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| 77% of wealth management firms foresee an
increase in their use of cloud technology by 2018
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| Cloud technology has emerged as a primary enabler for growing wealth and investment managers wishing to transform their business. With increased regulatory pressure, a demanding client base and shifting generational wealth, firms should move toward more nimble, scalable solutions that deliver core business benefits.
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| Join us at the launch of WDX ONE, a comprehensive, Microsoft Dynamics CRM Online solution, delivering client onboarding, suitability, marketing & operations for the wealth management industry.
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| CRM on a whole new level. Wealth management in the cloud.
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| 20th June 2016 5pm - 11pm
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| 39th floor, 110 Bishopsgate, London, EC2N 4AY
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 Liverpool Street
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| Limited spaces available- must RSVP to gain entry
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We will be exploring the use of cloud technology in the wealth management industry with
a live demo of WDX ONE and interactive discussions from the following industry professionals: Chris Forest, Director for Financial Services, Microsoft
Mark Spiers, Principal, Head of Banking, Bovill
Matthew Yates, Product Director, WDX
Expect a great night with the opportunity to network and to speak to our team
about how WDX ONE can benefit you.
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Get in touch with Wealth Dynamix today to find out about our other services and solutions. |
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