Fintech Innovation Network – spotlight on Wealth Dynamix

In a recent interview with Fintech Innovation NetworkDominic Snell, Product Strategy Director for Wealth Dynamix, shared his insights on how firms can digitise the entire client lifecycle within wealth management, from client acquisition and onboarding through to ongoing relationship management and client servicing.

Catch up on all the action below.

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Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

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The link between compassion and technology for wealth managers

26 August 2021

The link between compassion and technology for wealth managers

From client sentiment to communication, we look at the business relevance of compassion in wealth management and the role of technology as an enabler.

3 min. read

Making time to deliver value-added client service in wealth management

19 August 2021

Making time to deliver value-added client service in wealth management

To increase the value of your client service, relationship managers need more time and actionable insights to foster trusted client relationships.

3 min. read

How can you manage compliance more effectively in wealth management?

11 August 2021

How can you manage compliance more effectively in wealth management?

Wealth management advisors are investment management experts, not compliance administrators – and it needs to remain that way.

3 min. read

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