leveraging data
Webinar: Leveraging data to build lifelong client relationships in wealth management
16 June, 2020

Watch the webinar replay to discover how innovative wealth managers are leveraging data to build lifelong client relationships.

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Long winding road
Client service in wealth management: few second chances in a crisis
16 June, 2020

Wealth managers must revise their vision for the future, bringing it to life with a deep-rooted understanding of the complete client journey and an informed view of their expectations, through every phase of the client lifecycle.

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WealthBriefing CRM Award
Wealth Dynamix Wins WealthBriefing Asia Best CRM Award for Second Consecutive Year
15 June, 2020

Judges cite innovative application of Customer Relationship Management and a pioneering approach to Client Lifecycle Management as key differentiators for Wealth Dynamix.

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Connective
Connective and Wealth Dynamix join forces to eliminate signatory challenges throughout the digital client journey
09 June, 2020

The combination of Wealth Dynamix and Connective facilitates digital transformation by eliminating manual, paper-based signature processes, which are inefficient, error-prone, and in many cases impractical.

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Azqore webinar
Webinar: When is a CRM not a CLM? When it’s a core banking system.
04 June, 2020

The most competitive and agile firms are those with seamless front to back office capabilities that ensure compliance, increase operational efficiency and optimise cost-income ratio.

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Azqore
Wealth Dynamix and Azqore Extend Partnership to Deliver Fully Integrated Core Banking with Client Lifecycle Management
02 June, 2020

Wealth Dynamix and Azqore partner to simplify the technology stack, remove key man dependency and significantly reduce cost within wealth management operations.

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APAC RM
New Asia Wealth Management Report: Tech-enabled Relationship Management
02 June, 2020

Learn about the latest research report on how relationship managers must evolve and be equipped to succeed in increased competition and unpredecented change.

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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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