Transforming Client Lifecycle Management with AI-driven WealthTech
19 November, 2019

I recently moderated a panel discussion at the Automation and Innovation in Wealth Management conference in London. Featuring renowned industry experts…

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Global Expansion and Product Innovation Cap Seventh Growth Year in a Row for Wealth Dynamix
06 November, 2019

London, UK, November 6, 2019 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has announced its seventh…

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Wealth Dynamix reaches a new Linkedin milestone
02 August, 2019

Team Wealth Dynamix is delighted to have reached a new outstanding LinkedIn milestone – we have 1000+ followers on our LinkedIn…

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why clients are unhappy
Why clients are unhappy – and three ways to fix it
23 July, 2019

Lack of personalisation and disengaged clients Buried inside recent research from Deloitte was a rather pessimistic proclamation for European wealth managers…

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Best CRM
Wealth Dynamix crowned best wealth management CRM solution for third year
17 July, 2019

Leading suppliers of services and systems for the regulated investment sector were confirmed at the annual Systems in The City Awards…

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CLM solution provider
Wealth Dynamix expands global offering in wake of exponential growth
16 July, 2019

Wealth Dynamix, a leading CLM solution provider expands global offering and today announced highlights of its strong first half of the year,…

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exponential growth
Wealth Dynamix étend son offre globale dans le sillage d’une croissance exponentielle
16 July, 2019

Wealth Dynamix, leader mondial dans le domaine du Client Lifecycle Management (CLM), vient de dévoiler les points forts d’un bilan demi-annuel…

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Client management
An overview of the WDX1 Manage solution
01 July, 2019

An overview of the WDX1 manage solution TAILOR CLIENT CONVERSATIONS, INCREASE RETENTION AND AUM, DRIVE EFFICIENCY WITH THE WDX CLIENT MANAGEMENT... Read More
Client onboarding
An overview of the WDX1 Onboard solution
01 July, 2019

An overview of the WDX1 onboard solution ENHANCE ADVISOR PRODUCTIVITY, EMPOWER YOUR CLIENTS, ENSURE COMPLIANCE WITH OUR CLIENT ONBOARDING MODULE Provide... Read More
Client Engagement
An overview of the WDX1 Engage solution
01 July, 2019

An overview of the WDX1 Engage solution ATTRACT PROSPECTS, ENGAGE CLIENTS, ASSIST ADVISORS WITH THE WDX1 CLIENT ENGAGEMENT MODULE Increase prospect... Read More