Unveiling our new Wealth Dynamix corporate branding [Video]

Unveiling our new Wealth Dynamix corporate branding [Video]

We are unveiling our new Wealth Dynamix corporate branding video! We have changed for the better!

Our industry has been violently shaken up in the last few years. With tougher regulations, a new generation of more demanding clients and increasingly complex digital challenges.

We recognised a lot has changed and adapted to meet the needs of our clients.

Find out more about our new and improved Client Lifecycle Management Solution, WDX1.

WDX1 helps ensure that your firm thrives despite the tremors by increasing the amount of time you spend with your clients.

Watch our rebrand video here

Check out our Client Lifecycle Management platform, WDX1, and learn how you can improve your advisors productivity, grow your AUM and engage your clients.

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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).

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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.

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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

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