141-145 Curtain Road, London, EC2A 3AR, United Kingdom
Adapt or adopt: two different approaches to client lifecycle management to meet your needs
Wealth Dynamix is a leading provider of Client Lifecycle Management (CLM) technology platforms for the world’s largest private banks, wealth and asset management firms, and mid-size discretionary fund and investment managers. Our mission is to help these firms to grow AUM, streamline operational processes, remain compliant and deliver innovative client service.
Founded in 2012 by wealth management technology experts, Wealth Dynamix is a privately owned company that recognised three key challenges: there is too much friction and inefficiency throughout the client lifecycle, compliance is an ongoing trial and digitising the client journey takes time and specialist expertise to get right. Wealth Dynamix was born out of a desire to solve these challenges with intelligent technology, to orchestrate journeys throughout the client lifecycle and significantly enrich client experience.
Our multi-award-winning digital CLM platforms, which can be deployed on-premise or in the cloud, enable wealth managers to optimise cost-to-income ratio by managing all phases of the end-to-end client lifecycle more efficiently and effectively: from initial client engagement, acquisition and onboarding through to ongoing relationship management and client service.
All Wealth Dynamix clients want a best-in-class CLM platform that streamlines the end-to-end client journey, helps achieve AuM growth and ensures compliance, but we recognise that no two clients are the same. Some want to adopt their CLM solution quickly, out-of-the box with no bespoke customisation; others need an adaptable solution that can be tailored to individual requirements and integrated with complex pre-existing IT infrastructures.
Wealth Dynamix offers two CLM options to meet specific customer requirements:
Headquartered in the UK, Wealth Dynamix has offices and clients in three continents and is the recognised global leader in end-to-end CLM.
Business Process Management & Outsourcing, Client Communications & Reporting, Client Engagement & Management, Client Marketing & Prospecting, Client Onboarding & Identity Verification
17/04/2020
Technology Evaluation & Selection, Technology Implementation & Management, Technology Strategy & Consulting
28/03/2022
Client Engagement & Management, Client Onboarding & Identity Verification, Digital Platforms & Tools
12/04/2021
Business Intelligence & Practice Management, Business Process Management & Outsourcing, Client Engagement & Management, Client Onboarding & Identity Verification, Digital Platforms & Tools
08/04/2021
Client Engagement & Management, Client Onboarding & Identity Verification, Data Management & Analysis
24/02/2021
Client Engagement & Management, Technology Strategy & Consulting
25/06/2020
Business Process Management & Outsourcing, Client Engagement & Management, Client Onboarding & Identity Verification
18/06/2020
Client Engagement & Management, Technology Strategy & Consulting
18/06/2020
Business Process Management & Outsourcing, Client Onboarding & Identity Verification
25/02/2020
Business Process Management & Outsourcing, Client Onboarding & Identity Verification
18/02/2020
Business Process Management & Outsourcing, Client Engagement & Management
11/02/2020
Business Process Management & Outsourcing, Digital Platforms & Tools
04/02/2020
Client Engagement & Management, Client Onboarding & Identity Verification
28/01/2020
Client Engagement & Management, Client Onboarding & Identity Verification
14/01/2020
Client Engagement & Management, Compliance & Regulation
05/08/2019
Business Process Management & Outsourcing, Client Onboarding & Identity Verification
29/07/2019
Client Engagement & Management, Client Marketing & Prospecting
22/07/2019
Client Engagement & Management, Client Marketing & Prospecting
04/06/2019
Business Process Management & Outsourcing, Client Engagement & Management
23/05/2019
As a leading provider of intelligent Client Lifecycle Management (CLM) solutions Wealth Dynamix digitises and orchestrates the entire client lifecycle: from client acquisition and onboarding through to ongoing relationship management and client servicing.
Wealth Dynamix have a global presence with offices across UK, Switzerland, France, Lithuania, USA and Singapore.
19th May 2023
We all know when we have an “A-HA!” moment. That perfect time when everything comes together. We suddenly understand that complex problem we have been grappling with. The clouds part...
Client Engagement & Management Digital Platforms & Tools
16th May 2023
Investment platform Third Financial (Third) has launched a market-leading integration with Wealth Dynamix (WDX), as it continues its campaign against fragmented technology in the wealth management and advice sector. Third’s two-way...
Business Establishment & Support Services Client Engagement & Management
12th May 2023
Wealth Dynamix, a leading provider of client lifecycle management platforms for private banks and wealth management firms, has announced the appointment of Steve D’Souza as Sales Manager. In this role, Steve...
Client Communications & Reporting Client Engagement & Management
7th March 2023
For this piece, we talk to Benjamin Labrousse, Pre-Sales Consultant, and Darell Miller, Managing Director APAC at Wealth Dynamix, about hybrid servicing and its role in cost reduction and client retention. Please introduce...
6th March 2023
Wealth Dynamix is a leading provider of client lifecycle management platforms for private banks and wealth management firms. These span through all stages of the client lifecycle, from engaging with...
Business Intelligence & Practice Management Client Engagement & Management
24th February 2023
Digitisation has become prevalent, an expectation even! Many wealth managers now find themselves scrambling to adapt to this changing environment in a bid to remain competitive and retain clients. Aside...
Business Process Management & Outsourcing Client Engagement & Management
2nd February 2023
Across Europe, the rise of the External Asset Manager (EAM) – otherwise known as Financial Intermediary Managers (FIMs) – is a trend that couples huge potential gains with added complexity...
Business Intelligence & Practice Management Business Process Management & Outsourcing
1st February 2023
This acquisition of a majority stake is an extension of the collaboration initiated in 2019 between Indosuez, its subsidiary Azqore, which specialises in the outsourcing of information systems and the...
