Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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9 November 2023
Transforming Client Relationship and Wealth Management: Wealth Dynamix joins forces with Flanks
Wealth Dynamix and Flanks, two leading innovators in the wealth management sector, are thrilled to announce their strategic partnership aimed at transforming client engagement and financial management practices.
3 min. read
19 October 2023
Wealth Dynamix Partners with REGDATA to Create an Industry First: a Fully Tokenised Client Lifecycle Management Solution in the Cloud!
Wealth Dynamix today announces that they have partnered with REGDATA to create the first fully tokenised Client Lifecycle Management (CLM) solution in the cloud.
3 min. read
27 June 2023
Wealth Dynamix Secures 10th award this year: Best CRM Solution at SITC Awards
Wealth Dynamix wins 10th industry award at SITCA 2023 for the Best CRM Solution, reinforcing innovation and excellence in the wealth management industry.
2 min. read
16 June 2023
Wealth Dynamix beats off stiff competition for IBSi’s best CRM Provider Award
Wealth Dynamix has beaten off nominations from 94 firms in 47 countries to be crowned Best CRM provider 2023 by IBS Intelligence.
2 min. read
8 June 2023
Wealth Dynamix scoops Best Platform for Client Comms & Engagement Global Private Banking
Wealth Dynamix globally recognised as Best Platform for Client Comms & Engagement underscoring leadership in the delivery of hyper-personalised client experiences whilst delivering cost-efficiencies along the client lifecycle.
2 min. read
6 June 2023
Wealth Dynamix cements global recognition as double winners at the WealthBriefing 2023 APAC awards for Best CRM AND Best Digital Offering in APAC
Wealth Dynamix cements global recognition with two more WealthBriefing awards for Best CRM and Best Digital Offering in the APAC region following recent triumphs in the UK, Americas, Swiss and the European awards.
2 min. read
16 May 2023
Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration
Investment platform Third Financial has launched a market-leading integration with Wealth Dynamix, as it continues its campaign against fragmented technology in the wealth management and advice sector.
3 min. read
10 May 2023
Wealth Dynamix Appoints New Sales Manager Steve D'Souza
Steve will lead and further develop business opportunities in the UK, USA, Canada, Middle East, South Africa, and Scandinavia.
2 min. read
26 April 2023
Wealth Dynamix has been awarded Best Front Office Solution in the Asian Private Banker Technology Awards 2022
We’re delighted to be awarded Best Front Office Solution at Asian Private Banker’s 8th Technology Awards 2022! The programme, now in its eighth year, celebrates the innovations and achievements of Asia's rapidly growing financial technology industry.
2 min. read
