Insights

Explore our company news, experiences and insights as we deliver Client Lifecycle Management solutions worldwide!

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Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

4 August 2021

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"

2 min. read

Fintech Innovation Network – spotlight on Wealth Dynamix

28 July 2021

Fintech Innovation Network – spotlight on Wealth Dynamix

Watch FIN's interview with our Product Strategy Director Dominic Snell discussing digitisation of client lifecycle management in wealth management.

1 min. read

Be transparent to build trust

22 July 2021

Be transparent to build trust

Trust and service are the lifeblood of every client-advisor relationship. When trust is lost, clients walk and referrals drop. But how is trust built?

3 min. read

Four ways to demonstrate diversity and inclusion in marketing content

20 July 2021

Four ways to demonstrate diversity and inclusion in marketing content

Companies who exclude customers – consciously or unconsciously – do so at their peril. With so much hanging in the balance, how can wealth managers demonstrate diversity and inclusion across marketing content?

4 min. read

How can wealth managers leverage data to drive relevance?

13 July 2021

How can wealth managers leverage data to drive relevance?

Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.

4 min. read

Three strategies to attract new clients in wealth management

6 July 2021

Three strategies to attract new clients in wealth management

What’s driving people away from traditional wealth managers towards digital-first firms? Industry experts offer their strategic solutions.

10 min. read

Servitisation – backed by data-driven hyper-personalisation

2 July 2021

Servitisation – backed by data-driven hyper-personalisation

Data-driven hyper-personalisation must be used intelligently, to avoid inaccurate assumptions and boost relevance.

7 min. read

Eliminate duplicate data, at all costs

30 June 2021

Eliminate duplicate data, at all costs

When data capture goes wrong, what is the impact on client experience, quality of service and operational efficiency?

6 min. read

Wealth Dynamix Selected to Join Mayor’s International Business Programme, an Accelerator Programme That Helps UK Scale-up Firms Go Global

28 June 2021

Wealth Dynamix Selected to Join Mayor’s International Business Programme, an Accelerator Programme That Helps UK Scale-up Firms Go Global

Aided by the support and advice received through the programme, Wealth Dynamix will continue its international expansion.

3 min. read

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