Wealth Dynamix

Insights

Explore our latest Client Lifecycle Management news, insights and thought leadership

Wealth Dynamix and Microsoft win at Asian Private Banker Technology Awards

11 March 2019

Wealth Dynamix and Microsoft win at Asian Private Banker Technology Awards

Wealth Dynamix has won the accolade of Best Integrated Front Office Technology Solution with Microsoft Dynamics 365 at the Asian Private Banker awards.

3 min. read

Wealth Dynamix has four wins at the WealthBriefing Swiss awards

11 February 2019

Wealth Dynamix has four wins at the WealthBriefing Swiss awards

Wealth Dynamix secures major four wins at the WealthBriefing Swiss Awards 2019 held at the Hotel President Wilson in Geneva.

3 min. read

Wealth Dynamix is a double winner at Private Banker International Swiss Awards

14 December 2018

Wealth Dynamix is a double winner at Private Banker International Swiss Awards

Private Banker International has announced Wealth Dynamix as the double winners of the 2018 Private Banking Switzerland Awards!

3 min. read

Wealth Dynamix named double winners at the Goodacre Systems in the City Awards

18 July 2018

Wealth Dynamix named double winners at the Goodacre Systems in the City Awards

Leading service and system suppliers were announced at the Systems in the City Fintech Awards during a ceremony at Merchant Taylors’ Hall last week.

3 min. read

Wealth Dynamix named winner for ‘Outstanding Digital Solutions Provider’

25 June 2018

Wealth Dynamix named winner for ‘Outstanding Digital Solutions Provider’

Wealth Dynamix wins ‘Outstanding Digital Solutions Provider’ at the 2018 Private Banking & Wealth Management awards in London earlier this month.

3 min. read

Wealth Dynamix crowned 'Best CRM System' at the Wealthbriefing European Awards

30 April 2018

Wealth Dynamix crowned 'Best CRM System' at the Wealthbriefing European Awards

Wealth Dynamix, leading Client Lifecycle Management solution providers, was awarded ‘Best CRM System’ last night at the WealthBriefing European Awards 2018.

3 min. read

Wealth Dynamix crowned 'Best Onboarding Solution' at Family Wealth Report Awards in NY

21 March 2018

Wealth Dynamix crowned 'Best Onboarding Solution' at Family Wealth Report Awards in NY

Wealth Dynamix was crowned ‘Best On-boarding solution’ at the 5th Family Wealth Report Awards 2018 held at the exclusive Mandarin Oriental, New York.

6 min. read

Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards

9 February 2018

Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards

Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards. The awards dinner was held at Geneva.

3 min. read

Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Switzerland Awards

14 December 2017

Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Switzerland Awards

Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Swiss Awards 2017.

3 min. read

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