Wealth Dynamix, a leading Client Lifecycle Management solution provider, and ELCA, one of the largest independent Swiss Consultancy firms have partnered to drive digitization in the Private Banking sector in Switzerland. This new partnership will enable ELCA to offer its customers a solution designed to deliver specific business outcomes around client acquisition, client management and onboarding.
Wealth Dynamix’s cutting-edge solution, WDX ONE, and the team’s expertise will complement ELCA’s offering to the Swiss Private Banking sector. The WDX ONE solution will be implemented by local ELCA implementation teams, supported by Wealth Dynamix based out of the firm’s newly opened offices in Zurich. A specialist team of local ELCA consultants and business analysts will be available throughout the project, ensuring the successful delivery of the Wealth Dynamix solution, and providing ongoing support thereafter. The collaborated offering will form the foundation of a firm’s digital strategy focusing on superior client outcomes delivered via digital channels.
Commenting on the partnership, Yves Burki, Head of Business Line Financial Services, ELCA says
Niklas Lindberg, Chief Revenue Office, Wealth Dynamix, comments
The benefits of embracing technology are clear, financial services and, in particular, the private banking sector have been somewhat lagging behind in adopting new digital tools. The partnership between ELCA and Wealth Dynamix presents an opportunity for firms in the Private Banking sector to execute and accelerate their digital transformation strategy, giving firms the right tools to better manage their clients, improve internal processes around operations and in turn grow their AuM.
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