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 insights, and thought leadership.
Thought Leadership
Cloud adoption in wealth management: Overcoming challenges and securing the future
Are you hesitant about cloud migration? Don't let security concerns hold you back!
Robert Roome , Chief Strategy Officer at Wealth Dynamix & Nadir M, Senior Management Consultant at Synpulse explore the benefits of cloud technology for wealth management firms, including enhanced security, improved efficiency & data-driven insights.
Real Intelligence: Leveraging AI for immediate impact in wealth management
Darell Miller , Managing Director APAC at Wealth Dynamix, introduces REAL Intelligence - a practical AI approach for wealth managers.
Learn how cloud solutions, data quality, and compliance-focused AI can double AUM growth while lowering costs, and transforming operations across Asia’s wealth management sector.
Industry Insights
FinTech Futures : White paper - How AI is propelling innovation in financial services
While implementing AI in the financial services industry has the potential to be transformative, restrictive regulations and data privacy requirements mean that businesses must overcome several hurdles. Banks often need to upgrade legacy systems before fully leveraging AI capabilities, necessitating investments in data capture and accuracy, workforce expertise, and system modernisation.
普华永道 2024 - Asset & Wealth Management Report
Four-fifths (80%) of asset and wealth management organisations say disruptive technologies such as AI will fuel revenue growth, with those moving quickly to adopt ‘tech-as-a-service’ potentially seeing a 12% boost to revenues by 2028, according to PwC analysis.
德勤 : Strategic initiatives for winning using WealthTech
Wealth managers face rising challenges - from shifting client expectations to evolving cybersecurity risks.
To stay ahead, firms must focus on five strategic initiatives: enhance client experience, transform technology, strengthen client relationships, invest in cybersecurity, and prepare the workforce.
Thank you for reading. Please get in touch with us at [email protected] for any questions or comments.
Don't forget to subscribe to our newsletter to ensure you don't miss the latest insights about Client Lifecycle Management for Wealth and Asset Managers.