Wealth Dynamix crowned ‘Best CRM System’ at the Wealthbriefing European Awards

Wealth Dynamix (WDX), one of Europe’s leading Client Lifecycle Management solution provider was last night awarded ‘Best CRM System’ at the WealthBriefing European Awards 2018.

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 2017’. SKY News, Sunrise Anchor, Sarah-Jane Mee, presented the awards during a glitzy gala black-tie dinner, at the Guildhall in the City of London.

Commenting on the firm’s triumph, Gary Linieres, CEO, Wealth Dynamix said: “We are absolutely delighted to have been voted the winner of this esteemed award. We have made waves for our pioneering software and our consistent client focus and it is a great honour to be recognised in the industry. This is a true testament to the hard work that the team have put in over the last 12 months.”

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 a 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. I am optimistic that these annual awards will become one of the brightest highlights in the wealth management calendar.”