Wealth Dynamix crowned best IT newcomer at WealthBriefing European Awards

Wealth Dynamix, one of Europe’s foremost CRM Technology providers to the European Wealth Management industry was crowned ‘Best IT Newcomer’ at the WealthBriefing European Awards 2014.

“The judges felt the winning firm in this section is a company to watch as they are showing significant, triple-digit, growth. Judges were also impressed with this firm’s support of the UK’s wealth management sector, outstanding thought leadership in the area of client management, Client On-Boarding, Client Suitability and innovation in CRM”.

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 2013’. The BBC’s Sophie Raworth presented the awards during a glitzy gala black-tie dinner, at the Guildhall in the City of London.

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 innovation and service to our clients, and move us closer to our goal of being recognised as a the pre-eminent CRM provider in Wealth Management
Gary Linieres
CEO at Wealth Dynamix

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.”


Wealth Dynamix crowned best IT newcomer at wealthbriefing European awards 2014

1. About Winning Company

Wealth Dynamix specialise in delivering CRM solutions to the Wealth Management and Capital Management markets. Wealth Dynamix have tools designed and built on the Microsoft Dynamics CRM 2013 platform which include key components such as a Wealth specific CRM system integrated to Outlook, prospect management and client on-boarding processes, risk profiling tools, KYC, CDD and suitability processes, intermediary and client portfolio valuation tools for discretionary and advisory managers, customer liaison workflows for operational management, DMS Integration, flexible dashboards, mobile and telephone connectivity, marketing and campaign management, management and business intelligence reporting, custom reporting and many other features.

2. About ClearView Financial Media Ltd (“ClearView”)

ClearView Financial Media was founded by CEO, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events programme.

With teams based in London, Singapore, Switzerland, US, South Africa and the Philippines, the company is one of the fastest-growing media groups serving the financial services sector.

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Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

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