14th December 2022
About this talk The complex world of high-net-worth and ultra-high-net-worth wealth management is embracing a new model of supporting its customers. By augmenting traditional human relationship managers with a more personalised...
Business Intelligence & Practice Management Business Process Management & Outsourcing
30th November 2022
As the group debated the forces driving the ‘digital tsunami’ in wealth management and best practices concerning the formulation of a water-tight business case, three key themes emerged. Insight 1: The client remains the King over technology disruption The opening discussions highlighted the evolution...
Business Intelligence & Practice Management Business Process Management & Outsourcing
14th November 2022
Asia Pacific’s wealth management industry is growing rapidly. It is home to around 15 million High Net-Worth individuals (HNWIs), the second biggest concentration in the world after North America, according...
Business Intelligence & Practice Management Business Process Management & Outsourcing
2nd November 2022
We are delighted to introduce two new faces here at Wealth Dynamix - Darell Miller as Managing Director APAC, and Urs Christian Eugster-Schnell as Commercial Director Europe (DACH). Darell Miller has...
Business Intelligence & Practice Management Business Process Management & Outsourcing
31st October 2022
Managing all aspects of a client lifecycle is a complex process in a wealth management setting, and it is becoming progressively more so. So how can private banks and wealth...
22nd August 2022
Done well, onboarding makes for better efficiency which in turn, drives profitability. The objective is to optimise the ‘right firsttime’ rate across the onboarding process, thus avoiding rework. Getting it...
12th July 2022
London, 12 July 2022. Wealth Dynamix today announces Banco Sabadell, Miami Branch and Wealth Dynamix, have extended their working partnership for a further five years, heralding a decade-long commitment to...
23rd June 2022
Using a handful of typical use case throughout the client lifecycle, the benefit calculator gamifies business case generation by allowing firms to generate the likely benefits of migrating to a...
16th June 2022
The recent WealthTech Matters event at The Aon Centre in London’s iconic Leadenhall Building couldn’t be more relevant for firms seeking to improve their processes, client experience and profitability through...
7th June 2022
As the ONLY end-to-end CLM provider for Wealth Managers, Wealth Dynamix takes CLM to unchartered territories. The Wealth Dynamix solution adds intelligence to client data. This empowers advisors to make...
26th May 2022
During the client prospecting, onboarding or every day life processes, customers will be able to receive real time advice through Unblu’s messaging, video, voice, and collaboration tools. Unblu allows the...
23rd May 2022
Across Europe, the rise of the External Asset Manager (EAM) – otherwise known as Financial Intermediary Managers (FIMs) – is a trend that couples huge potential gains with added complexity...
Client Onboarding & Identity Verification
18th May 2022
Onboarding and the associated systems, processes and people are at the heart of the client relationship and represent a key priority for every wealth management firm. Increasingly, wealth management firms are...
25th April 2022
Pushing ahead its highly regarded entrepreneurial and passionate team to the next level of client servicing with the adoption of enhanced digital front and back-office capabilities, the step presents an...
Software Development & Management
13th April 2022
When organised correctly, the process of onboarding can enable a wealth firm to maximise efficiency in order to drive profitability. The objective is to optimise the ‘right first time’ rate...
Client Marketing & Prospecting Client Onboarding & Identity Verification
13th April 2022
The traditional view of onboarding is to take an unknown client that is not active with any of the firm’s products and guide them through all the necessary steps from...
Client Communications & Reporting Client Engagement & Management
13th April 2022
Whilst client onboarding is the most focused and concentrated sequence of interactions between a client and a wealth firm, it is not unique - the interface extends across the entire...
Technology Strategy & Consulting
11th April 2022
Year in review What would you highlight as the main technology themes for the wealth management sector in 2021? Client-facing tools were the main focus in 2021. We saw the emphasis shift...
Digital Platforms & Tools Technology Strategy & Consulting
30th March 2022
The Wealth Dynamix team relish the chance to mingle with movers and shakers keen to forge ahead to meet the rising expectations of their clients. And so, we were excited...
Client Engagement & Management Client Onboarding & Identity Verification
29th March 2022
As always, and as one would imagine, the region was lively and bustling, filled with financial innovators and brimming with potential. Like the philosophy of Sheikh Zayed, I believe wholeheartedly that...
Client Engagement & Management Digital Platforms & Tools
28th March 2022
This is just one of 7 myths outlined in our e-book, ‘7 Myths About Client Lifecycle Management (CLM)’. In wealth management out-of-the-box software is rarely considered a viable option. This is perhaps...
Technology Evaluation & Selection Technology Implementation & Management
28th March 2022
In this session from our WealthTech 2022 project, Stephen Wall, Founder of The Wealth Mosaic, spoke with Dominic Snell, Director of Product Strategy at Wealth Dynamix, to discuss what they...
Client Engagement & Management Client Onboarding & Identity Verification
24th March 2022
This is just one of 7 myths outlined in our e-book, ‘7 Myths About Client Lifecycle Management (CLM)’. Few wealth managers are still questioning the value of digital tools. However, many still...
Client Engagement & Management Client Onboarding & Identity Verification
22nd March 2022
Over the last couple of years, wealth management has seen so many profound shifts in client expectations and digital transformation that a new set of myths has emerged. The pandemic...
Data Feeds & Information Sources Data Management & Analysis
9th March 2022
How is data being used in the wealth management sector today and what benefits are you seeing? Also, what improvements do you expect to see in the future in wealth...
