Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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
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
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
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
21 April 2022
5,000 LinkedIn Followers
We are thrilled to have grown our LinkedIn followers from 1,000 to 5,000 in only two years!
1 min. read
5 October 2021
Wealth Dynamix team expands in Lithuania
Wealth Dynamix opens new office in Lithuania to accommodate the growth of the local team, which is set to double in size over the next 12 months.
2 min. read
4 August 2021
Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report
Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"
2 min. read
28 June 2021
Wealth Dynamix Selected to Join Mayor’s International Business Programme, an Accelerator Programme That Helps UK Scale-up Firms Go Global
Aided by the support and advice received through the programme, Wealth Dynamix will continue its international expansion.
3 min. read
10 May 2021
New Research Lifts the Lid on Front Office Life in Wealth Management, in the Relationship Managers Own Words
Relationship managers shared their views on their roles and the barriers that stand in the way of delivering the best client service.
3 min. read