Wealth Dynamix

Insights

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

Browse by type

Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

3 November 2022

Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

We are delighted to introduce two new faces here at Wealth Dynamix - Darell Miller as Managing Director APAC, and Urs Christian Eugster-Schnell as Commercial Director Europe (DACH).

3 min. read

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

27 October 2022

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

Wealth Dynamix, specialists in Client Relationship Management (CRM) and Client Lifecycle Management (CLM) for the wealth and private banking industry, has been awarded BS EN ISO/IEC 27001:2017 certification.

3 min. read

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

Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix

11 July 2022

Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix

Wealth Dynamix today announces Banco Sabadell, Miami Branch and Wealth Dynamix, have extended their working partnership for a further five years, heralding a decade-long commitment to the delivery of end-to-end client lifecycle management for HNW and UHNW individuals.

3 min. read

Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers

23 June 2022

Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers

Using a handful of typical use case throughout the client lifecycle, the benefit calculator gamifies business case generation by allowing firms to generate the likely benefits of to a digital-first CLM platform - all reflected in terms of revenue in, or costs out of the firm.

3 min. read

Wealth Dynamix now powers four of the best wealth managers for ultra-high net worth individuals in the world

7 June 2022

Wealth Dynamix now powers four of the best wealth managers for ultra-high net worth individuals in the world

Wealth Dynamix today announces that they are currently providing fully digitalised Client Lifecyle Management (CLM) solutions for the four companies with the top performing wealth managers in the world.

3 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 partners with Unblu putting clients at the centre of digital strategy

26 May 2022

Wealth Dynamix partners with Unblu putting clients at the centre of digital strategy

We have partnered with Unblu to integrate our secured conversational multi-channel platform to our Client Lifecycle Management solutions offering new ways of engaging with HNW end-clients.

3 min. read

Mirabaud launches Digital Transformation Programme and chooses Wealth Dynamix & Temenos for its wealth management services

25 April 2022

Mirabaud launches Digital Transformation Programme and chooses Wealth Dynamix & Temenos for its wealth management services

We’re proud to announce Mirabaud is launching the largest digital transformation project the bank has ever embarked on and Wealth Dynamix’s CLM solution, CLMi will be core to its capabilities.

3 min. read

Load More

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding