Wealth Dynamix

Insights

Explore our latest Client Lifecycle Management news, insights and thought leadership

Wealth management in the cloud [Report]

14 February 2019

Wealth management in the cloud [Report]

We explore how the evolution of the wealth management market will embrace new, cloud-based technology.

1 min. read

Wealth Dynamix has four wins at the WealthBriefing Swiss awards

11 February 2019

Wealth Dynamix has four wins at the WealthBriefing Swiss awards

Wealth Dynamix secures major four wins at the WealthBriefing Swiss Awards 2019 held at the Hotel President Wilson in Geneva.

3 min. read

Guide to the next generation, bionic advisor [Report]

2 February 2019

Guide to the next generation, bionic advisor [Report]

As wealth management clients expect increasing technological capabilities at the same time that firms seek cost-efficiency, our guide explores the future of the next generation, bionic wealth management advisor.

1 min. read

How a single, integrated CLM solution can help wealth and asset managers [Infographic]

17 January 2019

How a single, integrated CLM solution can help wealth and asset managers [Infographic]

View full article here – Transforming the Client-Advisor Experience: The Holistic Approach

1 min. read

Guide to digital onboarding [Report]

10 January 2019

Guide to digital onboarding [Report]

Our guide explores how a digital onboarding solution for wealth managers can not only help to reduce overall costs but also provide younger clients with a modern, digital experience.

1 min. read

Stay on top of regulatory change – ARE YOU GDPR READY? [Report]

28 December 2018

Stay on top of regulatory change – ARE YOU GDPR READY? [Report]

Firms managing client money must consider the ramifications of GDPR and the role of a wealth management CRM can play for how client data is managed.

1 min. read

Wealth Dynamix is a double winner at Private Banker International Swiss Awards

14 December 2018

Wealth Dynamix is a double winner at Private Banker International Swiss Awards

Private Banker International has announced Wealth Dynamix as the double winners of the 2018 Private Banking Switzerland Awards!

3 min. read

4 disruptions to the wealth management industry [Infographic]

25 October 2018

4 disruptions to the wealth management industry [Infographic]

Take a look at our top 4 technology disruptions to the wealth management industry [Infographic]

1 min. read

Wealth Dynamix and ELCA announce strategic partnership

2 October 2018

Wealth Dynamix and ELCA announce strategic partnership

Exciting news! Read how Wealth Dynamix and ELCA have announced their partnership to drive digitization in the Private Banking sector in Switzerland.

3 min. read

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