Wealth Dynamix launched its WDX1 platform in response to a demanding regulatory climate, a new generation of more sophisticated clients and increasingly complex digital challenges. WDX1 comprises three modules in an integrated client lifecycle solution: WDX Engage, WDX Onboard and WDX Manage. Wealth Dynamix’s offering now provides an end to end Client Lifecycle Management solution to help engage and nurture prospects, onboard new clients and manage/service client relationships.
The enhanced solution empowers clients by allowing them to become engaged via multiple digital and traditional channels whilst improving efficiencies for firms engaged in High Net Worth relationships and facilitates more time spent building client relationships. The new modules are underpinned by the company’s deep and growing partnership with Microsoft. Microsoft recently named Wealth Dynamix as their preferred partner for managing wealth management clients and all modules are built on the industry-leading Dynamics 365 platform.
Wealth Dynamix a global CLM solution provider, with offices in New York, Switzerland and Singapore in addition to its London headquarters. Its business has grown an average of 51% over the last five years and now employs over 120 people globally. Wealth Dynamix has been named one of the fastest growing European fintech firms in the Financial Times FT1000 for two years running.
The firm has been able to develop a growing and expanded global client base. The company recently began a relationship with a large international wealth management firm and a global private bank along with securing expanded mandates with several existing clients. The business expects to announce further significant client wins in Europe and Asia in 2019.
Wealth Dynamix also added two members to its board of directors. Chief Technology Officer Natalie Levine joins the company after serving in senior technology roles at Bridgepoint and Quilter Cheviot. Sonia Moore, who previously served as head of operations, has been promoted to Chief Information Officer and will also be on the board.
26 January 2023
Today, Indosuez Wealth Management acquired 70% of Wealth Dynamics Ltd, a fintech founded in 2012 that provides Client Lifecycle Management solutions to private banks, and wealth management and asset management firms worldwide.
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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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At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.