Private Banker International (PBI), the leading briefing service for the global wealth management industry, has announced the winners of the 2018 Private Banking Switzerland Awards, held in conjunction with the Private Banking: Switzerland Conference at the Marriott Hotel in Zurich.
Wealth Dynamix were shortlisted alongside Avaloq and Profile Software for the ‘Outstanding Front-End Digital Solutions Provider’ and ‘Excellence in Customer Experience’ at the Private Banker International Swiss Awards 2018. Wealth Dynamix were proudly named double winners of these prestigious awards in Zurich this week.
Commenting on the firm’s achievement, Niklas Lindberg, Chief Revenue Officer of Wealth Dynamix said, “We are absolutely delighted to be recognized for our Client Lifecycle Management solution in Switzerland. This is a true testament to the hard work that the team have put in over the last 12 months during our expansion to the Swiss market.”
Oliver Williams, Editor of Private Banker International says, “These awards go out to organisations that centre their businesses around their clients. The judges were very clear about that.
With the private banking industry evolving, it is important we recognize, not just the traditional players, but the technology providers as well. Without them private banking would not be relevant in today’s fast moving financial world.”
The inaugural, Switzerland-focused Awards, dedicated to celebrate excellence and achievement in the private banking and wealth management markets across the region, revealed winners across 10 different categories. The winners were carefully selected by an independent judging panel and PBI Editorial team members.
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.