The Battle
LinkedIn Live Event: The Battle for Budget – Client Experience Vs Operational Efficiency
06 May, 2020

Register for the ultimate battle: Client Experience takes on Operational Efficiency for the title of No. 1 Wealth Management Technology Investment.

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IT, Client Service, AuM? How to Focus on What Matters Most to You
05 May, 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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EFMA FinTech Friday Interview with Wealth Dynamix
04 May, 2020

Wealth Dynamix CEO Gary Linieres recently spoke to EFMA about wealth management trends, the birth of Wealth Dynamix, and what’s next.

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Intelligent automation
Managing Portfolios in a Pandemic: Why Intelligent Automation Matters Most
29 April, 2020

COVID-19 has confirmed that it is the combination of process automation and intelligent automation that enables wealth managers to optimise client service.

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Webinar: A compliant 360-degree view of your client
28 April, 2020

Register to discover how savvy wealth managers are transforming the compliance and lockdown disruption into an opportunity to strengthen client relationships and add value to their business.

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Wealth Dynamix Named a WealthTech100 Company for its Pioneering and Innovative Approach to Client Lifecycle Management
28 April, 2020

Wealth Dynamix named a WealthTech100 company for the second consecutive year, in a list compiled by financial technology research firm, FinTech Global.

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6 Ways to Transform First Interactions into Trusted Client Relationships
25 April, 2020

How can wealth managers up the ante in nurturing trusted client relationships and deliver impressive client service, from the very first engagement?

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5 Myths
Webinar: 5 mythes à propos de la gestion du cycle de vie de la clientèle privée
23 April, 2020

Téléchargez le webinaire pour savoir en quoi consiste vraiment le « CLM » et comment éviter les pièges courants dans ce domaine.

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First interactions
Webinar: Transforming first interactions into trusted client relationships
23 April, 2020

Watch the webinar to discover how innovative wealth managers are leveraging technology to transform first interactions into trusted client relationships.

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Swiss WealthTech
Is Customer Relationship Management (CRM) and Client Lifecycle Management (CLM) the same thing?
20 April, 2020

Client Lifecycle Management (CLM) starts with strategy and business outcomes. If you take a technology approach – it won’t work.

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