Wealth Dynamix
HQ Address
141-145 Curtain Road, London, EC2A 3AR, United Kingdom
Website Address
Relevant Regions
Business introduction
How can you cut costs, grow revenue and ensure exceptional client service? By digitising client lifecycle management and orchestrating all aspects of client engagement, onboarding and relationship management
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:
- WDX1 is a robust, modular and fully configurable CLM solution that leverages Microsoft Dynamics 365 and is best suited to large private banks and the wealth and asset management divisions of global financial institutions.
- CLMi is a cost-effective, mobile-first SaaS cloud CLM platform that is ideally suited to mid-size discretionary fund and investment managers wanting out-of-the-box ease-of-use, rapid deployment and hassle-free maintenance.
Headquartered in the UK, Wealth Dynamix has offices and clients in three continents and is the recognised global leader in end-to-end CLM.
Client Lifecycle Management for wealth managers, transforming your technology and teams
Business Process Management & Outsourcing, Client Communications & Reporting, Client Engagement & Management, Client Marketing & Prospecting, Client Onboarding & Identity Verification
17/04/2020
WealthTech 2022: The view from Wealth Dynamix
Technology Evaluation & Selection, Technology Implementation & Management, Technology Strategy & Consulting
28/03/2022
Introducing CLMi - Client Lifecycle Management for Wealth Managers
Client Engagement & Management, Client Onboarding & Identity Verification, Digital Platforms & Tools
12/04/2021
Themes Around the Screen with Wealth Dynamix
Business Intelligence & Practice Management, Business Process Management & Outsourcing, Client Engagement & Management, Client Onboarding & Identity Verification, Digital Platforms & Tools
08/04/2021
Do frontline staff end up spending more time updating CLM systems than talking to clients?
Client Engagement & Management, Client Onboarding & Identity Verification, Data Management & Analysis
24/02/2021
WealthTech Matters – The Client: Interview with Antony Bream, Managing Director, EMEA & Americas, Wealth Dynamix (Part 2)
Client Engagement & Management, Technology Strategy & Consulting
25/06/2020
Empowering the relationship manager: Their role in the future of wealth management in Asia
Business Process Management & Outsourcing, Client Engagement & Management, Client Onboarding & Identity Verification
18/06/2020
WealthTech Matters – The Client: Interview with Antony Bream, Managing Director, EMEA & Americas, Wealth Dynamix (Part 1)
Client Engagement & Management, Technology Strategy & Consulting
18/06/2020
Wealth Dynamix: Client Lifecycle Management - A nice-to-have or a must-have?
Business Process Management & Outsourcing, Client Onboarding & Identity Verification
25/02/2020
Wealth Dynamix: How can wealth managers benefit from a Client Lifecycle Management solution?
Business Process Management & Outsourcing, Client Onboarding & Identity Verification
18/02/2020
Wealth Dynamix: What are the main challenges faced by wealth managers?
Business Process Management & Outsourcing, Client Engagement & Management
11/02/2020
Wealth Dynamix: The wealth management digitalization journey - where is it and where other industries are setting the standard?
Business Process Management & Outsourcing, Digital Platforms & Tools
04/02/2020
Wealth Dynamix: How is Wealth Dynamix supporting current trends in wealth management?
Client Engagement & Management, Client Onboarding & Identity Verification
28/01/2020
Wealth Dynamix: Current technology trends and developments in wealth management
Client Engagement & Management, Client Onboarding & Identity Verification
14/01/2020
WDX Manage
Client Engagement & Management, Compliance & Regulation
05/08/2019
WDX Onboard
Business Process Management & Outsourcing, Client Onboarding & Identity Verification
29/07/2019
WDX Engage
Client Engagement & Management, Client Marketing & Prospecting
22/07/2019
Take back control of your time with WDX1!
Client Engagement & Management, Client Marketing & Prospecting
04/06/2019
Introducing the new Wealth Dynamix
Business Process Management & Outsourcing, Client Engagement & Management
23/05/2019
Business Overview
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.
Customers
Partners
related resources
The digitally-enabled relationship manager
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...
Third Financial and Wealth Dynamix team up on client lifecycle integration
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...
Wealth Dynamix appoints new sales manager Steve D’Souza
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...
The Wealth Mosaic Talks To (TWMTT) Benjamin Labrousse and Darell Miller from Wealth Dynamix about hybrid servicing
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...
