Wealth Dynamix

Insights

Explore our latest Client Lifecycle Management news, insights and thought leadership

Browse by type

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

Wealth Dynamix are double winners at the 10th Annual WealthBriefing Asia Awards for the Third Time

2 June 2022

Wealth Dynamix are double winners at the 10th Annual WealthBriefing Asia Awards for the Third Time

We are delighted to announce that Wealth Dynamix has been awarded ‘Best CLM (Customer Lifecycle Management) Solution’ and ‘Best Digital Offering’ at the WealthBriefing Asia awards.

2 min. read

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

4 August 2021

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"

2 min. read

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

15 June 2020

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

Judges cite innovative application of Customer Relationship Management and a pioneering approach to Client Lifecycle Management as key differentiators for Wealth Dynamix.

2 min. read

Wealth Dynamix awarded Best Client Lifecycle Management Solution by Asian Private Banker

2 March 2020

Wealth Dynamix awarded Best Client Lifecycle Management Solution by Asian Private Banker

Wealth Dynamix awarded Best Client Lifecycle Management (CLM) solution at the 5th Annual Asian Private Banker Technology Awards.

3 min. read

Wealth Dynamix wins at Wealth Adviser Awards

27 May 2019

Wealth Dynamix wins at Wealth Adviser Awards

Wealth Dynamix has been crowned Best Front Office Technology provider at the Wealth Adviser Awards for the third year running.

3 min. read

Wealth Dynamix has four wins at the WealthBriefing Swiss awards

11 February 2019

Wealth Dynamix has four wins at the WealthBriefing Swiss awards

Wealth Dynamix secures major four wins at the WealthBriefing Swiss Awards 2019 held at the Hotel President Wilson in Geneva.

3 min. read

Wealth Dynamix is a double winner at Private Banker International Swiss Awards

14 December 2018

Wealth Dynamix is a double winner at Private Banker International Swiss Awards

Private Banker International has announced Wealth Dynamix as the double winners of the 2018 Private Banking Switzerland Awards!

3 min. read

Wealth Dynamix named double winners at the Goodacre Systems in the City Awards

18 July 2018

Wealth Dynamix named double winners at the Goodacre Systems in the City Awards

Leading service and system suppliers were announced at the Systems in the City Fintech Awards during a ceremony at Merchant Taylors’ Hall last week.

3 min. read

Load More

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding