Wealth Dynamix
Explore our latest Client Lifecycle Management news, insights and thought leadership
14 February 2019
We explore how the evolution of the wealth management market will embrace new, cloud-based technology.
1 min. read
11 February 2019
Wealth Dynamix secures major four wins at the WealthBriefing Swiss Awards 2019 held at the Hotel President Wilson in Geneva.
3 min. read
2 February 2019
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
17 January 2019
View full article here – Transforming the Client-Advisor Experience: The Holistic Approach
1 min. read
10 January 2019
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
28 December 2018
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
14 December 2018
Private Banker International has announced Wealth Dynamix as the double winners of the 2018 Private Banking Switzerland Awards!
3 min. read
25 October 2018
Take a look at our top 4 technology disruptions to the wealth management industry [Infographic]
1 min. read
2 October 2018
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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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.