Wealth Dynamix appoints new Chief Strategy Officer to support the company’s acceleration as a leading provider of Client Lifecycle Management solutions in the WealthTech sector
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...
The growing demand for digital empowerment
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...
Is your CLM ready for the rise of the external asset manager?
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...
Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a FinTech specialising in client relationship management for private banks
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...
Is 'Hybrid Servicing' the next big thing in WealthTech?
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...
Building an effective business case for WealthTech CLM
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...
Why digital transformation is key to attracting the next generation of Asian wealth clients
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...
Wealth Dynamix announces new managing and commercial director hires
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...
10 years in the making – Introducing our latest e-book, 10 Reasons to Choose Wealth Dynamix
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...
Client onboarding: the way it should be
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...
Banco Sabadell, Miami Branch Extends Partnership With Wealth Dynamix
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...
Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers
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...
WealthTech Matters – The Adviser: How to innovate and adapt in a time of rapid change
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...
Wealth Dynamix now powers four of the best wealth managers for ultra-high net worth individuals in the world
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...
Wealth Dynamix partners with Unblu putting clients at the centre of digital strategy
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...
The External Asset Manager: is your CLM ready for that sales channel?
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...
What is ‘client onboarding’ and why does it matter?
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...
Mirabaud launches Digital Transformation Programme and chooses Wealth Dynamix & Temenos for its wealth management services
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...
Why do onboarding software implementations fail?
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...
Five key client onboarding challenges that your wealth firm must address
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 onboarding: the way it should be
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...
WealthTech 2022: The view from Wealth Dynamix
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 Integration in Wealth Management
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...
Three ways to fast-track banking digitalisation in the UAE
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...
A new wealth management myth for 2022: You can’t buy CLM solutions out-of-the-box
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...
WealthTech 2022: The view from Wealth Dynamix
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...
A new wealth management myth for 2022: If you have a portal, you’ve gone digital
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...
Why the myths surrounding Client Lifecycle Management are growing
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...
WealthTech Views Report: Data in Wealth Management - the view from Wealth Dynamix
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...
Scaling digitisation for growth and efficiency in Asia
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...
Why Swiss banks should make client lifecycle management their SaaS of choice
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,...
More connectivity. More agility. More collaboration.
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...
Personal data - forget crypto, data is the currency everyone is trading
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...
Is an increasingly digitised experience a threat to loyalty or the key to loyalty
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...
The reimagination of the role of the wealth manager
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...
Privacy versus Client Services…how can you strike the right balance?
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...
The future of wealth management: why unlocking the value of client data holds the key
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...
WealthTech Spotlight: In discussion with Wealth Dynamix
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...
Driving profitability in a low-fee world
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...
Upskilling wealth managers and securing digital buy-in
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...
Tech is not replacing wealth managers
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...
Making the business case for CLM implementation
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,...
Money can’t buy happiness… But ESG can
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...
The untapped majority
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...
Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report
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...
Wealth Dynamix selected to join Mayor’s International Business Programme, an accelerator programme that helps UK scale-up firms go global
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...
CLMi product brochure
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...
Research report: Managing the client lifecycle
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...
New research lifts the lid on front office life in wealth management, in the relationship managers own words
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...
Wealth Dynamix Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency
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...
Make Or Break: Understanding The Role Of Technology In Wealth Management
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...
Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms
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...
Introducing CLMi - Client Lifecycle Management for Wealth Managers
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.
Themes Around the Screen with Wealth Dynamix
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 lifecycle management for wealth managers: transforming technology & teams
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...
Supporting internal communication while working remotely
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...
Wealth Dynamix named as an ‘Enabler’ in new industry rankings aimed at the fast-changing wealth landscape
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...
How can wealth managers convert interactions into client engagement to drive real value in the relationship?
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...
Avoiding disruption: How technology helps wealth managers make remote working a success
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...
Maintain momentum in technology adoption to empower advisors and increase relevance
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...
Do frontline staff end up spending more time updating CLM systems than talking to clients?
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...
Beyond the pandemic: wealth management from the business’s perspective
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...
Digitise processes across the client lifecycle for frictionless remediation
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...
The changing advisor perspective in wealth management
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...
5 ways wealth managers can get ahead in 2021
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...
Whitepaper: Wealth management technology beyond 2020
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...
Enhancing the adviser-client relationship with technology
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...
Spotlight on… EY
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...
Spotlight on… Indigita
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....
Future adviser technology: what to consider and how to get started
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...
