Tag: Wealth Dynamix
What do wealth managers really think of life in the front...
A research report by Wealth Dynamix and Compeer has provided insights into how front office professionals view the client lifecycle management process.
Three ways technology has proven essential for client management during Covid-19
The coronavirus crisis has made it near impossible to meet new clients face to face, which is why technology is playing an increasingly important role in the process of managing customer relationships.
Wealth Dynamix to help French private bank improve onboarding
Client lifecycle management solution Wealth Dynamix will help to digitise the onboarding functions of an unnamed French independent private bank, as part of a new partnership.
