Wealth Dynamix Wins WealthBriefing Asia Best CRM Award for Second Consecutive Year

Singapore, June 15, 2020 – Wealth Dynamix has been named winner of the WealthBriefing Asia ‘Best CRM Solution’ award, for the second year running. The WealthBriefing Awards showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities. Wealth Dynamix has been delivering CRM solutions augmented by CLM capabilities since 2012, and opened offices in Singapore in 2018. This second consecutive WealthBriefing Asia award win confirms Wealth Dynamix as the region’s leading solution for automating the end-to-end client lifecycle.

The WealthBriefing judging panel, comprising wealth management practitioners and industry analysts in Asia, recognised Wealth Dynamix for demonstrating innovation and excellence during 2019, in its use of CRM as a foundational part of its broader CLM offering. They were impressed by the firm’s ability to “deliver secure and seamless third-party engagement and a consolidated, enterprise-wide view of the client and their wealth management objectives”.

WDX1 is the flagship, multi award-winning CLM solution from Wealth Dynamix, designed to support the complex requirements of wealth management companies from a single unified platform. Its CRM preserves client data in an organised and structured form, while its CLM capabilities create a 360-degree view of the client lifecycle, from prospecting to onboarding to account management to servicing, and finally to re-engagement. Wealth Dynamix clients are able to cut operational costs, ensure that compliance requirements are met, and free up time for relationship managers to engage more frequently and effectively with clients.

Dominic Gamble, Head of Asia Pacific at Wealth Dynamix, commented: “Winning the WealthBriefing Asia award for ‘Best CRM System’ is very important to us because it validates that our CRM, which forms the foundation of our award-winning CLM solution, is rock solid. Being recognised as the best in the market builds trust within the Asian wealth management community, and will undoubtedly open many doors of opportunity for Wealth Dynamix in the future.”

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, said: “Wealth Dynamix is a worthy winner of the WealthBriefing Asia CRM award.  These awards acknowledge the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ being the watchwords of the judging process.”

Share

Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

READ OUR INSIGHTS

Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

3 November 2022

Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

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

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

27 October 2022

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

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

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

25 October 2022

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.

2 min. read

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding