Tag: Wealth Dynamix

Why data is the golden currency

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.

Does digitisation pose a threat to customer loyalty?

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

How to strike the balance between privacy and client services

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.

A revolution is happening in relationship management, but why should wealth...

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.

What do wealth managers really think of life in the front...

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

Wealth Dynamix offers a six step guide to future-proofing advisors

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.

Wealth Dynamix joins Mayor’s International Business Programme to support international growth

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

Third annual WealthTech100 list reveals the world’s most innovative WealthTech companies

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.

Three ways technology has proven essential for client management during Covid-19

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.

Wealth Dynamix to help French private bank improve onboarding

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.

Download the free AIFinTech100 report

FREE

Download the AIFinTech100 report for 2023 with details on each solution

120,000+ FinTech leaders get exclusive industry stories delivered every week