Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
25 June 2022
Webinar: Building an Effective Business Case for WealthTech CLM
A transformation tsunami is taking place within the wealth management sector in order to provide a far superior experience for their clients, while benefitting from a dramatic increase in efficiency across the lifecycle of a customer.
1 min. read
23 June 2022
Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers
Using a handful of typical use case throughout the client lifecycle, the benefit calculator gamifies business case generation by allowing firms to generate the likely benefits of to a digital-first CLM platform - all reflected in terms of revenue in, or costs out of the firm.
3 min. read
22 June 2022
eBook: Building an Effective Business Case for WealthTech CLM – 6 Steps to Success
With over a decade of experience supporting Private Banks for Wealth Management firms develop their business case for WealthTech transformation we’ve discovered that there are many unique undertakings associated with building an effective business case across the client lifecycle.
3 min. read
16 June 2022
WealthTech Matters – The Adviser: How to innovate and adapt in a time of rapid change
The recent WealthTech Matters event at The Aon Centre in London’s iconic Leadenhall Building couldn’t be more relevant for firms seeking to improve their processes, client experience and profitability through technology.
5 min. read
14 June 2022
Webinar: Reshaping the onboarding experience in wealth management
Whether you are considering your options or already underway with your own digital transformation of the onboarding process – check out the video to see if you’re on track for success.
1 min. read
13 June 2022
Risk management in the client digital lifecycle experience: helping to make sanctions work
The intent within the sanctions program has introduced for the first time the type of targeting of individuals and entities that draws on big data, relational science, and artificial intelligence.
5 min. read
7 June 2022
Wealth Dynamix now powers four of the best wealth managers for ultra-high net worth individuals in the world
Wealth Dynamix today announces that they are currently providing fully digitalised Client Lifecyle Management (CLM) solutions for the four companies with the top performing wealth managers in the world.
3 min. read
26 May 2022
Wealth Dynamix partners with Unblu putting clients at the centre of digital strategy
We have partnered with Unblu to integrate our secured conversational multi-channel platform to our Client Lifecycle Management solutions offering new ways of engaging with HNW end-clients.
3 min. read
23 May 2022
The External Asset Manager: is your CLM ready for that sales channel?
Across Europe, the rise of the External Asset Manager is a trend that couples huge potential gains with added complexity for banks’ and wealth management firms’ Client Lifecycle Management (CLM).
3 min. read
