We are delighted to announce that Wealth Dynamix has been awarded ‘Best CLM (Customer Lifecycle Management) Solution’ and ‘Best Digital Offering’ at the WealthBriefing Asia awards*. This is the third time in five years Wealth Dynamix has been recognised at these awards.
The WealthBriefing Asia Awards, now an established feature of the industry calendar, are designed to acknowledge the organisations in the wealth management sector for how they focus on excellence and client service.
Experts on the judges’ panel recognised Wealth Dynamix as a CRM specialist. The judges were particularly impressed by the firm’s CLM technology that adds intelligence to client data enabling advisors to make the right recommendations at the right time, identifying opportunities to grow revenue and boost operating efficiencies, all whilst ensuring regulatory adherence.
Transforming wealth management is in our name and our DNA. WealthBriefing Asia recognised this and titled Wealth Dynamix as the Best Digital Offering. The judging panel was impressed on how over the past twelve months Wealth Dynamix made exceptional advancements for wealth managers in Asia and beyond. The launch of CLMi in 2021 provided the market with another industry-changing 360-degree clous-based SaaS CLM solution, CLMi; which supports our growth ambitions and fuels our market share.
Commenting on the firm’s triumph, Darell Miller Head of APAC said: “We are delighted to have won these two prestigious awards. It is a great honour for Wealth Dynamix to be recognised alongside industry leaders, and is testament to the hard work that our local and global teams have put in. Our wealth management roots, and expertise enable us to continuously provide innovative CLM technology and digital offerings to the wealth management sector.
These awards recognise the absolute best operators in the private client industry. ‘Independence’, ‘integrity’ and ‘genuine insight’ are the watchwords of the judging process. The awards truly reflect excellence in wealth management.”
*For a full list of winners visit: The Tenth Annual WealthBriefingAsia Awards 2022 – Clearview Publishing as published on 02 June 2022.
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