Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
4 May 2021
Wealth Dynamix Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency
Wealth Dynamix ranked as one of the world’s leading 100 WealthTech companies for the third consecutive year.
3 min. read
16 April 2021
3 obstacles aux projets d’Onboarding en banque privée
Apprenez à contourner les obstacles grâce à des processus efficaces et efficients qui réduisent les coûts, les délais d’onboarding et améliorent l'expérience du client final.
1 min. read
14 April 2021
Video: What is CLMi?
CLMi, the new client lifecycle management solution, enables your wealth management firm to be truly client centric.
2 min. read
13 April 2021
Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms
CLMi helps relationship managers to prioritise daily work, meet regulatory obligations and facilitate focus on profitable outcomes for clients.
3 min. read
18 March 2021
Continuer à adopter les nouvelles technologies pour donner plus de pouvoirs et d’impact aux conseillers privés
Avec pour objectif la croissance des revenus en 2021, les gestionnaires de patrimoine doivent augmenter la pertinence des points de contact pour sécuriser de nouvelles affaires.
3 min. read
16 March 2021
Wealth Dynamix named as an ‘Enabler’ in new industry rankings aimed at the fast-changing wealth landscape
One of just two ‘Enablers’ within the Market Map, Wealth Dynamix scored most highly on technology and digital enablement.
2 min. read
16 March 2021
Does over-reliance on integrated client lifecycle management systems create any new risks?
We look at the potential new risks and vulnerabilities created by adoption of intelligent client lifecycle management technology.
2 min. read
11 March 2021
Be open to new ways of working that map more effectively onto client journeys
Wealth managers must rethink how they organise teams and functions to align with client journeys in a more profitable way.
3 min. read
10 March 2021
Beyond the pandemic: a new frontier for wealth management
Some of the key takeaways from leading wealth managers on driving digital and the lessons learned from adapting to the pandemic.
3 min. read