WealthTech Talks: Enhancing the adviser-client relationship with technology
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...
Three ways wealth managers can tackle their cost-to-income ratio conundrum
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...
Spotlight on… Synpulse
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...
Upcoming webinar: How can wealth managers avoid disjointed technology that impacts business performance?
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...
Battle for budget – client experience vs operational experience
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...
Three common pitfalls in implementing onboarding solutions
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...
Webinar: 3 reasons wealth managers fail to get onboarding projects right
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...
Spotlight on… Ortec Finance
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...
Wealth Dynamix completes eighth year of growth and continues expansion despite global pandemic challenges
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...
Spotlight on… ClickDimensions
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....
A costly mistake: the true cost of selecting the wrong onboarding solution in wealth management
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...
Spotlight on… Microsoft
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...
Is investment content more important now than ever before?
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...
Client lifecycle management: Making time to transform service
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...
Comment aider les conseiller en gestion de patrimoine pour être plus efficace et pertinent dans la relation client (English translation included)
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...
Beyond onboarding: pitfalls and potential during a pandemic
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...
Compelling reasons to marry client lifecycle management with digital signatures
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....
Beyond onboarding: pitfalls and potential during a pandemic
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...
3 Common misconceptions about digital signatures in wealth management
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...
The vital future of relationship management in Asia
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...
Using technology to engage with clients: The view from Wealth Dynamix (part 2) - their solution offering
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...
Using technology to engage with clients: The view from Wealth Dynamix (part 1) - market view
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...
COVID-19 renews impetus to fix legacy technology and get digital engagement right
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...
How to leverage data to build life-long relationships
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...
Goal-based planning: transforming missed opportunities into growth
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...
WealthTech Matters – The Client: Interview with Antony Bream, Managing Director, EMEA & Americas, Wealth Dynamix (Part 2)
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 &...
Wealth Dynamix partners with Ortec Finance to add goal based wealth management insights to a single client view
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...
Webinar: Goal based planning – A win-win for wealth management advisors and clients
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...
When is a CRM not a CLM? When it’s a core banking system
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...
Empowering the relationship manager: Their role in the future of wealth management in Asia
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...
WealthTech Matters – The Client: Interview with Antony Bream, Managing Director, EMEA & Americas, Wealth Dynamix (Part 1)
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 &...
Webinar: Leveraging data to build lifelong client relationships in wealth management
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...
Client service in wealth management: few second chances in a crisis
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%...
Wealth Dynamix wins WealthBriefing Asia Best CRM Award for second consecutive year
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...
Connective and Wealth Dynamix join forces to eliminate signatory challenges throughout the digital client journey
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...
Wealth Dynamix and Azqore extend partnership to deliver fully integrated core banking with client lifecycle management
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....
New Asia Wealth Management Report: Tech-enabled relationship management
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...
Webinar: When is a CRM not a CLM? When it’s a core banking system
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...
4 failsafe ways to preserve client service when remote working
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...
Upcoming webinar: When is a CRM not a CLM? When it’s a core banking system
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...
Empowering the relationship manager – Their role in the future of wealth management in Asia
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...
The future of your business lies in your relationship managers’ hands
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...
Wealth Dynamix wins XCelent overall award in Celent Wealth Management Client Onboarding Report
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,...
The 360-degree client view: the whole is (much) greater than the sum of the parts
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...
Is Customer Relationship Management (CRM) and Client Lifecycle Management (CLM) the same thing?
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...
3 ways to stabilise your wealth management business by delving into data
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...
Webinar: Client lifecycle management for wealth managers - Transforming your technology & teams
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...
Capita Partners with Wealth Dynamix for best in class client lifecycle management
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...
Wealth Dynamix CEO Gary Linieres recognised for exceptional leadership by CEO Today Magazine
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...
LinkedIn live event: The battle for budget – client experience vs operational efficiency
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...
Spotlight on… DreamQuark
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...
IT, client service, AuM? How to focus on what matters most to you
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...
Webinar: A compliant 360-degree view of your client
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...
EFMA FinTech Friday Interview with Wealth Dynamix
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...
Managing portfolios in a pandemic: Why intelligent automation matters most
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...
Wealth Dynamix named a WealthTech100 company for its pioneering and innovative approach to client lifecycle management
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...
6 ways to transform first interactions into trusted client relationships
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...
Webinar: Transforming first interactions into trusted client relationships
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,...
Client Lifecycle Management for wealth managers, transforming your technology and teams
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...
