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.
WDX has appointed Niklas Lindberg as Chief Revenue Officer, with immediate effect. Previously head of Microsoft Switzerland’s Financial Services Industry segment, Niklas has more than 20 years’ experience within the technology industry and has held various management roles across EMEA and the USA.
In just over a month, General Data Protection Regulation (GDPR) comes into force, but the panel members’ on-going discussions with financial services firms have confirmed that many are lagging somewhat behind in their preparations.
The General Data Protection Regulation (GDPR) will come into force on 25 May, with the aim of prompting a paradigm shift in the way we think about data, and how it is attained, managed, processed and erased.
Wealth Dynamix, a global client lifecycle management solution provider was last night crowned ‘Best On-boarding solution’ at the 5th Family Wealth Report Awards 2018 held at the exclusive Mandarin Oriental, New York.
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.
Wealth Dynamix (WDX), a global Client Management Solution provider have been shortlisted for 6 categories for the WealthBriefing European Awards 2018.
‘Best Compliance’, ‘Best CRM System’, ‘Best Change Management Process/Best Implementation of Technology Solution’ and ‘Outstanding Contribution to Wealth Management Thought Leadership’.
John Beloe, our Senior Product Consultant, spoke at the Compeer Compliance Conference, taking a very interesting approach to how firms should tackle GDPR.
In a world of unprecedented disruption, the battle for the client has intensified. Yet as the wealth management sector comes to terms with this changing landscape, the client is fast evolving – at the risk of outpacing much of the wider industry.
Though technology makes wealth management easier and more personalised than ever, new tools inevitably bring new challenges.
To ensure that firms are able to meet these digital needs of clients, it is important that advisors and individuals working at them embrace the change.
WDX have been recognised as a representative provider by Gartner for two of their Banker’s guides: Banker’s Guide to Wealth Management Front-Office Systems and Banker’s Guide to Wealth Management Mid- and Back-Office Systems.
Wealth Dynamix (WDX) were shortlisted alongside Avaloq and Profile Software for the ‘Outstanding Front-End Digital Solutions Provider’ at the Private Banker International Swiss Awards 2017. WDX were proudly named the winners of this prestige award in Zurich on 12th December 2017.
Wealth Dynamix (WDX) have been shortlisted for 8 awards at the Wealthbriefing Swiss Awards 2018.
Wealth Dynamix (WDX), one of the USA’s foremost client management solution providers has been shortlisted for the Family Wealth Report Awards.
WDX today announced that it ranked number 19 in the 2017 Deloitte UK Technology Fast 50, a ranking of the 50 fastest growing technology companies in the UK. Rankings are based on percentage revenue growth over the last four years. WDX grew 1,563% during this period.
The last video of the series looks at combining humans and machines in Private Banking. Although there are a range of both accelerators and disruptors affecting digital transformation, it is clear that private clients fear the ‘nuclear’ option of their entire portfolio being managed by a machine.
The third video of the series looks at fact access to data and analysis. More specifically, discussing whether addressing the previously unwieldy ‘onboarding’ process been a core part of the private banks’ workload.
The second video of the series looks at the digital solutions available to relationship managers. As private banking shifts from being a supply to demand-driven industry, the days of purely selling products are over, as clients seek relationship managers for advice and to help them meet like-minded wealthy families.
In our recent round table with PWM, we looked at the digital challenges wealth managers are faced with and the importance of overcoming them as an industry. The first video of the series looks at technology as a client acquisition tool.
Money is moving. Unprecedented global uncertainty coupled with the increasingly international nature of high net worth individuals themselves mean that the world’s wealth is constantly shifting.
Britain’s fastest-growing private tech companies were announced in the 17th annual Sunday Times Hiscox Tech Track 100 league table on 10th September 2017.
Video coverage of the WDX & PAM Digital Forum 2017.
WDX has been named a finalist in the 2017 WealthManagement.com Industry Awards in New York. A record number of nominations were submitted this year- nearly 500 entries were received from more than 300 companies- so being named a finalist is quite an accomplishment.
