Wealth Dynamix, who specialise in providing Client Management and Onboarding solutions for the Wealth and Investment Management industry, have been recognised as a representative provider by Gartner for two of their Banker’s guides: Banker’s Guide to Wealth Management Front-Office Systems and Banker’s Guide to Wealth Management Mid- and Back-Office Systems.
The Banker’s Guide to Wealth Management Front-Office Systems highlights that effective front-office systems are critical to relationship manager productivity and client service, as well as Wealth Management firms’ revenue growth and profitability. It also recommends that CIOs designing operations and architectures for the digital wealth management firm should work with business leaders to prioritise their front-office system investments and create a holistic client view to enhance service and improve advisor productivity.
Commenting on the firm’s inclusion, Gary Linieres, CEO of Wealth Dynamix says “We are delighted to be recognised by Gartner for the two reports as this is another great milestone in the company’s success.” He adds “The inevitable cultural shift towards technology-driven client offerings and front office systems has created unprecedented change across the industry and led to Wealth Dynamix’s growth globally. Working closely with Microsoft, our industry partners and our clients enable us to continuously be at the forefront of industry changes and technological advancements to drive client satisfaction and improve our client’s efficiency”.
Gartner subscribers can access the reports here
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.
3 min. read
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