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 Award
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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Compliant 360
Webinar: A compliant 360-degree view of your client
07 May, 2020

How are savvy wealth managers transforming the compliance and lockdown disruption into an opportunity to strengthen client relationships and add commercial value to the business?

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CEO Award
Wealth Dynamix CEO Gary Linieres Recognised for Exceptional Leadership by CEO Today Magazine
07 May, 2020

Dedicated to recognising exceptional leadership, the CEO Today United Kingdom awards celebrate Britain’s most successful CEO’s and entrepreneurs.

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DreamQuark
Spotlight on… DreamQuark
06 May, 2020

In the first of our “Spotlight on…” webinar series, we debate the role of artificial intelligence (AI) in wealth management with DreamQuark.

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