Data Management & Analysis Digital Platforms & Tools
2nd March 2022
As APAC’s investment industry gathers momentum, it’s time for the region’s wealth managers to embrace technology in pursuit of a truly omnichannel experience. Despite the pandemic, Wealth Management firms in Asia...
Client Engagement & Management Client Onboarding & Identity Verification
2nd March 2022
In 2019, the Swiss Banking Association did something unprecedented. It advised banks to embrace Cloud technology. This was head-turning for several reasons. A shift in culture, a prioritization on tech,...
Business Strategy & Advisory Technology Evaluation & Selection
22nd February 2022
As we move into a new year, I have not one but three predictions. A result, perhaps, of the tremendous amount of flux and momentum evident across the financial sector: More...
Data Feeds & Information Sources Data Management & Analysis
15th February 2022
Last year, my recommendations centred on the need to digitise business-critical functions as wealth management firms experienced a tipping point for technology adoption. This year – as firms evolve or...
Client Engagement & Management Client Marketing & Prospecting
8th February 2022
Wealth Management has been revolutionised by digitisation, yet digital services are no longer a differentiating factor: they are everywhere you turn. Technology is so ingrained and integral to modern working...
Client Engagement & Management Client Marketing & Prospecting
1st February 2022
Digitisation within wealth management - previously pushed by the business - is now being pulled by the demands of the consumer. The result? A need to rethink and reinvent the...
Compliance & Regulation Data Management & Analysis
18th January 2022
In a November keynote speech from the FCA delivered by Jessica Rusu, the responsibilities of those within financial services were underlined. Describing a threat landscape shaped by new consumers flocking to ‘high-risk markets and products’ such as cryptocurrencies...
Compliance & Regulation Data Feeds & Information Sources
17th January 2022
Data capture is a perpetual endeavour for any wealth management firm, but the real challenge lies in extracting meaningful insight from it. This is the challenge facing the modern-day wealth manager, caught up in an age of ever-expanding data and all the responsibility and risk that it brings. From tackling thorny...
Data Management & Analysis Technology Strategy & Consulting
10th January 2022
Welcome to the next episode in The Wealth Mosaic’s podcast series on all things technology in wealth management, the WealthTech Spotlight. Today our co-founder Stephen Wall was joined by William Rouse, Commercial...
Client Engagement & Management Client Marketing & Prospecting
22nd December 2021
With wealth managers facing intense competition for clients and fees being squeezed ever lower, firms are having to adapt to new ways of working to remain profitable. “We see that fees...
Client Engagement & Management Digital Platforms & Tools
20th December 2021
As wealth management firms embrace digital transformation, relationship managers increasingly need to upskill to keep pace with digital ways of working—whether that is communicating with clients through online channels or...
Client Engagement & Management Digital Platforms & Tools
15th December 2021
Wealth management firms have been on a hiring spree in Asia as they seek to bolster their relationship manager headcount amid an increased demand for wealth products. At the same...
Business Strategy & Advisory Client Engagement & Management
10th November 2021
Advisors will often quickly see how workflow processes and client service delivery can be enhanced through the use of client lifecycle management (CLM) technology, but as with any large IT project,...
Financial Markets Research & Analysis Portfolio Build, Analysis & Reporting
7th October 2021
Scattered throughout world philosophies are similar ideas. From proverbs about old men planting trees to today’s chart hits, the message keeps repeating – money doesn’t buy happiness, contributing to a...
Client Engagement & Management Digital Platforms & Tools
23rd August 2021
Things have been heating up in Asia recently. The wealth management market has always been highly competitive and equally fragmented, with a dearth of domestic and international players vying to...
Client Engagement & Management Client Marketing & Prospecting
4th August 2021
London, UK, August 04, 2021 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, today announced its selection by global research and advisory firm Celent as a winner of...
28th June 2021
London, UK, June 28, 2021 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has been accepted into the Mayor’s International Business Programme, a 12-month accelerator programme that helps...
Client Engagement & Management Client Onboarding & Identity Verification
17th June 2021
CLMi is a cost-effective, cloud-based Client Lifecycle Management (CLM) solution for wealth managers wanting out-of-the-box ease of use. A functionally rich, fast to adopt SaaS solution requiring no bespoke customisation...
Client Communications & Reporting Client Engagement & Management
2nd June 2021
Wealth Dynamix wanted to lift the lid on the true state of wealth management through the relationship manager’s eyes. So we partnered with leading research firm Compeer to help us find out. Compeer...
Digital Platforms & Tools Technology Strategy & Consulting
10th May 2021
London, UK, May 11, 2021 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has joined forces with independent research firm, Compeer, to understand the new reality within the...
Client Engagement & Management Client Onboarding & Identity Verification
5th May 2021
London, UK, May 5, 2021 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has been ranked as one of the world’s leading 100 WealthTech companies for the...
Client Engagement & Management Digital (Robo) Investing
21st April 2021
As the wealth management industry continues to evolve, the need for technology as a key tool for client service and relationship management has become increasingly apparent. Recently April and Antony...
Client Marketing & Prospecting Client Onboarding & Identity Verification
13th April 2021
London, UK, April 13, 2021 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has extended its award-winning product suite with the launch of CLMi. Designed specifically...
Client Engagement & Management Client Onboarding & Identity Verification
12th April 2021
The cloud-based SaaS Client Lifecycle Management solution that relationship managers are inspired to use, every day. To learn more, access the CLMi solution profile here.
Business Intelligence & Practice Management Business Process Management & Outsourcing
8th April 2021
Interview with Antony Bream, MD – UK & Americas following Wealth Dynamix roundtable at WealthTech Matters - The Client March 2021.
