Spotlight on... Synpulse

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 Damon Gatison, Associate Partner at Synpulse (USA), to discuss •What are the current technology related challenges and opportunities in wealth management? •What combination of technologies can help wealth managers embrace the new way of working? •When you look at the technology capabilities and resources now available to the wealth management sector, what excites you most? 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.