Wealth Dynamix webinar series: Spotlight on…
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,...
Are your CLM processes playing in sync?
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...
Financial Technologist interview with Wealth Dynamix
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’...
Webinar: Transforming first interactions into trusted client relationships
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,...
Apply the right technology, at the right time, and in the right place
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...
Webinar: Winning with client lifecycle management - Transforming your technology and teams
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...
What is client lifecycle management (CLM)?
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;...
Drive value from data by transforming noise into signals that you can act upon
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...
Wealth Dynamix joins forces with Recordsure to transform client engagement at scale
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...
Wealth Dynamix cited as ‘Most Influential FinTech Company’ by the Financial Technologist
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’...
Webinar: Top 5 myths about client lifecycle management (CLM)
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...
Wealth Dynamix awarded Best Client Lifecycle Management Solution by Asian Private Banker
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...
Top 5 myths about client lifecycle management (CLM)
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...
Wealth Dynamix: Client Lifecycle Management - A nice-to-have or a must-have?
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...
Wealth Dynamix: How can wealth managers benefit from a Client Lifecycle Management solution?
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...
Think outside the onboarding box to drive value for clients
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...
5 reasons to choose Wealth Dynamix
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...
Wealth Dynamix: What are the main challenges faced by wealth managers?
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...
Wealth Dynamix becomes Microsoft ISV Connect Partner to drive value for global customers
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...
Wealth Dynamix: The wealth management digitalization journey - where is it and where other industries are setting the standard?
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...
Equip Relationship Managers to take centre stage, back where they belong
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...
Wealth Dynamix: How is Wealth Dynamix supporting current trends in wealth management?
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...
Turn inside out to deliver exceptional client servicing. The 2020 must-win battle
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...
WealthTech Views: Looking into 2020 with Wealth Dynamix
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...
Wealth Dynamix: Current technology trends and developments in wealth management
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...
5 ways wealth managers can get ahead in 2020
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...
Wealth Dynamix teams up with management consulting leader Synpulse to expand global reach
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...
Transforming client lifecycle management with AI-driven WealthTech
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,...
Wealth Dynamix recognised for innovative client lifecycle management solution
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...
Onboarding: A better way to tick the boxes
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...
Cost control for wealth managers: Time to move beyond band-aids
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...
WDX Manage
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...
WDX Onboard
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...
WDX1 Client Management module overview
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...
The client lifecycle management solution overview
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...
WDX Engage
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...
WDX1 Client Onboarding module overview
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...
WDX1 Client Engagement module overview
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...
Take back control of your time with WDX1!
Client Engagement & Management Client Marketing & Prospecting
4th June 2019
Introduction to Wealth Dynamix's leading CLM solution, WDX1.
Introducing the new Wealth Dynamix
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...
Introducing the new Wealth Dynamix
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!
Wealth Management in the cloud
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...
The next generation advisory model - the hybrid
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...
Infographic: Client lifecycle management - what should a single integrated solution cover?
Client Engagement & Management Client Onboarding & Identity Verification
17th January 2019
View the full article here: Transforming the client-advisor experience: The holistic approach
Infographic: Empovering exceptional client management
Client Engagement & Management Client Onboarding & Identity Verification
12th November 2018
Read the full whitepaper here.
Infographic: Forces of disruption in the wealth management industry - the perfect storm
Client Engagement & Management Client Onboarding & Identity Verification
25th October 2018
View the full article here: The rise of the bionic advisor
Infographic: 5 steps to maximize the impact of your client lifecycle management solution
Client Engagement & Management Client Onboarding & Identity Verification
2nd October 2018
Download the full whitepaper here
Key Data
Wealth Dynamix Solutions
CLMi
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.......
business needs
- Business Intelligence & Practice Management
- Business Process Management & Outsourcing
- Client Engagement & Management
- Client Onboarding & Identity Verification
- Digital Platforms & Tools
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
client geography presence
view solution
WDX1
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,......
business needs
- Business Intelligence & Practice Management
- Business Process Management & Outsourcing
- Client Engagement & Management
- Client Onboarding & Identity Verification
- Digital Platforms & Tools
Client type
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
client geography presence
view solutionWDX Engage
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......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Client Marketing & Prospecting
WDX Manage
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......
business needs
view solutionWDX Onboard
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......
business needs
- Business Process Management & Outsourcing
- Client Onboarding & Identity Verification
- Compliance & Regulation
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