Insight into Digital Onboarding
27 September, 2016

At its core, onboarding is the process of finalising a new relationship with a prospective client. As the first engagement with…

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In the Cloud
14 September, 2016

For wealth and investment management firms, the value proposition for leveraging cloud technology affects the entire business. In a world that…

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Accommodating for the digitally astute clients
15 August, 2016

The recent advancements in technology has meant that most firms have started to acquire a more digital approach in their business…

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The Power of Digitisation, finding the right balance
28 July, 2016

In wealth management today, technology is used to compliment customer service but finding the right balance is no easy feat. Old…

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Leveraging Opportunities Amid the Brexit Turmoil
04 July, 2016

Since the votes came in and it was announced that Britain has decided to leave the EU, the country has been…

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WDX Sponsors Team Endeavour to row the Channel for The Ahoy Centre
06 June, 2016

WDX are proud to sponsor team Endeavour, which includes our very own Marketing Manager, Laura Dalziel, to row 23 miles across The…

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The Cloud- An enabler for the wealth management industry
31 May, 2016

Gary Linieres, WDX, CEO Cloud computing – what does this form of technology mean for the wealth management industry? As the…

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Gary Linieres WDX’s CEO talks of a ‘demographic timebomb’
03 December, 2015

With 2016 fast approaching so comes also a raft of fresh challenges and opportunities in the wealth industry. 2015 may be…

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The Challenge of Embracing New Technology – Are UK Investment Firms Risking Technological Exclusion?
16 April, 2015

WDX CEO, Gary Linieres, believes that Conduct Risk regulations are driving critical technological innovation and growth across the UK’s banking and…

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CRM gains traction within wealth management industry
14 April, 2015

Discretionary wealth manager Ruffer LLP with £19 billion under management, recently went live on Wealth Dynamix’s Customer Relationship Management (CRM) software…

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