Tags Wealth Dynamix

Tag: Wealth Dynamix

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.

Wealth Dynamix level up its partnership with Microsoft to strengthen its...

Microsoft has recognised Wealth Dynamix, the WealthTech company, as its latest Business Applications ISV Connect partner.

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