By Antony Bream, MD – EMEA & Americas, Wealth Dynamix

Data is the lifeblood of all financial services firms and there has never been more data to sift through.

Yet, wealth managers have been slow to leverage data to actively shape client engagement. In 2020, winning wealth managers will use a powerful combination of client and other forms of data such as portfolio performance to formulate more compelling campaigns and deliver more relevant, personalised services that drive AUM growth.

In the 1990s and 2000s, technology transformed finan...