Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix

LONDON, 12 July 2022. 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.

This extended partnership is a move that cements Wealth Dynamix as a core technology provider within Banco Sabadell, Miami Branch’s technology infrastructure. 

Banco Sabadell, Miami Branch centres its banking activity in two areas of specialisation that encompass a wide offer of products and services: Private Banking and Corporate Banking and has used WDX1 from Wealth Dynamix already for five years to manage client lifecycle management for its HNW and UHNW clients in the US.

Wealth Dynamix product WDX1 is a secure, scalable, and fully digital Client Lifecycle Management (CLM) solution. It fully supports Banco Sabadell, Miami Branch’s goals by delivering a digital end to end experience for client engagement, client on-boarding and CRM that enhances the productivity of relationship managers as well as operations and compliance specialists.

WDX1 enables digital engagement with end clients to ensure the Bank cements its reputation as a provider of best-in-class account processing and client service from prospecting, to onboarding and ongoing management ensuring a seamless, efficient, and compliant journey, for both clients and advisers.

Gary Linieres, CEO and Co-founder OF Wealth Dynamix said: “We are absolutely delighted that Banco Sabadell, Miami Branch have re-signed with Wealth Dynamix for a further five years after an original five-year contract with us. As such, we will be working for over a decade together. This underscores their commitment to Wealth Dynamix and further endorses the power of our WDX1 solution and its benefits within their business.”

“We hugely appreciate this commitment as it demonstrates Banco Sabadell, Miami Branch’s commitment to us, the benefits we bring, our collaborative way of working and our ability to keep pace with the demands of a modern private banking business.  In addition, the demands of their customers, by bringing a digital-first solution with proven efficiency and support in growth”.

Carlos Fernandez at Banco Sabadell, Miami Branch said: “We have been working with Wealth Dynamix for the last five years and they have proven to be an effective partner for the Bank. The integration of WDX1 facilitates our delivery of adaptable and personalised experiences for our clients reflecting their individual requirements and investment strategies. We look forward to our continued working relationship with Wealth Dynamix”. 

 

Contacts: 
Wealth Dynamix:
Joanne Donoghue, Chief Marketing Officer, Wealth Dynamix, joanne.donoghue@wealth-dynamix.com
Rebecca Annable, Lansons, 02075669731 or rebeccaa@lansons.com

Banco de Sabadell, S.A., Miami Branch:
Carlos Manuel Fernandez, CIO, Banco Sabadell, Miami Branch, carlos.fernandez@sabadellbank.com

Share

Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

READ OUR INSIGHTS

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

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding