Here at the Insights Centre you will find client case studies, white papers, brochures and blog posts that provide thought leadership on the industry and more information on WDX ONE.
Meet the people behind WDX at one of our many events and find out more out our awards as we’re especially proud when our success is recognised.
Firms should view GDPR as an opportunity to address clients’ transparency and privacy expectations. By engaging clients at every stage of the lifecycle, firms can enhance the client experience, while strengthening trust and in turn improving client retention.
As part of the annual PAM Digital Series and for the third year running, the digital survey reveals statistics around industry trending topics, including digital strategy, client and intermediary portals, client engagement and communication and the generational shift in wealth.
WDX’s solutions, based on the Microsoft Dynamics platform, are designed to address the increased demand for high quality relationship management and the regulatory and digital challenges of today’s wealth and investment managers.
WDX offers client management and business intelligence solutions based on the Microsoft Dynamics platform and can be delivered either via the cloud or within existing in-house infrastructure.