Wealth Dynamix beats off stiff competition for IBSi’s best CRM Provider Award

Wealth Dynamix has beaten off nominations from 94 firms in 47 countries to be crowned Best CRM provider 2023 by IBS Intelligence.


Wealth Dynamix has beaten off competition from 94 firms in 47 countries to be crowned Best Global CRM provider by IBS Intelligence (IBSi) in their Annual Sales League Table 2023.

Recognising innovation

IBS Intelligence is the world’s only pure-play Financial Technology focused research, advisory, and news analysis firm, with a 30-year track record and clients globally. IBSi cover 2,000+ technology vendors globally, more than any other analyst firm in this space.

The fourth edition IBSi Global FinTech Innovation Awards identifies and honours technology players and banks for their excellence and best practice in driving impact through banking technology implementations and innovations using emerging technologies.

Wealth Dynamix is proud to be selected as the winner of the Best Global CRM, embracing these principles.  We have delivered efficiency to our clients. We have more live CLM solutions that any of our competitors.

Why is innovation so important?

Macro-environmental factors include the growing number of new digital-first challengers and the ever-looming inter-generational transfer of wealth. And the initial surge of technology innovation in response to Covid pandemic has now been overtaken by the consumers’ enthusiasm for banking and fintech tools which are rapidly making their way into wealth sector as firms recognise their value in retaining and attracting the next generation of investor.

Nikhil Gokale, Head of Research at IBSi concurs that technology is clearly taking centre stage in every conversation that executives working at banks and financial institutions have today. And critically the strategic questions – in particular “how to play and how to win”. He concludes that in order to succeed they need to have the right technology.

The secret source?

Nikhil believes that technology is the secret source in safeguarding firms for the future. Naturally, we tend to agree!

From the moment an Advisor meets a new prospect, we believe that their engagement and transition to client and ongoing management should be as efficient and seamless as possible. Removing the burden of administration ensures that the Advisor is known for their humanity, expertise and wisdom.

At Wealth Dynamix, we understand that business innovation is critical – to serve the market and to survive in this market.

Our wealth management platforms, recognised with multiple prestigious awards, are built on intelligent technology and innovative applications – and can be used in a modular way to address your needs today. They have the power to revolutionise the client experience and transform your working methods.

Are you seeking to create an extraordinary client prospecting, onboarding and servicing experience for your wealth management firm, delivered digitally? If you would like to learn about how we can assist, please don’t hesitate to get in touch.


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