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…

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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…

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Compeer Compliance Conference: Unlocking the transformative potential of GDPR
08 February, 2018

John Beloe, our Senior Product Consultant, spoke at the Compeer Compliance Conference, taking a very interesting approach to how firms should…

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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…

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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…

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Digital solutions for relationship managers
13 October, 2017

About the Event The second video of the series looks at the digital solutions available to relationship managers. As private banking…

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Technology as a client acquisition tool
11 October, 2017

About the Event With a $15tn transfer of wealth taking place from baby boomers to millennials, a new group of digital…

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WDX & PAM Digital Survey 2017
23 May, 2017

The 2017 PAM/WDX Digital Survey has launched. Now in its third year the survey aims to explore the growing impact of…

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A Meeting of Minds Wealth Management & Private Banking
11 May, 2017

WDX are looking forward to joining Multrees for ‘A Meeting of Minds Wealth Management & Private Banking’ on 15th June 2017…

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WealthBriefing London MiFID II Summit
08 May, 2017

WDX will be joining the WealthBriefing MiFID II Summit on Wednesday 24th May 2017. This event will bring together investment firms,…

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