It’s a Hat-trick for Wealth Dynamix at the WealthBriefing Awards!

Wealth Dynamix awarded ‘Best CRM System’ at The Eleventh Annual WealthBriefing European Awards on 30th March 2023 – Our third WealthBriefing award this year!

Designed to highlight the ‘best of breed’ of European organisations, these awards recognise outstanding businesses grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.     

Commenting on our success, Rob Roome (Chief Strategy Officer) said, “We are thrilled to receive this prestigious award for our innovative solutions, which empower staff and clients to deliver proactive, compliant, and customised engagement in the wealth management sector. At Wealth Dynamix, our mission is to actively support our industry’s evolution and growth, and we are truly grateful for this recognition.

As we look to the future, although there are inevitable challenges, we remain enthusiastic about the potential opportunities. In particular, we aim to support wealth management firms harness the power of maturing technologies, such as cloud computing, while also exploring the potential of emerging technologies like generative AI. We believe these advancements – alongside others – will support the industry in delivering exceptional client relationship management at scale.”

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, once again extended his congratulations saying “The organisations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission.

These awards were independently and expertly judged solely based on entrants’ submissions and their responses to several specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics. That is unique, and I believe, compelling feature. 

These awards recognise the very best operators in European wealth management, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in European wealth management.”  

If you’re looking to build an exceptional client servicing experience for your wealth management firm our, multi-award-winning solutions built on intelligent technology and innovative applications will revolutionise the client experience and transform the way you work.

*For a full list of winners visit: The Eleventh Annual WealthBriefing European Awards 2023 – Clearview Publishing

Previous awards for Wealth Dynamix by WealthBriefing include:  

  • Americas: Best CLM Solution 2023
  • Swiss: Best CRM System 2023
  • APAC: Best CRM Solution – Life Cycle Management 2022   
  • APAC: Best Digital Offering 2022  
  • European: Best CRM System 2018  
  • Swiss: Best CRM System 2017  
  • European: New IT Comer – Editor’s Award 2014 


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


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