Discover how whilst working remotely, wealth managers can leverage technology to preserve client servicing quality and operational efficiency throughout the client lifecycle.
Join our webinar to discover what best practice CLM looks like, and how to integrate it with your core banking system within a single, unified solution that spans the entire front to back office.
Get the report for research and insights into how relationship managers must evolve to succeed amid increased competition and unprecedented change.
The sooner wealth management executives come to realise that the saviour amid all of this uncertainty is the technology-enabled relationship manager, the better for everyone.
Wealth Dynamix receives XCelent Overall award for outstanding performance in Celent's Wealth Management Client Onboarding Platforms ABCD Vendor View report.
How can wealth managers achieve a 360-degree client view, one place to go to gain oversight of all interactions, activities and transactions relating to every client?
3 ways wealth management firms can leverage data more effectively and prepare for the vastly different post-COVID world that lies ahead.
Learn how quick and easy it is to delight both clients and advisors with client lifecycle management processes that are fully aligned in to one orchestra.
Getting Client Lifecycle Management (CLM) right can be challenging… but it doesn’t have to be.
Wealth Dynamix and Capita partner to incorporate Client Lifecycle Management within digital transformation deployments for private banks and wealth and asset management firms.
How are savvy wealth managers transforming the compliance and lockdown disruption into an opportunity to strengthen client relationships and add commercial value to the business?
Dedicated to recognising exceptional leadership, the CEO Today United Kingdom awards celebrate Britain's most successful CEO's and entrepreneurs.