Wealth Dynamix
Insights
Explore our latest Client Lifecycle Management news, insights and thought leadership
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10 May 2023
Wealth Dynamix Appoints New Sales Manager Steve D'Souza
Steve will lead and further develop business opportunities in the UK, USA, Canada, Middle East, South Africa, and Scandinavia.
2 min. read
26 April 2023
Wealth Dynamix has been awarded Best Front Office Solution in the Asian Private Banker Technology Awards 2022
We’re delighted to be awarded Best Front Office Solution at Asian Private Banker’s 8th Technology Awards 2022! The programme, now in its eighth year, celebrates the innovations and achievements of Asia's rapidly growing financial technology industry.
2 min. read
11 April 2023
Wealth Dynamix COO Makes Top 25 Women Leaders in Financial Technology of Europe for 2023
Natalie Levine recognised in the Top 25 Women Leaders in Financial Technology for Europe for 2023 by The Financial Technology Report.
2 min. read
31 March 2023
It’s a Hat-trick for Wealth Dynamix at the WealthBriefing Awards!
Wealth Dynamix picks up a third award in this year’s WealthBriefing Awards and is crowned Best CRM at the Eleventh Annual WealthBriefing European Awards 2023.
2 min. read
23 February 2023
Wealth Dynamix Awarded Best CLM Solution at the 2nd Annual WealthBriefing WealthTech Americas Awards 2023
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
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
