Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
19 April 2018
Wealth Dynamix appoints Chief Revenue Officer to spearhead international expansion
WDX has appointed Niklas Lindberg as Chief Revenue Officer, with immediate effect. Niklas has more than 20 years’ experience within the technology industry.
3 min. read
18 April 2018
Evolution or revolution? The experts’ view on GDPR (part 2)
Part two report on the experts view on GDPR & the scope of this far-reaching regulation and the best ways of instilling this in house.
9 min. read
17 April 2018
Evolution or revolution? The experts’ view on GDPR (part 1)
Part one report on the experts view on GDPR & the scope of this far-reaching regulation and the best ways of instilling this in house.
9 min. read
9 February 2018
Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards
Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards. The awards dinner was held at Geneva.
3 min. read
5 January 2018
Wealth Dynamix recognised in two Gartner Banker’s guides on Wealth Management
We are recognised as a representative provider by Gartner for two of their Banker’s guides: Front-Office Systems and Mid- and Back-Office Systems.
3 min. read
14 December 2017
Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Switzerland Awards
Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Swiss Awards 2017.
3 min. read
17 November 2017
Wealth Dynamix ranked in the 2017 Deloitte Technology Fast 50
Wealth Dynamix attributes its revenue growth and the positive change in attitude toward technology in the Wealth and Investment Management industry.
3 min. read
31 October 2017
5 reasons wealth managers need to implement digital onboarding
We cover the top 5 reasons as to why companies should consider implementing a digital onboarding process and how it can benefit in the long run.
1 min. read
![FT PWM Series: How humans and technology can work together in private banking [Video]](https://wealth-dynamix.com/wp-content/uploads/2017/10/how-humans-and-technology-can-work-together-in-private-banking-705x470-550x320.jpg)
20 October 2017
FT PWM Series: How humans and technology can work together in private banking [Video]
The last set of videos for the series that looks at the idea of combining humans and machines in the Private Banking sector.
3 min. read
