix, dispel seven of the most common Client Lifecycle Management (CLM) myths in wealth management.
Date: 23 November
Time: Time: 14:00 GMT | 15:00 CET | 09:00 EST
5 October 2021
Wealth Dynamix opens new office in Lithuania to accommodate the growth of the local team, which is set to double in size over the next 12 months.
2 min. read
4 August 2021
Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"
2 min. read
28 June 2021
Aided by the support and advice received through the programme, Wealth Dynamix will continue its international expansion.
3 min. read