Last year a group of leading wealth managers met in March, September and November to discuss the state of the industry through the lens of the client, the advisor and the wider business.
The timing of the meetings over the course of 2020 created a unique window into their ongoing reactions to the pandemic from both an operational and a technical point of view.
We have compiled their insights in a whitepaper including key learnings through the perspectives of the private client, the advisor and the wider business as well as a look ahead to emerging trends in 2021 and beyond.
The whitepaper examines important questions, such as:
Download the whitepaper now to understand how 2020 reshaped the wealth management industry and the key learnings firms can take moving forward.
1 June 2021
Take a look under the bonnet to understand what wealth managers really think of life in the front office.
1 min. read
14 April 2021
CLMi, the new client lifecycle management solution, enables your wealth management firm to be truly client centric.
2 min. read
5 February 2021
The Wealth Dynamix leadership team reflect on 2020 and share advice for wealth managers looking to differentiate their client service in 2021.
1 min. read