@MakingMonzo Hey @MakingMonzo did you manage to get this feature released? it would be very handy to be able to bulk-apply categories to multiple transactions
🏆 We’re proud to have won the Functionality Award in Celent's New Wealth Management CRM Report for our WDX1 platform! 🏆
Thank you @Celent_Research and congratulations to the winners of the other categories!!
https://t.co/UOIa7vbKvy
#WealthTech#WealthManagement#CRM
@travelgenio what's going on? Mum had a trip cancelled three weeks ago and still haven't heard from you! Sent emails and filled forms but nothing. Can you please react?
We are delighted to announce our double win for ‘Excellence in Customer Experience’ and 'Outstanding Front-End Digital Solutions Provider’ at the Private Banker International Awards in Switzerland last week. #winners#awards#privatebanking
https://t.co/HPdEah7izT
In the #wealthmanagement industry today there's a combination of challenges facing firms which is driving client demand and the need for #digitaltransformation. However leveraging these forces can actually help to better serve the advisors as well as the…https://t.co/JtW3sqbF4f
It has been a great morning at the @PIMFA_UK annual summit with some insightful discussions on the future of wealth management and how key factors such as regulation and the increase in demand for digital capabilities are reshaping the sector.
It’s been a fantastic day at the Global WealthTech Summit. A lot of focus on the need for change in wealth management, in particular to accommodate the increasing demand for digital capabilities, keeping up with the competition, and pressure from the regulator! #WealthTech
Wealth Dynamix has launched in Asia! Welcoming @findaWM and Jewel to the team to drive the expansion across the region. Now with 6 offices globally- Very exciting times ahead both for the company and the #wealthmanagement industry! Bring on 2019!
#privat…https://t.co/jruGFvLM9g
#Vodafone dreadful customer service!!!moved house 1month ago,couldn't provide same speed and instead of cancelling broadband for free they r charging 113£!!for a month chatting with them and TRYING to call (almost impossible to get hold)!told me they'd call me back and never did!
We are very excited to welcome Niklas Lindberg as Chief Revenue Officer to the WDX team, Niklas will be based in Zurich and will be responsible for all Sales, Marketing and Partnership activities globally.
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Wealth Dynamix and other industry experts share their views on the opportunities of GDPR and how prepared the Wealth Management industry is for this new regulation. #Regtech#GDPR#Compliace https://t.co/fIple25MuO
Let's celebrate our move from https://t.co/aVnLDQQgNw to https://t.co/habioy6nhN! Share your last milestone on the forums for a chance to win great prizes https://t.co/MP63AfEK3k
I'm innovating the future of OnePlus Smartphones with #PeiCoin, join the cause and mine your way to crypto revolution. #NeverSettle https://t.co/c1HhyfwWcZ