Remote working
E-book: 4 Failsafe Ways To Preserve Client Service When Remote Working
01 June, 2020

Discover how whilst working remotely, wealth managers can leverage technology to preserve client servicing quality and operational efficiency throughout the client lifecycle.

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core banking
Webinar: When is a CRM not a CLM? When it’s a core banking system.
29 May, 2020

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.

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hubbis report
Research Report: Empowering the Relationship Manager – Their Role in the Future of Wealth Management in Asia
29 May, 2020

Get the report for research and insights into how relationship managers must evolve to succeed amid increased competition and unprecedented change.

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Relationship Manager
The Future of Your Business Lies in Your Relationship Managers’ Hands
27 May, 2020

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.

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Celent
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
21 May, 2020

Wealth Dynamix receives XCelent Overall award for outstanding performance in Celent’s Wealth Management Client Onboarding Platforms ABCD Vendor View report.

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client view
The 360-degree client view: the whole is (much) greater than the sum of the parts
20 May, 2020

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?

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heart data
3 Ways to Stabilise your Wealth Management Business by Delving into Data
14 May, 2020

3 ways wealth management firms can leverage data more effectively and prepare for the vastly different post-COVID world that lies ahead.

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Orchestra replay
Video: Client Lifecycle Management for Wealth Managers, transforming your technology and teams
14 May, 2020

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.

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CLM Orchestra
Webinar: Client Lifecycle Management for Wealth Managers: Transforming your technology & teams
13 May, 2020

Getting Client Lifecycle Management (CLM) right can be challenging… but it doesn’t have to be.

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Capita
Capita Partners with Wealth Dynamix for Best in Class Client Lifecycle Management
11 May, 2020

Wealth Dynamix and Capita partner to incorporate Client Lifecycle Management within digital transformation deployments for private banks and wealth and asset management firms.

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