Wealth Dynamix crowned best wealth management CRM solution for third year

Wealth Dynamix and our WDX1 product has been crowned best wealth management CRM Solution for the 3rd year running at the Goodacre Awards

Share

Wealth Dynamix wins Systems In The City Awards

Leading suppliers of services and systems for the regulated investment sector were confirmed at the annual Systems in The City Awards presentation which took place at Merchant Taylors’ Hall, London, UK.

Wealth Dynamix are proud to announce winning the ‘Best CRM Solution’ 2018 for the 3rd year. The company were awarded for their ‘expertise and excellence in delivering CRM solutions’.

Commenting on the firm’s achievement, Gary Linieres, CEO of Wealth Dynamix said: “We are absolutely delighted to have been awarded this year’s Best CRM Solution by so many industry experts. Everyone at Wealth Dynamix has worked extremely hard to ensure we provide the best technology and expertise for our clients and it is great to see the team’s hard work being recognised.”

Stephen Pinner, Managing Director of Goodacre UK, who hosted the awards ceremony said: “These Awards are now the benchmark for firms considering alternative services and systems, not least as it is the users themselves who have offered direct feedback on all SITC FinTech nominees. The majority of providers work hard in the background to support their customers and I am especially pleased with the number of individuals who were nominated this year by the user firms. The work carried out by system providers is often overlooked and considering the major changes needed to keep systems compliant and fit for purpose, all nominees fully deserve to be recognised in this way.”.

To view list of all the winners click here

LATEST INSIGHTS

How can wealth managers leverage data to drive relevance?

27 February 2024

How can wealth managers leverage data to drive relevance?

Throughout the client lifecycle, there is a wealth of data relationship managers can tap into to determine next best actions and build trust.

4 min. read

The compliance advantages of hybrid servicing

24 February 2024

The compliance advantages of hybrid servicing

There may be many ways in which a wealth management business ensures the digital functionality of its hybrid model is compliant. In this article, we will focus on three features that should be embedded in the hybrid model solution to ensure greater compliance with regulatory requirements.

3 min. read

Wealth Dynamix now available on Temenos Exchange

1 February 2024

Wealth Dynamix now available on Temenos Exchange

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.

3 min. read

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding