Register now to discover how innovative wealth managers are leveraging technology to transform first interactions into trusted client relationships.
Learn why Wealth Dynamix was chosen by the judges and the key wealth management trends we see in the year ahead.
How can wealth managers connect mission-critical systems and processes to support client acquisition and ever-more sophisticated servicing requirements?
Discover how to orchestrate client lifecycle management to create a productive, cost-effective and revenue generating integrated solution that enriches the client experience.
The fourth video in a series where Antony Bream, MD - EMEA and Americas at Wealth Dynamix discusses how technology is solving challenges around the 3 C's - cost, customer and CRM.
Discover what CLM is, who benefits and how CLM technology is key to minimising operational overheads and empowering staff to create additional value.
In 2020, winning wealth managers will use data to develop more compelling campaigns and deliver more relevant, personalised services that drive AUM growth.
Wealth Dynamix selected for their potential to make a major impact on the financial technology industry in the year ahead.
The combined platform from Wealth Dynamix and Recordsure will substantially increase the effectiveness and reduce the cost of managing client engagements across the entire client lifecycle.
Wealth managers who can avoid being fooled by CLM myths will go on to make the right technology investment decisions for the business.
Wealth Dynamix awarded Best Client Lifecycle Management (CLM) solution at the 5th Annual Asian Private Banker Technology Awards.