
Wealth Dynamix
Explore our latest Client Lifecycle Management news, insights and thought leadership
15 December 2020
One of France’s leading independent private banks will leverage Wealth Dynamix technology to digitise their client onboarding function.
2 min. read
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.
At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.