Stay on top of regulatory change – ARE YOU GDPR READY? [Report]

Firms managing client money must consider the ramifications of GDPR and the role of a wealth management CRM can play for how client data is managed.

Share

In this guide you will find out:

Read about the steps needed for wealth managers to comply with the latest personal data legislation, GDPR

  • GDPR is a very important piece of legisltion to understand
  • If you are dealing with private individuals then you need to comply
  • We outline the steps to take to ensure compliance and best-practice
  • Technology can play a key role in adherence, automation and data storage

About this guide

Wealth and Investment Management firms must consider the ramifications of this regulatory change on how client data is managed in a relationship-driven industry.

Dominic Snell - Chief Product Officer at Wealth Dynamix

Wealth and Investment Management firms must consider the ramifications of this regulatory change on how client data is managed in a relationship-driven industry.

Dominic Snell

Director of Consulting

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.

Access the resource
via the form below

LATEST INSIGHTS

Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

21 March 2024

Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions for private banks and wealth managers, announced Luna Investment Management as a new client as part of our partnership with Third Financial.

3 min. read

Navigating the challenges of scaling through technology

19 March 2024

Navigating the challenges of scaling through technology

Avoid buyer’s remorse with an upfront analysis of the challenges of modernising your technology stack for greater scalability. Join us as we unpack the issues and give you some pointers.

5 min. read

Scaling profitably – The wealth management technology blueprint

15 March 2024

Scaling profitably – The wealth management technology blueprint

Profitable, sustainable growth can transform your wealth management firm. With the aid of our consultants’ insights, discover how to achieve it through technology that provides the right fit for your needs.

5 min. read

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding