Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
13 October 2020
Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives
Wealth Dynamix and CH&Co. join forces to deliver enterprise-scale digital transformation projects that have CLM as a core requirement.
3 min. read
23 June 2020
Wealth Dynamix Partners with Ortec Finance to Add Goal Based Wealth Management Insights to a Single Client View
The integration will provide relationship managers and advisors with complete, seamless visibility of every client’s portfolio progress against pre-defined goals, from within a single, unified advisor workspace.
3 min. read
17 June 2020
New Research Confirms that Asia Relationship Managers Still Have Inadequate Tools and Insufficient Time to Improve the Client Experience
Ground-breaking independent wealth management study confirms the vital role of technology in overcoming relationship management challenges in Asia.
2 min. read
15 June 2020
Wealth Dynamix Wins WealthBriefing Asia Best CRM Award for Second Consecutive Year
Judges cite innovative application of Customer Relationship Management and a pioneering approach to Client Lifecycle Management as key differentiators for Wealth Dynamix.
2 min. read
9 June 2020
Connective and Wealth Dynamix join forces to eliminate signatory challenges throughout the digital client journey
The combination of Wealth Dynamix and Connective facilitates digital transformation by eliminating manual, paper-based signature processes, which are inefficient, error-prone, and in many cases impractical.
2 min. read
2 June 2020
Wealth Dynamix and Azqore Extend Partnership to Deliver Fully Integrated Core Banking with Client Lifecycle Management
Wealth Dynamix and Azqore partner to simplify the technology stack, remove key man dependency and significantly reduce cost within wealth management operations.
3 min. read
21 May 2020
Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report
Wealth Dynamix receives XCelent Overall award for outstanding performance in Celent's Wealth Management Client Onboarding Platforms ABCD Vendor View report.
2 min. read
11 May 2020
Capita Partners with Wealth Dynamix for Best in Class Client Lifecycle Management
Wealth Dynamix and Capita partner to incorporate Client Lifecycle Management within digital transformation deployments for private banks and wealth and asset management firms.
2 min. read
7 May 2020
Wealth Dynamix CEO Gary Linieres Recognised for Exceptional Leadership by CEO Today Magazine
Dedicated to recognising exceptional leadership, the CEO Today United Kingdom awards celebrate Britain's most successful CEO's and entrepreneurs.
1 min. read