WDX are proud to announce winning the ‘Best CRM Solution’ 2017 for the second year. The company were awarded for their ‘expertise and track record in delivering CRM and client on boarding solutions’.
We have long been warned that there are two certainties in life – death and taxes. However, as the technological revolution has unfolded, a new certainty has emerged: digitisation.
It is fair to say that change has become the norm within financial services today. The last few years have seen businesses invest on multiple levels in understanding the steady stream of regulation we face and then adjusting their propositions and processes to ensure they comply with this.
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.
The results will be discussed by a panel of experts at the 2017 PAM/WDX Digital Forum on 21 June 2017. The Forum is open to attend for wealth managers, private bankers and the like that deal with digital at their firm.
WDX was crowned ‘Best Technology provider- Front Office’ at the 5th Wealthadviser Awards for the second year running.
WDX are looking forward to joining Multrees for ‘A Meeting of Minds Wealth Management & Private Banking’ on 15th June 2017 in London.
WDX will be joining the WealthBriefing MiFID II Summit on Wednesday 24th May 2017.
Are you ready for GDPR? Be prepared or pay the price… Find out who this will affect, what you must do and what will happen if you don’t…
Regtech is a now becoming an increasingly familiar concept within Financial Services, but like an ink blot, it is open to many differing interpretations. It is perhaps best to think of Regtech in the context of its more widely known relation, Fintech
The digitalisation of wealth management will continue and bring benefits to the sector. However the human element will not disappear in the foreseeable future as machines are unable to provide “empathy”…
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.
WDX is joining Rexigon Securities and FNZ for the ‘Are you ready for MiFID II ?’ conference.
As part of our annual digital series, we have been working closely with PAM Insight to explore the shifting landscape of regulation, changing consumer habits and digital transformation and the implications it has had on the wealth management industry.
Launches WDX USA, securing first client and office in Miami
Traditionally, wealth managers have built their businesses on personal relationships, often going back decades and relying on regular face-to-face contact.
With trillions passing between generations each year, the need for a digital paperless process is key to being able to retain and grow AUM.
The regulator expects the industry to be demonstrating trustworthy behaviour in their day to day conduct towards clients.
The right technology is not a nice to have feature, it is now an absolutely essential component.
Client onboarding is a complicated and a commercially sensitive process which cannot be met effectively without appropriate technology.
WDX, one of Switzerland’s foremost Client Management platform providers was, last night, crowned ‘Best CRM System’…
WDX are proud to announce that we have been shortlisted for 5 awards at the Wealthbriefing Swiss Awards 2017.
WDX, one of the Switzerland’s foremost technology providers, has been shortlisted for the WealthBriefing Swiss Awards 2017.
Technology is constantly updating and improving, and in order to remain competitive it is vital to keep pace.
For any firm in the Wealth and Investment Management industry that make their services available via intermediary partners, there is an ongoing effort to drive business with a broader range of firms, and extend relationships further into existing networks.
WDX are proud to be bronze sponsors of this fantastic Marketforce event.
WDX have partnered with FCA authorised firm, Thornbridge Investment Management LLP, as part of an ongoing effort to ensure suitability and conduct risk guidelines are met across their best practice product, WDX ONE, in line with the changing regulations in the industry.
WDX is exclusively co-sponsoring the CEO dinner with WMA and we are also looking forward to being the coffee sponsors for this year’s WMA annual summit for the second year in a row.
There will be discussions around the attitude of wealth management sector towards the cloud for client data…
At its core, onboarding is the process of ﬁnalising a new relationship with a prospective client.
WDX will be hosting an intimate round table with PAM Insight and Accenture to explore digital onboarding with selected industry experts.
For wealth and investment management ﬁrms, the value proposition for leveraging cloud technology affects the entire business.
As the Wealth Management industry continues to advance and integrate new technology, cloud technology has developed as a primary enabler for growing firms to deal with increased regulatory pressure and a demanding client base.
