Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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
10 October 2022
eBook: 10 Reasons to Choose Wealth Dynamix
As we celebrate 10 years supporting wealth and asset management firms, we lay out how you can win with Wealth Dynamix starting with these 10 reasons.
3 min. read
10 October 2022
10 years in the making – Introducing our latest e-book, 10 Reasons to Choose Wealth Dynamix
Discover the ten-fold benefits of an end-to-end CLM solution built by wealth management experts with our latest e-book.
3 min. read
3 October 2022
Whitepaper: Seizing the Opportunities for NextGen Wealth Management in Asia
Hubbis hand-picked a panel of wealth management experts to join Gabriel Chan, Head of APAC at Wealth Dynamix to focus their attention on the needs and expectations of the next generations of Asia’s private clients.
3 min. read
29 September 2022
Outsourcing And Other Wealth Firms’ Challenges: The View From Two Players
Tom Burroughes, Group Editor for WealthBriefing recently interviewed Gary Linieres, our CEO & Co-founder about his views on outsourcing, the current requirements of firms and the benefits of change.
3 min. read
27 September 2022
How to maximise the next-gen opportunity in Asia?
The experts' take on the challenges and opportunities presented by APAC's wealth transfer.
3 min. read
26 September 2022
Wealth Dynamix CEO & Co-Founder Beats the Global Drum for State-of-the-Art CLM
Hubbis met recently with Gary Linieres, our CEO & Co-founder, to learn more about his plans for the future, specifically in the core Hubbis markets in Asia, where Wealth Dynamix has been winning more traction with our new CLMi SaaS solution.
3 min. read