WealthTech Insights

Wealth Dynamix

CRM, CLM & Onboarding solutions for private banks & wealth management firms

Published Jun 30, 2025

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Stay ahead of the curve by updating yourself with our latest insights and thought leadership.

Thought Leadership

Driving transformation through precision: The practical realities of AI in wealth management

At a recent Hubbis Wealth Management Forum, Darell Miller , Managing Director APAC at Wealth Dynamix, emphasised that without strong fundamentals, solid data, clear workflows, and built-in compliance, AI is just a shiny distraction. From digitising onboarding to pioneering “perpetual KYC,” Darell showcased how firms can take tangible, strategic steps today to lay the groundwork for a more intelligent, agent-driven future.

His message? The AI future isn’t a fantasy, it’s a roadmap, and the smart firms are already building it.

The future of onboarding: Embracing a holistic client lifecycle management approach

Far more than just a data-gathering step, onboarding is the gateway to the entire client lifecycle and a powerful opportunity to set the tone for long-term success. This article explores how wealth firms can break free from siloed systems and manual inefficiencies by embracing a truly holistic Client Lifecycle Management (CLM) approach. From parallel processing and centralised data to dynamic interfaces and SaaS agility, the future of onboarding is digital, integrated, and client-centric.

The takeaway: firms that modernise onboarding aren’t just improving processes, they’re unlocking new value across the entire client journey.

Case Study

Driving continuous improvement for Wealth Dynamix clients

Is your current KYC process a bottleneck, slowing down onboarding and reviews?

This case study shows how we helped a client achieve a dramatic 90% reduction in risk-screening time. We identified key inefficiencies in their existing process and implemented an integrated screening solution that streamlined the entire workflow.

The result? Faster onboarding, reduced costs, and improved efficiency.

Industry Insights

UBS : Global wealth report 2025: Wealth growth accelerated in 2024

In a year marked by shifting economic tides, the world’s wealth landscape continued to evolve. The 2025 edition of the UBS Global Wealth Report reveals not only a 4.6% rise in global wealth but also offers deeper insights into who holds that wealth and how it’s growing. From the rise of the EMILLI (or Everyday MILLIonaire) to generational wealth perspectives in the United States, this year’s findings spotlight the nuanced and dynamic nature of wealth creation in today’s world.

Capgemini : World Wealth Report 2025

The World Wealth Report 2025 reveals a seismic shift underway in the global wealth landscape, as $83.5 trillion is poised to pass into the hands of Gen X, millennials, and Gen Z high-net-worth individuals (HNWIs) by 2048. With unique digital expectations, evolving investment values, and a desire for personalised experiences, these Next-gen HNWIs are redefining what it takes to win in wealth management.

Backed by insights from thousands of investors and industry professionals, the report outlines a bold three-part strategy to help firms engage, delight, and retain this powerful new client base. The message is clear: the future of wealth is younger, and it’s already here.

Capgemini : Confidence in autonomous and agentic solutions

Autonomous and agentic AI systems are ushering in a paradigm shift, where users stop specifying how to solve a problem and simply state what they need. This white paper dives into the mechanics and potential of these self-directed systems, breaking down key concepts like autonomy, agency, and multi-agent collaboration. From the leap beyond co-pilots to fully agentic ecosystems, it offers a practical guide for leaders aiming to harness this next wave of AI innovation while navigating the critical challenges of reliability, alignment, and control.