Following a strategic review of its front office operations, UK-based private client investment firm Ruffer has appointed Wealth Dynamix, or Wealth Dynamix, to implement its customer relationship management software suite across its entire £19 billion ($28.2 billion) UK investment operation.
Ruffer's UK Investment Operation
£ 90 Billion
Private client investment firm Ruffer has appointed Wealth Dynamix, or Wealth Dynamix, to implement its customer relationship management software suite across its entire £19 billion ($28.2 billion) UK investment operation.
Wealth Dynamix said in a statement that it has delivered the first two phases of the project for Ruffer, which is designed to streamline day-to-day investment business operations and enhance efficiency.
The CRM platform has been live with Ruffer’s team of more than 100 people since July last year. The software suite will provide reporting and contact management capabilities so that reporting and decision-making becomes more effective.
The Microsoft Dynamics-based CRM software platform will integrate with Ruffer’s existing technology.
Share
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.
Read more insights
8 June 2023
Wealth Dynamix scoops “Best Platform for Client Communication and Engagement” at the Global Private Banking Innovation Awards 2023
Wealth Dynamix scoops "Best Platform for Client Communication and Engagement" at the Global Private Banking Innovation Awards 2023 underscoring our ability to deliver hyper personalised client experiences whilst delivering all important cost-efficiencies a digitised client lifecycle management solution provides.
2 min. read
6 June 2023
Wealth Dynamix cements global recognition as double winners at the WealthBriefing 2023 APAC awards for Best CRM AND Best Digital Offering in APAC
Wealth Dynamix cements global recognition with two more WealthBriefing awards for Best CRM and Best Digital Offering in the APAC region following recent triumphs in the UK, Americas, Swiss and the European awards.
2 min. read
16 May 2023
Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration
Investment platform Third Financial has launched a market-leading integration with Wealth Dynamix, as it continues its campaign against fragmented technology in the wealth management and advice sector.
3 min. read