Client Communications & Reporting Client Engagement & Management
30th March 2021
Your current systems and processes are like musical instruments. When each instrument plays its tune, in time and on key, it sounds great. But like your client lifecycle, a complete...
Client Engagement & Management Digital Platforms & Tools
25th March 2021
In reality, however, every relationship manager operates as part of a broader team that must collaborate effectively to ensure exceptional client service throughout the client lifecycle. These wealth management engine rooms, sometimes...
Technology Strategy & Consulting
16th March 2021
London, UK, March 17, 2020 – Wealth Dynamix, a global leader in client lifecycle management (CLM) solutions, has been given unique recognition in Aperture’s inaugural Market Map for its WDX1 solution. Wealth Dynamix has...
Business Intelligence & Practice Management Business Process Management & Outsourcing
11th March 2021
Expert: Antony Bream, MD – UK and Americas, Wealth Dynamix Facilitator: Stephen Wall, Co-founder - Head of Marketplace & Content, The Wealth Mosaic Key takeaways: Communicating digitally and changing interactions and their management was necessitated...
Business Process Management & Outsourcing Digital Platforms & Tools
3rd March 2021
Firms that were far behind on digital transformation found themselves struggling to adapt to the remote work environment. In a recent webinar, Wealth Dynamix Head of Functional Consultants Travis Morgans discussed four...
Business Process Management & Outsourcing Client Communications & Reporting
25th February 2021
Every year, Wealth Dynamix CEO Gary Linieres asks the leadership team to reflect on the past year and share one piece of advice for wealth managers looking to differentiate their...
Client Engagement & Management Client Onboarding & Identity Verification
24th February 2021
In wealth management, is there a risk that frontline staff end up spending so much time updating client lifecycle management systems that they have less time to speak to clients? This...
Client Engagement & Management Client Onboarding & Identity Verification
23rd February 2021
The pandemic has reshaped the wealth management industry in ways that no other event in living memory can match. In 2020, we sat down with a select group of leading...
Client Communications & Reporting Client Onboarding & Identity Verification
18th February 2021
Every year, Wealth Dynamix CEO Gary Linieres asks the leadership team to reflect on the past year and share one piece of advice for wealth managers looking to differentiate their service offering in the...
Business Strategy & Advisory Client Engagement & Management
16th February 2021
Back in 2020, a group of leading wealth managers met to discuss the state of the industry. The discussions were held in March, September and November, which meant these meetings...
Business Strategy & Advisory Client Engagement & Management
5th February 2021
What we expected to happen within two years happened in two months, as firms adapted to remote working, and the overnight shock of “cold turkey” from the withdrawal of face-to-face...
Client Engagement & Management Digital Platforms & Tools
2nd February 2021
The timing of the meetings over the course of 2020 created a unique window into their ongoing reactions to the pandemic from both an operational and a technical point of...
Client Engagement & Management Client Onboarding & Identity Verification
1st February 2021
Last year, in partnership with Wealth Dynamix, The Wealth Mosaic hosted a virtual roundtable with leading private banks and wealth managers in Switzerland to understand their views on how technology can enhance...
Client Engagement & Management Client Onboarding & Identity Verification
12th January 2021
Wealth management firms are at a critical juncture. Margins are at the lowest in a decade, while the coronavirus pandemic has exposed flaws in traditional business models and tested those...
Compliance & Regulation Data Management & Analysis
7th January 2021
Not only do managers expose themselves and their firms to potential financial penalties for non-compliance, there can also be onerous tax implications for clients depending on where they are domiciled....
Client Engagement & Management Client Marketing & Prospecting
21st December 2020
The front office is by far the greatest expense for wealth management firms. According to a recent study the average annual cost of front office professionals is approaching £200k. Given...
Client Communications & Reporting Client Engagement & Management
16th December 2020
Earlier in 2020, we (The Wealth Mosaic) spoke to a select group of executives from leading wealth management firms in Switzerland to collate and understand their views on how technology...
Business Strategy & Advisory Client Communications & Reporting
2nd December 2020
The wealth management industry is facing massive disruption. The Covid-19 pandemic has shaken traditional business models and exposed firms that have been slow to transition to digital ways of working...
Compliance & Regulation Data Management & Analysis
19th November 2020
Thomas Schaffner, Head of Synpulse UK, joined us for a recent webinar in our “Spotlight on…” series. He joined Antony Bream, Managing Director (EMEA/Americas) at Wealth Dynamix, to discuss the impact...
Client Engagement & Management Data Management & Analysis
16th November 2020
Failure to implement solutions that are fully integrated and allow data re-use across the entire client lifecycle has added to the disjointed data silo challenge that wealth managers have grappled with for...
Business Process Management & Outsourcing Client Engagement & Management
12th November 2020
Some background to this bout: While wealth managers always have (and always will) invest in technology aimed at improving the cost-income ratio, in recent years they’ve also channeled significant effort and...
Client Engagement & Management Client Onboarding & Identity Verification
11th November 2020
On the face of it, the wealth management industry has made strides in the delivery of multi-channel services and solutions over recent years. 58% of wealth managers claim that their...
Client Engagement & Management Client Onboarding & Identity Verification
5th November 2020
It may be one of financial services’ most established sectors, but time rarely stands still in wealth management. With a third of clients reportedly switching providers or moving their assets...
Client Engagement & Management Client Onboarding & Identity Verification
4th November 2020
In our recent “Spotlight On…” webinar these questions were answered by Dominic Snell, Product Strategy Director at Wealth Dynamix, and Iwan Schafthuizen, Managing Director of Business Development at Ortec Finance. Why is goal-based financial...
