Tagged: wealth dynamix

Wealth Dynamix, REGDATA to Create Tokenized Client Lifecycle Management Solution

October 22, 2023 @ 10:30 am By Omar Faridi |

Wealth Dynamix announces that they have partnered with REGDATA in order to create the fully tokenized Client Lifecycle Management (CLM) solution in the cloud.” You can now safeguard your most critical data in CLMi using the REGDATA Protection Suite (RPS). This data protection and privacy… Read More

Read more in: Fintech, Global | Tagged client lifecycle management, clm, cloud, regdata, tokenization, wealth dynamix

Wealthtech: Asian Relationship Managers Don’t have Appropriate Tools or Time to Improve the Client Experience, a New Report Reveals

June 18, 2020 @ 10:45 pm By Omar Faridi |

Wealth Dynamix, a digital Client Lifecycle Management (CLM) solution that aims to address the requirements of client acquisition and engagement, digital onboarding, regulatory compliance, and relationship management for wealth managers, has published a new report. The report highlights the opportunities and challenges that relationship… Read More

Read more in: Fintech, Asia | Tagged high net worth individuals, hnwis, wealth dynamix, wealth management