Modular, configurable CLM for large private banks and the wealth and asset management divisions of global financial institutions. An adaptable solution for firms using Microsoft Dynamics 365, with enterprise-scale requirements.
Cost-effective, cloud-based CLM for mid-size discretionary fund and investment managers wanting out-of-the-box ease of use. A functionally rich, fast to adopt SaaS solution requiring no bespoke customisation and minimal maintenance.
What is big data?
Big data refers to large sets of data that can be analysed computationally to reveal patterns, trends, and associations, often used to enhance risk assessment and customer profiling in financial services.
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.