Wealth Dynamix, one of Switzerland’s foremost Client Management platform providers was last night, crowned ‘Best CRM System’ at the 4th WealthBriefing Swiss Awards. The glittering awards dinner was held at the Hotel President Wilson, Geneva.
One of four firms to be shortlisted in the CRM Systems category, the triumph is yet another milestone in the Company’s drive to be recognized as one of the pre-eminent players in the competitive technological space.
Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2016’.
Gary Linieres, CEO at Wealth Dynamix comments, “We are delighted to have been voted the winner of this prestigious award by so many of the industry’s great and good. It is a great honour to be recognised in these awards, and testament to the hard work that the team have put in over the last 12 months. Everyone has really pulled together to ensure we continue to deliver the highest level of service to our clients, and move us that bit closer to our goal of being recognised as a market leader in the wealth management space.”
ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said, “
The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics.
That is unique, and I believe, compelling feature. These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management.”
25 October 2022
Wealth Dynamix is proud to be awarded Best CLM Solution UK in the Wealth & Finance International 7th annual Fund Awards 2022.
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2 June 2022
We are delighted to announce that Wealth Dynamix has been awarded ‘Best CLM (Customer Lifecycle Management) Solution’ and ‘Best Digital Offering’ at the WealthBriefing Asia awards.
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4 August 2021
Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"
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