Wealth Dynamix wins ‘Best CRM Solution’

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.

Wealth Dynamix is proud to announce winning the ‘Best CRM Solution’ 2017 for the second year. The company were awarded for their ‘expertise and track record in delivering CRM and client on boarding solutions’.

Matt Aylward, Managing Director of Wealth Dynamix commented, “We are absolutely delighted to have been awarded this year’s Best CRM Solution by so many industry experts. Everyone 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, “The pressure on service and system suppliers is intense and shows no sign of letting up with the forthcoming requirements to meet regulatory challenges such as MiFID ll and GDPR. We received 25% more applications for SITC nominations this year which shows how highly respected these awards have become. All nominees and winners are to be congratulated for their work, most of which is done ‘behind the scenes’ to ensure that our investment services operate efficiently.”

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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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