WealthTech Insights
Wealth Dynamix
CRM, CLM & Onboarding solutions for private banks & wealth management firms
Stay ahead of the curve by updating yourself with our latest insights and thought leadership.
Thought Leadership
The critical role of AI-enhanced CRM in enhancing wealth management efficiency
AI and automation are no longer just growth drivers in wealth management - they’re now essential for staying competitive. In a recent Hubbis Digital Dialogue, Darell Miller - Managing Director, APAC at Wealth Dynamix, explored how AI-powered CRM solutions are transforming the industry. From streamlining portfolio management and compliance to enhancing client engagement and prospecting, AI is reshaping how relationship managers operate. But the real game-changer? Leveraging technology to free up advisors’ time, allowing them to focus on what matters most - building strong client relationships.
Navigating the future of wealth management: a strategic approach to technology and innovation
Technology is reshaping wealth management, and firms that fail to modernise risk falling behind. Steve D'Souza , Head of Direct Sales at Wealth Dynamix, in a discussion with Tom Burroughes , Group Editor at WealthBriefing , highlights the need for a strong technological foundation - integrating CRM, CLM data, and responsive portfolio management systems to drive efficiency and scalability.?
Cloud adoption, AI, and blockchain are unlocking new opportunities, yet legacy systems remain a hurdle. As regulations tighten and client expectations grow, firms must embrace innovation, streamline operations, and future-proof their tech strategies. Discover how digital transformation is redefining wealth management and why adapting now is crucial for long-term success.
Industry Insights
普华永道 : Next in asset and wealth management 2025
The asset and wealth management (AWM) industry is undergoing a seismic shift. With investors demanding access to private credit, crypto, and other emerging markets, firms must rethink their strategies to stay competitive.?
To thrive, AWM firms are choosing between two paths: scaling up through mergers and strategic partnerships or leveraging technology and automation to enhance efficiency and growth. Generative AI is a key enabler, allowing firms to improve decision-making, automate operations, and personalise client experiences.
As competition intensifies and regulations evolve, firms must act now to build agile, technology-driven operating models that drive long-term success.
FinTech Futures : Agentic AI and the future of FinTech and banking automation?
Agentic AI is revolutionising financial services by enabling AI "agents" to make autonomous decisions, streamlining processes in backend automation, cybersecurity, and portfolio management. Leading institutions, including 法国巴黎银行 , BBVA , and Franklin Templeton , are adopting this technology.
Experts highlight its potential to automate complex tasks, improving efficiency in wealth management. However, balancing innovation with regulation remains crucial. With rapid advancements from tech giants like OpenAI and Google, the financial industry is set for transformative changes, with agentic AI shaping the future of fintech and banking automation.
Finextra : Wealth management in 2025: Tech innovation in focus
The wealth management industry is at a turning point - firms must embrace technology or risk being left behind. AI and machine learning are transforming client experiences with hyper-personalised insights.?
Automation, data analytics, and cloud solutions are driving efficiency, innovation, and scalability. However, firms face challenges integrating legacy systems, staying compliant with evolving regulations, and meeting rising client expectations. As AI-powered robo-advisors evolve and digital-first platforms dominate, the future belongs to those who adapt.
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.