WealthTech Insights
Wealth Dynamix
CRM, CLM & Onboarding solutions for private banks & wealth management firms
Stay ahead of the curve by keeping yourself updated with our latest news, insights, and thought leadership.
News & Thought Leadership
Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science
This collaboration combines Wealth Dynamix’s leading Client Lifecycle Management solutions with Oxford Risk’s expertise in behavioural finance, enabling wealth managers to deliver personalised, data-driven experiences.
By integrating behavioural insights, the partnership aims to streamline risk assessments, enhance onboarding processes, and provide investment strategies aligned with clients’ risk profiles and goals.
Scaling for the future: strategies for the evolving Wealth Management landscape
In the recent Hubbis wealth management forum, Darell Miller emphasized the need for wealth management firms to decouple revenue from costs to scale profitably. Unlike data businesses with negligible incremental costs post-setup, wealth management faces rising costs with increased clients.
Darell provided a roadmap for continuous innovation and adaptation in the wealth management industry. His insights aim to help firms enhance client personalisation, improve efficiency, and drive revenue growth without proportional cost increases.
Case Studies
Maximising client relationship manager productivity with a CLM system
Ready to reduce onboarding time by 90%?
Inside this case study, you'll discover:
The secret to creating a "single source of truth" for client data
Strategies to empower advisors with a 360-degree view of each client
The path to achieving a dramatic reduction in onboarding times
Driving superior client outcomes and digital transformation
Tired of manual processes slowing down your growth? See how a UK wealth management firm achieved incredible results with our WDX1 solution:
Saved £750,000 through digital KYC and suitability processes
Approved 7,000 new accounts with streamlined workflows
Reviewed 60,000 portfolios efficiently
Industry Insights
Private Banker International: How AI can shape wealth management strategies for Millennials and Gen Z
In an era where understanding millennials and Generation Z is crucial for survival, AI emerges as a game-changer for wealth management strategies.
Both generations wield significant financial power, with many millennials in senior positions and Gen Z members entering the workforce and starting families. They demand personalised, tech-savvy financial interactions, making AI a vital tool for wealth managers. By leveraging AI, wealth managers can tailor their approaches to resonate with these groups, ensuring long-term client relationships and business growth.
ThoughtLab: Wealth management’s transformation in an era of disruption
The wealth management industry faces a pivotal transformation, driven by a major wealth transfer and rising digital-first expectations from younger generations. ThoughtLab's "Wealth Management Megatrends" explores these shifts through expert insights, highlighting key disruptors like AI, digital platforms, and changing investor demographics.
Finextra: Fraud and AML case management: How to operate at the speed of risk
In today's fast-paced financial landscape, staying ahead of fraud and anti-money laundering risks is more critical than ever. Finextra's latest research paper, delves into the challenges of fragmented systems and fractured data, offering strategies to unify data, streamline investigations, and enhance compliance.
Thank you for reading. Please contact us at connect@wealth-dynamix.com for any questions or comments.
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