Gary Linieres CEO & Co-founder at Wealth Dynamix
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 their business at risk. In January we released an e-book my colleague spoke to them about the need to see client lifecycle management (CLM) for wh...
30 July 2020 /wealth /covid-19 Capital Markets Technology
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 idea that within weeks our world would be turned upside down by a pandemic as voracious as COVID-19. In hindsight, the quote I referenced at that time from Jim Marous, Ed...
14 May 2020 /wealth /markets Trends in Financial Services
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