3rd November 2020
London, UK, November 04, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has announced year-end performance results that indicate strong growth during the twelve months to...
Client Communications & Reporting Client Engagement & Management
29th October 2020
According to ‘findawealthmanager.com’, the online matching service for HNWIs and wealth management firms, the main reason given for investors switching provider since the COVID-19 pandemic began is lack of communication....
Client Engagement & Management Client Onboarding & Identity Verification
20th October 2020
Hindsight may be a wonderful thing, but its timing is not. And this is no more the case than in wealth management. An industry steeped in tradition, wealth management firms...
Client Marketing & Prospecting Data Management & Analysis
16th October 2020
Microsoft CEO Satya Nadella has reported that Microsoft Teams now has more than 75 million daily active users, and that on one single day in April there were more than...
Client Communications & Reporting Client Engagement & Management
15th October 2020
In a world saturated with content – whether that’s social media, blogs, videos, podcasts, guides, research articles, white papers, news, fake news (the list goes on…) – how do you...
Business Process Management & Outsourcing Client Engagement & Management
29th September 2020
Despite the acceleration of Client Lifecycle Management (CLM) solutions in recent years, many private banks and wealth management firms still ask us what the difference is between CLM and Customer...
Business Process Management & Outsourcing Business Strategy & Advisory
10th September 2020
Tout comme Microsoft, de nombreuses sociétés de gestion de patrimoine sont passionnées par la digitalisation et l’automatisation. Pour elles, il s’agit de renforcer la performance des employés, l’engagement des clients...
Client Engagement & Management Client Onboarding & Identity Verification
29th August 2020
Coming into 2020, many wealth management firms were beginning to realise that their continued focus on the digital transformation of onboarding, at the expense of other wraparound processes, was putting...
Client Engagement & Management Client Marketing & Prospecting
5th August 2020
Client Lifecycle Management (CLM) involves the entire journey that wealth managers travel with their clients, from initial client acquisition, engagement, digital onboarding, and regulatory compliance, through to relationship management and ongoing client servicing....
Client Engagement & Management Client Marketing & Prospecting
29th July 2020
Coming into 2020, many wealth management firms were beginning to realise that their continued focus on the digital transformation of onboarding, at the expense of other wraparound processes, was putting...
Client Engagement & Management Client Onboarding & Identity Verification
22nd July 2020
One aspect of wealth management that has challenged relationship managers and clients for many years is the laborious process of securing wet signatures, required to confirm consent to a vast...
Technology Strategy & Consulting
20th July 2020
Dominic Gamble, Head of Asia Pacific at Wealth Dynamix, opened an online debate recently with some remarkable statistics from a June 2020 Hubbis report, featuring insights from 175 wealth management experts. While...
Business Process Management & Outsourcing Client Engagement & Management
20th July 2020
In 2020 and beyond, winning wealth managers will think outside the onboarding box to maximise operational efficiency and enrich client experience throughout the client lifecycle. They will recognise that there...
Business Process Management & Outsourcing Client Engagement & Management
19th July 2020
Why would service delivery not be the focus for any wealth manager in 2020? As soon as Capgemini’s 2019 World Wealth Report announced that 91% of HNWIs consider service quality...
Compliance & Regulation Data Management & Analysis
16th July 2020
In the early, Brexit focused days of 2020, many wealth managers were struggling to keep pace with technological change, amid the heavy burden of regulation and economic uncertainty. In an article...
Client Engagement & Management Data Management & Analysis
29th June 2020
Rewind to the mid/late nineties, when data was a grievance for many financial institutions. Poor organisation, inconsistency, inaccuracy, and having too much data were cited as reasons for not putting...
Client Engagement & Management Financial & Retirement Planning
25th June 2020
The purpose of every investment plan is to grow over time, but ultimately investment growth is a means to an end. That end might be funding education, securing a dream...
Client Engagement & Management Technology Strategy & Consulting
25th June 2020
During our WealthTech Matters – The Client event, held at Rise in London in March 2020 in collaboration with our partner Owen James, we interviewed Antony Bream, Managing Director, EMEA &...
23rd June 2020
London, UK, June 23, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has announced an alliance with Ortec Finance, a leading provider of technology solutions for investment...
Client Engagement & Management Financial & Retirement Planning
22nd June 2020
With William Trout, Head of Wealth Management at Celent headlining in this debate on the importance of goal-based financial planning, this session promises to be lively and insightful. The purpose of every investment plan...
Business Process Management & Outsourcing Client Engagement & Management
19th June 2020
Banks and wealth management firms are faced with a wide choice of technology options, all claiming to deliver benefits that will improve client service, cut costs or increase productivity, but...
Business Process Management & Outsourcing Client Engagement & Management
18th June 2020
When 84% of Asian wealth management Relationship Managers tell you they working reactively to clients needs, and 72% of their relationships are average, below par or awful, it’s time to...
Client Engagement & Management Technology Strategy & Consulting
18th June 2020
During our WealthTech Matters – The Client event, held at Rise in London in March 2020 in collaboration with our partner Owen James, we interviewed Antony Bream, Managing Director, EMEA &...
Business Process Management & Outsourcing Client Engagement & Management
16th June 2020
Every engagement with a client provides an array of information which can be used to improve relationships, open new revenue streams and increase lifetime value. A skilled relationship manager will...
Business Process Management & Outsourcing Client Engagement & Management
16th June 2020
According to the 2019 WealthBriefing survey I cited in my 2020 predictions article, only twelve weeks ago, just 25% of firms had fully integrated systems that span the entire client lifecycle and 37%...
