WealthTech Insights
Wealth Dynamix
CRM, CLM & Onboarding solutions for private banks & wealth management firms
Stay ahead of the curve for the year 2023 by keeping yourself updated with the key news, insights and thought leadership.
Wealth Dynamix's Recap of 2022
Wealth Dynamix turned 10!
This year we celebrated 10 years supporting wealth and asset management firms tackling challenges such as the changing regulatory landscape, increasing client expectations, broader asset classes, servicing next gen client and the looming intergenerational wealth transfer.
Find out how you can win by downloading our latest eBook: “10 Reasons to Choose Wealth Dynamix”.
Wealth Dynamix launched first simplified Client Lifecycle Management Benefit Calculator for Wealth Managers
The benefit calculator - the first of its kind - gamifies business case generation by allowing firms to generate the likely benefits of migrating to a digital-first CLM platform – all reflected in terms of revenue in, or costs out of the firm.
If you are contemplating a digital WealthTech transformation in 2023, our dedicated webpage to Building an Effective Business Case provides a range of supporting material - why not check it out?
Awards achieved in 2022
Wealth Dynamix were proud to receive two WealthBriefing Awards in the APAC region - Best Digital Offering and Best CLM, and Best CLM Solution - UK at the Wealth & Finance International Fund Awards.
Furthermore, Gary Linieres won 2 awards for the Best CEO and Co-Founder in the Finance Today M&A Awards and Corporate America Awards.
Lastly, we were also shortlisted for WealthTech of the Year at UK FinTech awards and the Growing Business Awards sponsored by Santander .
Banco Sabadell, Miami Branch Extended Partnership with Wealth Dynamix
In July 2022, Banco Sabadell , Miami Branch and Wealth Dynamix extended their working partnership for a further five years, heralding a decade-long commitment to the delivery of end-to-end client lifecycle management for High Net Worth and Ultra High Net Worth individuals.
Our product, WDX1 fully supports Banco Sabadell's goals by delivering a digital end to end experience for client engagement, client on-boarding and CRM that enhances the productivity of relationship managers as well as operations and compliance specialists.
Mirabaud launched Digital Transformation Programme and chooses Wealth Dynamix & Temenos for its wealth management services
In April 2022, Mirabaud Group , the oldest Private Bank in Switzerland chose Wealth Dynamix and Temenos to deliver their digital transformation programme. Mirabaud see this as a clear demonstration of their dedication to their clients, positioning themselves as a leading partner for today - and the generations to come.
Wealth Dynamix partnered with Unblu to put clients at the centre of digital strategy
We partnered with Unblu Inc. in May 2022 to integrate their secure conversational multi-channel platform into Wealth Dynamix's CLM solutions.
Wealth managers can now interact with their HNW clients via their preferred channels in real time through client 360 dashboards, exchanging documents and information in a secure CLM environment.
Recommended by LinkedIn
Are you ready for your digital transformation projects in 2023?
eBook: Building an Effective Business Case for WealthTech CLM – 6 Steps to Success
With over a decade of experience supporting Private Banks and Wealth Management firms develop their business case for WealthTech transformation we’ve discovered that there are many unique undertakings associated with building an effective business case across the client lifecycle.
Our Six Steps to Success eBook walks you through the business case process logically, from gaining strategic alignment across your organisation to identifying the core obstacles and scoping benefits accurately.
Whitepaper: Defining Onboarding
Onboarding is the perfect opportunity to provide a new client with a first-class experience – but for many it feels like an exceedingly protracted and purely transactional data-gathering exercise.
It's a must-read for banks or wealth management firms seeking to optimise this process for greater efficiency, differentiation and improved compliance. Our whitepaper offers a candid look at the pitfalls and the opportunities represented by the onboarding process. Get it right, and you set the relationship on the right footing. Get it wrong, and you’ve potentially lost your client’s confidence.
Wealth Dynamix can onboard clients in less than a day, to find out how, download our whitepaper.
Industry Insights
Drivers, opportunities, and risks shaping the wealth industry in 2023 - Capgemini
The wealth industry's customers are demanding a wider array of investment options and an improved, seamless service experience.
Relationship managers are being empowered by access to real-time data, streamlined workflows, multichannel and digital tools.
Read Capgemini’s Wealth Management Top Trends 2023 to gain insights into actions industry players will take in the coming year and beyond.
How digital, social, and regulatory shifts will transform the industry - ThoughtLab
To succeed in a transformed marketplace after the pandemic, wealth and asset management firms will need to revise their thinking about customers and switch from a product-centric to a customer-centric approach. That will require firms to reimagine their client segmentation and go-to-market strategies, as well as their range of products, services, and pricing models.
Crucially, firms will need to kick their digital transformation programs into high gear, while finding the ideal calibration between a high-tech and a high-touch approach. Wealth and asset management firms that embrace digital transformation increase their productivity by 13.8%, AUM by 8.1%, and revenue by 7.7%.
Thank you for reading. Please contact us at connect@wealth-dynamix.com for any questions or comments.
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