Client lifecycle management (CLM) solutions provider Wealth Dynamix announced today that it will collaborate with digital transaction management solutions provider Connective, with a view to integrating digital signatures into an existing CLM solution. In a bid to facilitate the digitalisation of wealth managers, Wealth Dynamix said it will work with Connective to transform the WM agreement process into an entirely…
Wealth Dynamix partners with Connective to digitalise WM agreement process