15th June 2020
Singapore, June 15, 2020 – Wealth Dynamix has been named winner of the WealthBriefing Asia ‘Best CRM Solution’ award, for the second year running. The WealthBriefing Awards showcase ‘best of breed’ providers...
9th June 2020
London, UK, June 09, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has announced an alliance with Connective, an innovative provider of digital transaction management solutions. This newly...
2nd June 2020
London, UK, June 02, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has announced an extension of its partnership with leading wealth management core banking platform provider Azqore....
Client Communications & Reporting Data Management & Analysis
2nd June 2020
When 84% of Asian wealth management experts tell you that relationship managers are operating reactively to clients and their situations, 72% believe that these relationships are average, below par or...
Client Communications & Reporting Client Engagement & Management
1st June 2020
Every private bank and wealth manager needs to improve client engagement, formulate more compelling prospecting campaigns and offer more personalised services that drive AuM growth. And although you may think that...
Business Process Management & Outsourcing Client Communications & Reporting
1st June 2020
Never before has any world event triggered such a dramatic shift in working practices, as quickly and universally as the 2020 Covid-19 pandemic. Almost overnight, the entire global population of wealth...
Business Process Management & Outsourcing Client Engagement & Management
29th May 2020
Every private bank and wealth manager need to improve client engagement, formulate more compelling prospecting campaigns and offer more personalised services that drive AuM growth. And although you may think that Client...
Client Engagement & Management Technology Strategy & Consulting
29th May 2020
Economic growth in Asia has been robust for the past two decades, and its wealth management market is likely to outpace other regions in the world, for the foreseeable future. Ground-breaking...
Business Process Management & Outsourcing Client Communications & Reporting
27th May 2020
Coming into 2020, many wealth management firms had already embarked on digital transformation projects, while others have been slow to evolve. And while digitising the client experience, addressing data management...
21st May 2020
London, UK, May 21, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, today announced its selection by global analyst firm Celent as winner of the XCelent Overall award,...
Client Engagement & Management Client Onboarding & Identity Verification
20th May 2020
The 360-degree client view – also referred to as the single client view – gives wealth managers just one place to go, to gain oversight of all interactions, activities and...
Business Process Management & Outsourcing Client Engagement & Management
18th May 2020
No. It’s a distinction with a big difference, whose value to wealth management cannot be overstated. The difference is that CLM is an intelligent process that embraces increasing numbers of...
Client Engagement & Management Data Management & Analysis
18th May 2020
In January, I predicted that in 2020 the most successful wealth managers would be those who did the best job of leveraging client, market and portfolio performance data to actively shape client...
Business Process Management & Outsourcing Client Engagement & Management
18th May 2020
Getting Client Lifecycle Management (CLM) right can be challenging… but it doesn’t have to be. Your current systems and processes are like musical instruments. When each instrument plays its tune, in...
11th May 2020
London, UK, May 11, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has announced a partnership agreement with Capita Consulting, the digital consultancy firm launched...
7th May 2020
Wealth Dynamix CEO and Co-founder Gary Linieres has been awarded a place in the Technology category of the 2020 CEO Today United Kingdom Awards. Dedicated to recognising exceptional leadership, the CEO Today...
6th May 2020
Ladies and Gentlemen, for one day only, Synpulse, Wealth Dynamix and The Rudin Group invite you to the ultimate battle: Client Experience takes on Operational Efficiency for the title of...
Digital Platforms & Tools Market & Business Infrastructure
6th May 2020
In the first of our “Spotlight on…” series, Wealth Dynamix Managing Director Antony Bream debates the role of artificial intelligence (AI) in wealth management, with DreamQuark’s Mikko Hietanan and François...
Business Strategy & Advisory Technology Strategy & Consulting
5th May 2020
Every Chief Executive of every private bank and wealth management firm takes time to reflect on what “good” looks like for their own organisation. Without doubt they aspire to have...
4th May 2020
Compliance teams within wealth management firms have to deal with, on average, 220 regulatory alerts a day according to the 2019 Thomson Reuters Cost of Compliance report. A growing burden...
4th May 2020
“In 2020 we are seeing the perfect storm. Cost cutting is key to maintaining fees at a competitive level and ensuring profitable cost-income ratios, but client service remains the number...
Business Intelligence & Practice Management Client Engagement & Management
29th April 2020
In January, when I asked the Wealth Dynamix leadership team to pick one piece of advice they would offer to a wealth manager looking to achieve differentiation in 2020, we had no...
28th April 2020
London, UK, April 28, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has been ranked as one of the leading 100 WealthTech companies in the world...
Client Engagement & Management Client Onboarding & Identity Verification
25th April 2020
The 2019 Capgemini World Wealth Report confirmed many wealth managers’ fears, when it reported that unsatisfactory service experience is the most significant factor (87%) influencing HNWIs to move to other firms. Trust is...
Client Engagement & Management Client Onboarding & Identity Verification
23rd April 2020
Clients now have ever increasing wealth management services available to them, they are heavily influenced by the experience of their peers, they have access to a vast array of information,...
Business Process Management & Outsourcing Client Communications & Reporting
17th April 2020
Each instrument in an orchestra has its own part to play in creating an awesome musical experience. Each has its own music sheet dictating what key to play in, when it...
Business Process Management & Outsourcing Client Engagement & Management
15th April 2020
As governments around the world endeavor to protect the economy from COVID-19, financial institutions and technology providers are facing substantial operational restrictions as well as a rapidly deteriorating business climate,...
Client Communications & Reporting Client Engagement & Management
8th April 2020
There are few sweeter sounds than an orchestra playing harmoniously and in perfect time. When each section works hard independently, and then comes together as a team, it creates a...
