Wealth Dynamix, one of Asia’s foremost Client Lifecycle Management leader in the Wealth Management segment was last night crowned ‘Best CRM’ and ‘Best Change Management Process/Best Implementation of a Technology Solution at the 7th WealthBriefingAsia Singapore Awards. The awards dinner was held at the Westin Singapore.
The awards are designed to recognise companies, teams and individuals that have ‘demonstrated innovation and excellence during 2019’. In addition, they showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities.
Commenting on the firm’s triumph, Dominic Gamble, Head of APAC said: “We are delighted to have been awarded the winner of these two prestigious accolades. Above all, it is a great honour to be recognised alongside industry leaders and it is testament to the hard work that our local and global teams have put in at Wealth Dynamix”.
ClearView Financial Media’s CEO, and Publisher of WealthBriefingAsia, Stephen Harris, was first to extend his congratulations to all the winners. He said “The firms who triumphed in these awards are all worthy winners. I would like to extend my heartiest congratulations to all firms. They were judged solely on the basis of entrants’ submissions and their response to a number of specific questions. These had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature. These awards recognise the very best operators in the private client industry. ‘Independence’, ‘integrity’ and ‘genuine insight’ are the watchwords of the judging process. The awards truly reflect excellence in wealth management.
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