Insights

Explore our company news, experiences and insights as we deliver Client Lifecycle Management solutions worldwide!

Webinar: 4 Failsafe Ways To Preserve Client Service When Remote Working

22 June 2020

Webinar: 4 Failsafe Ways To Preserve Client Service When Remote Working

Join our webinar to learn 4 practical tips for working remotely and how to leverage technology to preserve client servicing quality.

1 min. read

Webinar series: Spotlight on…

21 June 2020

Webinar series: Spotlight on…

We talk to wealth management industry experts on addressing new revenue challenges, and what technologies can help embrace the new way of working.

1 min. read

When is a CRM not a CLM? When it’s a core banking system.

19 June 2020

When is a CRM not a CLM? When it’s a core banking system.

The sooner you begin converting data into actionable insights, and presenting it to relationship managers on a single dashboard, the sooner you will have a business that relationship managers are proud to work for, clients are happy to remain with, and competitors want to emulate.

Webinar: Leveraging data to build lifelong client relationships in wealth management

16 June 2020

Webinar: Leveraging data to build lifelong client relationships in wealth management

Watch the webinar replay to discover how innovative wealth managers are leveraging data to build lifelong client relationships.

1 min. read

Webinar: When is a CRM not a CLM? When it’s a core banking system.

4 June 2020

Webinar: When is a CRM not a CLM? When it’s a core banking system.

The most competitive and agile firms are those with seamless front to back office capabilities that ensure compliance, increase operational efficiency and optimise cost-income ratio.

1 min. read

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

21 May 2020

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Wealth Dynamix receives XCelent Overall award for outstanding performance in Celent's Wealth Management Client Onboarding Platforms ABCD Vendor View report.

2 min. read

Webinar: Client Lifecycle Management for Wealth Managers: Transforming your technology & teams

13 May 2020

Webinar: Client Lifecycle Management for Wealth Managers: Transforming your technology & teams

Getting Client Lifecycle Management (CLM) right can be challenging… but it doesn’t have to be.

1 min. read

Webinar: A compliant 360-degree view of your client

7 May 2020

Webinar: A compliant 360-degree view of your client

How are savvy wealth managers transforming the compliance and lockdown disruption into an opportunity to strengthen client relationships and add commercial value to the business?

3 min. read

IT, Client Service, AuM? How to Focus on What Matters Most to You

5 May 2020

IT, Client Service, AuM? How to Focus on What Matters Most to You

The most competitive and agile firms are those with seamless front to back office capabilities that ensure compliance, increase operational efficiency and optimise cost-income ratio.

3 min. read

Load More