Client Engagement & Management Client Onboarding & Identity Verification
7th April 2020
In March, 2020 Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, were delighted to learn of its appearance on the The Financial Technologist ‘Most Influential Financial Technology Companies 2020’...
Client Engagement & Management Client Marketing & Prospecting
2nd April 2020
Clients now have ever increasing wealth management services available to them, they are heavily influenced by the experience of their peers, they have access to a vast array of information,...
Client Engagement & Management Data Management & Analysis
1st April 2020
Wealth Dynamix CEO Gary Linieres recently asked me, what one piece of advice would you give to a wealth manager for 2020 success? The article below is my response, which...
Business Process Management & Outsourcing Client Engagement & Management
27th March 2020
Your current systems and processes are like musical instruments. When each instrument plays its tune, in time and on key, it sounds great. But like your client lifecycle, a complete...
Business Process Management & Outsourcing Client Engagement & Management
13th March 2020
You’ve surely heard of CRM (customer relationship management) – the central repository for storing client-contact information, accounts, leads, and sales opportunities, so that they’re accessible to everyone in real time;...
Client Engagement & Management Data Management & Analysis
11th March 2020
Wealth Dynamix CEO Gary Linieres recently asked me, what one piece of advice would you give to a wealth manager for 2020 success? The article below is my response, which...
Client Engagement & Management Client Onboarding & Identity Verification
3rd March 2020
London, UK, March 03, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has announced an alliance with Recordsure, a pioneering provider of compliant client conversation and document analytics...
3rd March 2020
London, UK, March 03, 2020 – Wealth Dynamix, a global leader in client lifecycle management (CLM) solutions, is delighted to announce its appearance on the The Financial Technologist ‘Most Influential Financial Technology Companies 2020’...
Client Engagement & Management Client Onboarding & Identity Verification
2nd March 2020
Myths are very common. But they present a subtle trap as they are usually based on plausible half-truths, and they do not immediately lead you astray if you start to...
2nd March 2020
Singapore, March 2, 2020 – Wealth Dynamix, a leading global provider of client lifecycle management (CLM) solutions, has been awarded the Best CLM Solution trophy in the 5th Annual Asian Private...
Client Engagement & Management Client Onboarding & Identity Verification
2nd March 2020
Whether client lifecycle management (CLM) myths are perpetuated through misunderstanding, misinformation or ignorance, they can result in long-lasting harm when they form the basis for technology investment decisions. The problem...
Business Process Management & Outsourcing Client Onboarding & Identity Verification
25th February 2020
Welcome to the sixth video of our video interview series with Wealth Dynamix. In this video, we interview Antony Bream, Managing Director - UK and Americas, who provides us with...
Business Process Management & Outsourcing Client Onboarding & Identity Verification
18th February 2020
Welcome to the fifth video of our video interview series with Wealth Dynamix. Here we interview Antony Bream, Managing Director - UK and Americas, who provides us with a view of...
Client Engagement & Management Client Onboarding & Identity Verification
14th February 2020
Wealth Dynamix CEO Gary Linieres recently asked me, what one piece of advice would you give to a wealth manager for 2020 success? The article below is my response, which...
Business Process Management & Outsourcing Client Engagement & Management
12th February 2020
Do you have 360-degree visibility of your clients’ goals and characteristics, spanning the entire client lifecycle? Are your relationship managers fully equipped to deliver proactive and personalised client service? Are...
Business Process Management & Outsourcing Client Engagement & Management
11th February 2020
Welcome to the fourth video of our video interview series with Wealth Dynamix. In this video, Antony Bream, Managing Director - UK and Americas, provides us with a view of: What the...
4th February 2020
London, UK, February 04, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, is delighted to announce it has been recognised as a Business Applications ISV Connect Partner...
Business Process Management & Outsourcing Digital Platforms & Tools
4th February 2020
Welcome to the third video in our new video interview series with Wealth Dynamix. Here, Antony Bream, Managing Director - UK and Americas, provides us with a view on: Where the...
Client Engagement & Management Digital Platforms & Tools
3rd February 2020
Wealth Dynamix CEO Gary Linieres recently asked me, what one piece of advice would you give to a wealth manager for 2020 success? The article below is my response, which...
Client Engagement & Management Client Onboarding & Identity Verification
28th January 2020
In this second video of our video interview series with Wealth Dynamix, Antony Bream, Managing Director - UK and Americas, provides us with an overview of how the firm's solution...
Client Engagement & Management Digital Platforms & Tools
22nd January 2020
Wealth Dynamix CEO Gary Linieres recently asked me, what one piece of advice would you give to a wealth manager for 2020 success? The article below is my response, which...
Business Process Management & Outsourcing Client Engagement & Management
15th January 2020
Maximising the opportunities offered by optimum client lifecycle management processes feature heavily in the thoughts of Antony Bream, Managing Director - UK and Americas, at Wealth Dynamix for 2020. The balance between the self-containment...
Client Engagement & Management Client Onboarding & Identity Verification
14th January 2020
Welcome to the first video of our new video interview series with Wealth Dynamix. Here, we interview Antony Bream, Managing Director - UK and Americas, who provides us with his...
Client Engagement & Management Client Onboarding & Identity Verification
8th January 2020
According to Jim Marous, Editor of FinancialBrand.com, “The pace of change will never be this slow again.” And he’s right. Fast pace of change is the new norm and wealth...
Business Process Management & Outsourcing Client Engagement & Management
7th January 2020
London, UK, January 7, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, today announced a new partnership agreement with leading management consultancy Synpulse which will help scale-up global deployment...
