Modular, configurable CLM for large private banks and the wealth and asset management divisions of global financial institutions. An adaptable solution for firms using Microsoft Dynamics 365, with enterprise-scale requirements.
Cost-effective, cloud-based CLM for mid-size discretionary fund and investment managers wanting out-of-the-box ease of use. A functionally rich, fast to adopt SaaS solution requiring no bespoke customisation and minimal maintenance.
Wealth Dynamix
Explore our latest Client Lifecycle Management news, insights and thought leadership
15 December 2021
Digital transformation is enhancing the client experience, but relationship managers will remain central in an increasingly digital world.
3 min. read
21 October 2021
How do wealth managers gain a 360-degree view across the entire business and throughout every stage of the client journey?
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.