Wealth Dynamix

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

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Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

3 November 2022

Wealth Dynamix appoints new Managing Director APAC and Commercial Director Europe (DACH)

We are delighted to introduce two new faces here at Wealth Dynamix - Darell Miller as Managing Director APAC, and Urs Christian Eugster-Schnell as Commercial Director Europe (DACH).

3 min. read

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

27 October 2022

Wealth Dynamix Strengthens its Security and Privacy Commitment with ISO 27001 Certification

Wealth Dynamix, specialists in Client Relationship Management (CRM) and Client Lifecycle Management (CLM) for the wealth and private banking industry, has been awarded BS EN ISO/IEC 27001:2017 certification.

3 min. read

Webinar: 3 reasons wealth managers fail to get onboarding projects right

13 October 2020

Webinar: 3 reasons wealth managers fail to get onboarding projects right

Join our latest webinar to explore the industry advances and expertise that could well unlock the onboarding maze and make your implementation a success.

1 min. read

Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives

13 October 2020

Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives

Wealth Dynamix and CH&Co. join forces to deliver enterprise-scale digital transformation projects that have CLM as a core requirement.

3 min. read

The 360-degree client view: the whole is (much) greater than the sum of the parts

20 May 2020

The 360-degree client view: the whole is (much) greater than the sum of the parts

How can wealth managers achieve a 360-degree client view, one place to go to gain oversight of all interactions, activities and transactions relating to every client?

3 min. read

Webinar: A compliant 360-degree view of your client

28 April 2020

Webinar: A compliant 360-degree view of your client

Register to discover how savvy wealth managers are transforming the compliance and lockdown disruption into an opportunity to strengthen client relationships and add value to their business.

1 min. read

Webinar: Transforming first interactions into trusted client relationships

2 April 2020

Webinar: Transforming first interactions into trusted client relationships

Register now to discover how innovative wealth managers are leveraging technology to transform first interactions into trusted client relationships.

1 min. read

Apply the right technology, at the right time, and in the right place

1 April 2020

Apply the right technology, at the right time, and in the right place

How can wealth managers connect mission-critical systems and processes to support client acquisition and ever-more sophisticated servicing requirements?

4 min. read

Wealth Dynamix Joins Forces with Recordsure to Transform Client Engagement at Scale

2 March 2020

Wealth Dynamix Joins Forces with Recordsure to Transform Client Engagement at Scale

The combined platform from Wealth Dynamix and Recordsure will substantially increase the effectiveness and reduce the cost of managing client engagements across the entire client lifecycle.

3 min. read

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