Business Process Management & Outsourcing Client Engagement & Management
19th November 2019
I recently moderated a panel discussion at the Automation and Innovation in Wealth Management conference in London. Featuring renowned industry experts James Howell, Director – Wealth Management Consulting at PwC,...
14th November 2019
Singapore/Hong Kong, 14 November 2019 – Wealth Dynamix has been recognised as ‘One to Watch’ for its client lifecycle management solution in the 2nd Regulation Asia Awards for Excellence 2019 at a ceremony in Singapore on 13...
Business Process Management & Outsourcing Client Onboarding & Identity Verification
26th September 2019
Having examined why cost control is becoming a business-critical priority for wealth managers in Asia, it’s time to turn our attention to one of the industry’s main cost drivers – customer onboarding, and the know...
Business Process Management & Outsourcing Compliance & Regulation
2nd September 2019
In many respects, the wealth management industry in Asia has never been more vibrant or ripe with opportunities. By many accounts this is now the world’s largest wealth region, and demand for...
Client Engagement & Management Compliance & Regulation
5th August 2019
Drive efficiency, increase retention, grow AUM and tailor conversations. Build and maintain insightful and responsive client relationships with a comprehensive view of your clients, whilst maintaining compliance standards and helping to...
Business Process Management & Outsourcing Client Onboarding & Identity Verification
29th July 2019
Ensure compliance, enhance advisor productivity and empower your clients. Provide a frictionless onboarding experience for your prospective clients. This will streamline workflows across departments to significantly reduce onboarding times and administrative...
Client Engagement & Management Compliance & Regulation
22nd July 2019
Build and maintain insightful and responsive client relationships with a comprehensive view of your clients and households. In addition, improve your client management strategy whilst maintaining compliance standards and building...
Business Process Management & Outsourcing Client Engagement & Management
22nd July 2019
We simplify the process of client lifecycle management, giving you back precious time, so you can get on with what you are good at. Our CLM platform, WDX1, comprises of 3...
Client Engagement & Management Client Marketing & Prospecting
22nd July 2019
Attract prospects, engage clients and assist advisors. Deliver on your business growth targets with our innovative solutions for increasing prospect conversion, stimulating existing clients and engaging your advisor force. Visit our website...
Business Process Management & Outsourcing Client Onboarding & Identity Verification
15th July 2019
Provide a frictionless client onboarding and account opening experience for both your prospective and existing clients. In addition, streamline workflows across departments to significantly reduce onboarding times and administrative costs. Please click...
Client Engagement & Management Client Marketing & Prospecting
8th July 2019
Increase prospect conversion, stimulate client interactions and engage your advisor force. Deliver on your business growth targets with our innovative client engagement solutions. Our ENGAGE module not only engages your prospects...
Client Engagement & Management Client Marketing & Prospecting
4th June 2019
Introduction to Wealth Dynamix's leading CLM solution, WDX1.
Business Process Management & Outsourcing Client Engagement & Management
23rd May 2019
Our industry has been violently shaken up in the last few years; with tougher regulations, a new generation of more demanding clients and increasingly complex digital challenges. Our new and...
Business Process Management & Outsourcing Client Engagement & Management
13th May 2019
A lot has changed in the industry over the past 5 years… and so have we! Re-introducing Wealth Dynamix!
Client Engagement & Management Market & Business Infrastructure
14th February 2019
As the wealth management market continues to evolve and embrace new technologies, cloud technology has emerged as a primary enabler for growing wealth and investment firms to deal with increased...
Digital Platforms & Tools Digital (Robo) Investing
6th February 2019
But as the industry struggles to keep up with these shifting dynamics and growing expectations, are wealth managers truly realizing the full potential of digitization or are they still seeing technology...
Client Engagement & Management Client Onboarding & Identity Verification
17th January 2019
View the full article here: Transforming the client-advisor experience: The holistic approach
Client Engagement & Management Client Onboarding & Identity Verification
12th November 2018
Read the full whitepaper here.
Client Engagement & Management Client Onboarding & Identity Verification
25th October 2018
View the full article here: The rise of the bionic advisor
Client Engagement & Management Client Onboarding & Identity Verification
2nd October 2018
Download the full whitepaper here
CLMi is a cost-effective, scalable and intuitive Client Lifecycle Management (CLM) platform that puts the productivity of advisors and satisfaction of your clients at the forefront of your business. Ideal for mid-size discretionary fund and investment managers, CLMi is the platform of choice for out-of-the-box ease-of-use and rapid, cloud-based deployment.......
WDX1 is a robust, adaptable Client Lifecycle Management (CLM) solution that allows wealth managers to nurture engaged and profitable client relationships, eliminate administration time, ensure compliance and cut operating costs to optimise cost-to-income ratio. Ideally suited to large private banks and the wealth and asset management divisions of global financial institutions,......
By automating routine sales and marketing tasks you will have more time to focus on executing next best recommendations that will convert prospects into clients, in the shortest possible timescale. And by customising client journeys, personalising individual communications and interacting with prospects via their channels of choice, every interaction with......
By automating routine client service tasks and re-using data throughout the client lifecycle, client requests are handled quickly and efficiently avoiding duplication, excessive paperwork and unnecessary delays. Relationship managers use time previously spent on administration to focus on delivering consistent, high quality service and making every client interaction timely, appealing......
By automating all of the data capture and due diligence processes involved in onboarding clients successfully, Onboard can radically cut costs, dramatically shorten onboarding times and generate 80% less administration. Client data captured before, during (and after) onboarding is validated and re-used throughout the client lifecycle, supporting a ‘capture once, use......
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