Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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3 March 2023
Wealth Dynamix appoints new Chief Strategy Officer
Robert Roome has 20 years of experience in the Wealth Management (WM) and Private Banking Industries, within technology, wealth management and management consulting firms.
3 min. read
23 February 2023
Wealth Dynamix Awarded Best CLM Solution at the 2nd Annual WealthBriefing WealthTech Americas Awards 2023
Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
2 min. read
10 February 2023
Wealth Dynamix joins global elite with WealthBriefing Swiss Award
Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
2 min. read
26 January 2023
Indosuez Wealth Management acquires a majority stake in Wealth Dynamix, a fintech specialising in client relationship management for private banks
Today, Indosuez Wealth Management acquired 70% of Wealth Dynamics Ltd, a fintech founded in 2012 that provides Client Lifecycle Management solutions to private banks, and wealth management and asset management firms worldwide.
3 min. read
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
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
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
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
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