Wealth Dynamix cements global recognition as double winners at the WealthBriefing 2023 APAC awards for Best CRM AND Best Digital Offering in APAC

Wealth Dynamix cements global recognition with two more WealthBriefing awards for Best CRM and Best Digital Offering in the APAC region following recent triumphs in the UK, Americas, Swiss and the European awards.

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Wealth Dynamix cements global recognition as double winners at the WealthBriefing 2023 APAC awards for Best CRM AND Best Digital Offering in APAC following recent triumphs in the UK, Americas, Swiss and the European awards. 

The WealthBriefing award programme aims to recognise outstanding Asian organisations that have demonstrated innovation and excellence during the previous year, according to prestigious independent judges. The winners are drawn from a wide range of specialties and geographies.

Commenting on our success, Darell Miller, Managing Director APAC at Wealth Dynamix, said, “We are delighted to be honoured with this esteemed award for our ground-breaking solutions that streamline the client journey. By digitising the entire client lifecycle, from prospect engagement and onboarding to ongoing relationship management and client servicing, we effectively eliminate friction and inefficiency. At Wealth Dynamix, our mission is to actively support the growth and evolution of our industry, and we deeply appreciate this recognition.”

We take great pride in knowing that no other vendor can offer one unified platform spanning the entire client journey and across all roles in the wealth management business (front, middle and back-office), and is therefore able to orchestrate journeys more effectively across the entire client lifecycle.”

Darell concludes by saying, “We firmly believe that our focus in private banking, wealth management, and asset management positions us as the top choice for firms seeking to enhance their cost-to-income ratios, achieve profitability at scale, and deliver enriching, innovative client-centric experiences, all while maintaining regulatory compliance. The Asian wealth management sector is set to grow and presents substantial opportunities as well as some exciting challenges ahead. We are excited to embrace these and empower our clients to thrive.”

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, once again extended his congratulations saying “Every category winner has been subjected to a rigorous and independent judging process and be rightly proud of the success they have achieved this year.

These awards are so beneficial as they give organisations and individuals the opportunity to clarify their strategic thinking, have it independently validated, be recognised internally and externally and to celebrate in style with their peers.

I offer my congratulations and best wishes for the future to all winners – they are all worthy recipients who join the elite list of wealth management professionals who form the global elite of WealthBriefing Asia Award winners”.

If you’re looking to build an exceptional client servicing experience for your wealth management firm our multi-award-winning solutions built on intelligent technology and innovative applications will revolutionise the client experience and transform the way you work. To find out more, please contact us.

*For a full list of winners visit: The Eleventh Annual WealthBriefingAsia Awards 2023 – Clearview Publishing

Previous 2023 awards for Wealth Dynamix by WealthBriefing include:

  • European: Best CRM System
  • Americas: Best CLM Solution 2023
  • Swiss: Best CRM System 2023
  • APAC: Best CRM Solution – Life Cycle Management 2022
  • APAC: Best Digital Offering 2022
  • European: Best CRM System 2018
  • Swiss: Best CRM System 2017
  • European: New IT Comer – Editor’s Award 2014

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