This event will be focusing on fintech and digitalisation, with an exciting agenda filled with many industry leading speakers.
The recent advancements in technology has meant that most firms have started to acquire a more digital approach in their business outlook, however, going ‘digital’ has different meanings for some managers.
In wealth management today, technology is used to compliment customer service but finding the right balance is no easy feat.
At the beginning of 2014, Charles Stanley, one the UK’s largest Wealth Management firms, embarked on a technology program to put superior client outcomes at the centre of their investment management and financial planning business.
This week Goodacre hosted the Systems in the City Awards 2016 at London’s Banking Hall.
Wealth Dynamix are proud to be sponsoring the PAM Digital Survey & Forum 2016.
Since the votes came in and it was announced that Britain has decided to leave the EU, the country has been in a state of shock.
WDX are proud to sponsor team Endeavour, which includes our very own Marketing Manager, Laura Dalziel, to row 23 miles across The Channel for a very worthy cause.
Cloud computing – what does this form of technology mean for the wealth management industry?
The annual Wealth Advisor awards were held last week to recognise excellence among wealth managers and service providers in a range of categories covering the entire wealth management space.
Wealth Dynamix Launch WDX ONE- the First Comprehensive CRM Cloud Solution for Wealth and Investment Managers
We are sponsoring the Goodacre City of London Wealth Management Awards 2016 and we are really looking forward to it!
WDX has been voted Best Technology Provider Front Office for The Wealth Adviser Awards 2016.
Linking in with and following on from our Digital Survey & Forum at the end of last year, we want to look at the important ingredients of the Digital Revolution.
It was a pleasure to be a part of the PAM awards with The Wealth Net this year at The Dorchester, London.
It is a pleasure to be a part of the PAM awards with The Wealth Net this year at The Dorchester, London.
WEALTH MANAGEMENT TECH FIRM WDX REPORTS 115% REVENUE GROWTH, AS DEMAND FOR DIGITAL TRANSFORMATION AND BUSINESS INTELLIGENCE DRIVES TECHNOLOGY INNOVATION IN THE UK WEALTH SECTOR
With 2016 fast approaching so comes also a raft of fresh challenges and opportunities in the wealth industry.
WE will be going to Barcelona to join many others at the Microsoft EU Convergence…
We will be hosting a round table to discuss the future of the wealth management industry along with other industry experts…
We are delighted to annouce that Wealth Dynamix will feature in the inaugural Sunday Times Sage Start-up Track 15, published in The Start-up List 2015 magazine on 15th November 2015, in the Sunday Times digital edition, and on our website from Sunday.
We are really looking forward to being the coffee sponsors for this year’s WMA annual summit!
Come and join us at the WMA Annual Summit…
A firm focusing on CRM systems in wealth management is celebrating a lot of achievements.
Mary Nightingale of ITV News presented awards to the best providers of systems and services…
Wealth Dynamix has been awarded the GoodAccredited Standard for 2015.
Wealth Dynamix were shortlisted at the Wealthbriefing European Awards 2015…
85 percent of the new software being built today is for Cloud…
Conduct Risk regulations are driving critical technological innovation and growth across the UK’s banking and wealth management sectors…
Discretionary wealth manager Ruffer LLP with £19 billion under management, recently went live on Wealth Dynamix’s Customer Relationship Management (CRM) software platform…
The event will feature three panel discussions, offering you a number of opportunities to take part in a range of discussions that best suit the needs of your organisation.
Following a strategic review of its front office operations, UK-based private client investment firm Ruffer has appointed Wealth Dynamix, or WDX, to implement…
Only 25% of wealth management firms had conducted serious conduct risk assessments and only 15% had actually evolved an IT-related strategy to address the issues.
Our groundbreaking Breakfast Briefing, “Harnessing Technology to Tackle Conduct Risk”, is now only two weeks away.
Our ground breaking Breakfast Briefing, “Harnessing Technology To Tackle Conduct Risk” was a great success.
UK regulations about what is called “conduct risk” are driving important innovation in the country’s banking and wealth management industry.