Wealth Dynamix Wins ‘Best Client Lifecycle Management Solution UK 2022’ in the Wealth & Finance 2022 Fund Awards

Wealth Dynamix is proud to be awarded Best CLM Solution UK in the Wealth & Finance International 7th annual Fund Awards 2022. 

The judging panel recognised Wealth Dynamix as an end-to-end client lifecycle management solution that truly transforms wealth management. Since launching a decade ago, our fully integrated, end-to-end digital-first Client Lifecycle Management solution has helped Private Banks & Wealth Management firms across the globe drive new business, improve efficiency, and manage client interactions across the customer lifecycle. 

Joanne Donoghue, Chief Marketing Officer at Wealth Dynamix comments: “We are honoured to receive this award because it recognises our innovative approach to Customer Lifecycle Management. When Wealth Dynamix was founded 10 years ago, we recognised three key challenges for Wealth Managers: there is too much friction and inefficiency throughout the client lifecycle, compliance is an ongoing trial and digitising the client journey takes time and specialist expertise to get right. Wealth Dynamix was borne out of a desire to solve these challenges with intelligent technology, to orchestrate journeys throughout the client lifecycle and significantly enrich client experience.” 

About the Wealth & Finance Fund Awards 2022 

The Fund Awards programme host categories for service providers to funds such as, fintech companies, index providers, analysts and traders. They aim to provide the best platform for the most consistent performers within the fund industry, highlighting the talent and expertise found across its varied range of endeavours and rewarding their tireless efforts.  

For a full list of award winners, visit: Fund Awards – Wealth and Finance International (wealthandfinance-news.com) 

For more information, please contact: 

Joanne Donoghue, Chief Marketing Officer 

Email: connect@wealth-dynamix.com