Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
10 February 2023
Wealth Dynamix joins global elite with WealthBriefing Swiss Award
Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.
2 min. read
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
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
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
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
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
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
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
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
