Spotlight on... Dreamquark

Presented by

Antony Bream, MD - EMEA & Americas, Wealth Dynamix

About this talk

We are excited to launch ‘Spotlight on…’, a new series of webinars where we sit down for a fireside chat with our partners from the wealth management industry. In this episode we welcome Mikko Hietanen, Chief Revenue Officer and Francois de Lesecure, Chief Sales & Marketing Officer at Dreamquark to discuss •How is AI being used by wealth managers to deliver a personalised client service? •How can wealth managers leverage data to improve customer retention and loyalty? •How can AI help advisors be more efficient and effective (not to take over their jobs!)? Look out for more exciting discussions in this webinar series!

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Wealth Dynamix provides market leading Client Lifecycle Management (CLM) solutions to the world’s top private banks, wealth and asset management firms. Our multi-award-winning, fully integrated, end-to-end digital CLM solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, and ongoing client servicing. Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.