Pulse and Wealth Dynamix have announced a joint venture to allow Pulse to enhance its offering to clients through the introduction of a powerful CRM solution.
Paul Mepham, Sales Director at Pulse comments, “Uniquely for Pulse we have partnered with a third party to provide a strategically important new product. Having recognised the need to offer a CRM capability to clients and having evaluated, in considerable detail, the option of ‘self-build’ we realised that this was an area where BOTH comprehensive domain AND Microsoft® Dynamics expertise is required.
There is no shortage of Microsoft® Dynamics experts available, but finding people with the knowledge and experience to successfully apply that to the wealth management industry is a totally different proposition. A significant percentage of CRM projects fail (at significant cost) as a result of having one set of skills or the other but not both. There is no doubt that the impressive track record of the team at Wealth Dynamix means that we have selected the best possible partner.”
Wealth Dynamix (WDX) specialises in providing client relationship management and business intelligence solutions for the wealth and investment management market based on the latest Microsoft® Dynamics CRM platform. With over 20 years of experience in delivering technology for financial services, Wealth Dynamix has clients based in the UK, including leading financial institutions, wealth managers, family offices and boutique Investment Managers.
3 November 2022
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).
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27 October 2022
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.
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25 October 2022
Wealth Dynamix is proud to be awarded Best CLM Solution UK in the Wealth & Finance International 7th annual Fund Awards 2022.
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