Forces of disruption in the wealth management industry: The Perfect Storm (infographic)
25 October, 2018

View the full article here – The Rise of the Bionic Advisor  

Read More
5 steps to maximize the impact of your Client Lifecycle Management solution
02 October, 2018

Download the full whitepaper here  

Read More
Traditional vs Digital- Introducing the Hybrid model
14 August, 2018

Read More
The Future for Automated Advice
05 June, 2018

Robert Roome, Global Head of Product at WDX, looks at what the wider impact of the recent FCA publication regarding suitability…

Read More
Evolution or revolution? The experts’ view on GDPR (part 2)
18 April, 2018

The second in our two-part report on the WDX GDPR roundtable looks at the experts’ view on the scope of this…

Read More
Evolution or revolution? The experts’ view on GDPR (part 1)
17 April, 2018

The General Data Protection Regulation (GDPR) will come into force on 25 May, with the aim of prompting a paradigm shift…

Read More
Client Referrals 2.0
30 January, 2018

In a world of unprecedented disruption, the battle for the client has intensified. Yet as the wealth management sector comes to…

Read More
5 reasons to implement a Digital Onboarding process
31 October, 2017

Read More
Combining humans and machines in private banking
20 October, 2017

About the Event The last video of the series looks at combining humans and machines in Private Banking. Although there are…

Read More
Fast access to data and analysis
17 October, 2017

About the Event The third video of the series looks at fast access to data and analysis. More specifically, discussing whether…

Read More