Wealth Dynamix has been awarded Best Front Office Solution in the Asian Private Banker Technology Awards 2022. The programme, now in its eighth year, celebrates the innovations and achievements of Asia’s rapidly growing financial technology industry.
The Asian Private Banker Technology Awards are among the most respected in the industry, due to the detailed benchmarking analysis conducted during the judging process. Nominees provided a comprehensive demo and live pitch which provided the Wealth Dynamix team with the opportunity to present how our solution delivers innovative client relationship management and integrates well with other modules with the client’s technical infrastructure.
Commenting on the win Darell Miller, Managing Director APAC at Wealth Dynamix said: “Our award-winning CLM platform enables Private Banks and Wealth Managers to scale their AUM and profitability without having to scale the number of relationship managers and associated staff.”
“By digitising the entire client lifecycle from prospect engagement and onboarding through to ongoing relationship management and client servicing you transform all your client touchpoints and relationships, freeing your Relationship Managers to focus on driving growth in clients, service, and AUM.”
Darell concluded, “We believe that our focus on private banking, wealth management and asset management make us the top choice for any such firms who are wanting to transform their cost-to-income ratios, deliver profitability at scale provide enriching, innovative client-centric experiences, all whilst ensuring regulatory compliance.”
This is not the first time Wealth Dynamix has been recognised in these awards. In 2020, we were awarded Best CLM Solution and in 2018 we were awarded Best Integrated Front Office Solution in partnership with Microsoft. So far in 2023 we have collected 4 further accolades in the USA, Switzerland, Europe and Asia by WealthBriefing for Best CLM Solution and Best CRM Solution.
To find out more about the Asian Private Banker awards: Click Here
For more information, please contact:
Joanne Donoghue, Chief Marketing Officer
Email: connect@wealth-dynamix.com
