Tag: Wealth Dynamix

In a world that is becoming ever-more globalised, the need and use of data is becoming central to establishing yourself as bigger and better than the rest.

While the digitisation of the client journey had already begun prior to Covid-19, the pandemic has sped up the process dramatically.

A blogpost by Wealth Dynamix has provided a review of a Financial Conduct Authority (FCA) keynote speech on how to strike the right balance between privacy and client services.

Wealth managers might not be aware, but there is a revolution underway in how they handle customer journeys. Traditionally a firm has used a customer relationship management (CRM) solution to track engagements, but this is being made redundant by the better equipped client lifecycle management (CLM) solutions.

A research report by Wealth Dynamix and Compeer has provided insights into how front office professionals view the client lifecycle management process.

The Covid-19 pandemic transformed the wealth management sector and firms are looking to accelerate their digitalisation efforts to stay competitive. Wealth Dynamix has outlined an easy six step guide to support a firm’s digitalisation effort.

Client lifecycle management solution developer Wealth Dynamix has joined the latest accelerator cohort of the Mayor’s International Business Programme.

As the WealthTech sector continues to grow at a rapid rate, FinTech Global has named the 100 most innovative companies in the space, as part of its third annual WealthTech100 list.

The coronavirus crisis has made it near impossible to meet new clients face to face, which is why technology is playing an increasingly important role in the process of managing customer relationships.

Client lifecycle management solution Wealth Dynamix will help to digitise the onboarding functions of an unnamed French independent private bank, as part of a new partnership.