Wealth Dynamix crowned best wealth management CRM solution for third year

Wealth Dynamix wins Systems In The City Awards

Leading suppliers of services and systems for the regulated investment sector were confirmed at the annual Systems in The City Awards presentation which took place at Merchant Taylors’ Hall, London, UK.

Wealth Dynamix are proud to announce winning the ‘Best CRM Solution’ 2018 for the 3rd year. The company were awarded for their ‘expertise and excellence in delivering CRM solutions’.

Commenting on the firm’s achievement, Gary Linieres, CEO of Wealth Dynamix said: “We are absolutely delighted to have been awarded this year’s Best CRM Solution by so many industry experts. Everyone at Wealth Dynamix has worked extremely hard to ensure we provide the best technology and expertise for our clients and it is great to see the team’s hard work being recognised.”

Stephen Pinner, Managing Director of Goodacre UK, who hosted the awards ceremony said: “These Awards are now the benchmark for firms considering alternative services and systems, not least as it is the users themselves who have offered direct feedback on all SITC FinTech nominees. The majority of providers work hard in the background to support their customers and I am especially pleased with the number of individuals who were nominated this year by the user firms. The work carried out by system providers is often overlooked and considering the major changes needed to keep systems compliant and fit for purpose, all nominees fully deserve to be recognised in this way.”.

To view list of all the winners click here

Share

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

READ OUR INSIGHTS

Wealth Dynamix Wins ‘Best Client Lifecycle Management Solution UK 2022’ in the Wealth & Finance 2022 Fund Awards

25 October 2022

Wealth Dynamix Wins ‘Best Client Lifecycle Management Solution UK 2022’ in the Wealth & Finance 2022 Fund Awards

Wealth Dynamix is proud to be awarded Best CLM Solution UK in the Wealth & Finance International 7th annual Fund Awards 2022.

2 min. read

Wealth Dynamix are double winners at the 10th Annual WealthBriefing Asia Awards for the Third Time

2 June 2022

Wealth Dynamix are double winners at the 10th Annual WealthBriefing Asia Awards for the Third Time

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.

2 min. read

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

4 August 2021

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"

2 min. read

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding