London, UK, March 03, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, is delighted to announce its appearance on the The Financial Technologist ‘Most Influential Financial Technology Companies 2020’ list.
Selected by a panel of judges from EY, Baringa, Coremont, Lloyds Banking Group, Alpha FMC, CRUXY & Company and The Realization Group, the 187 firms were chosen for their potential to make a major impact on the FinTech industry in the year ahead.
Lucy Heavens, Head of Marketing at Wealth Dynamix commented, “Wealth Dynamix is an innovative, forward-looking business and we are uniquely positioned to address the specific challenges that wealth managers face as they navigate through the client lifecycle. We have more than 125 domain experts with decades of wealth management and financial technology experience. Their combined expertise has influenced the industry’s evolution from the use of standard Customer Relationship Management (CRM) tools towards adoption of end-to-end Client Lifecycle Management (CLM) platforms.
We recognised the need for a solution custom-built for wealth managers, which accelerates and strengthens every aspect of the client lifecycle, from acquisition and engagement to digital onboarding, ongoing relationship management and client servicing. Most solutions in this space are focused around onboarding and are not sector specific; Wealth Dynamix offers a complete, end-to-end solution that spans the entire wealth management client lifecycle. Vast increases in regulatory compliance requirements have also added huge complexity for wealth managers. Many have struggled to meet regulatory obligations without negatively impacting the client experience. This is something we at Wealth Dynamix are especially proud of – the ability of our WDX1 CLM platform to ensure regulatory compliance throughout the client lifecycle, while at the same time delivering a frictionless and personalised experience.”
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).
3 min. read
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.
2 min. read