Wealth Dynamix joins global elite with WealthBriefing Swiss Award

Leading wealth management industry participant, Wealth Dynamix, has joined the ranks of an elite global group who have been handed the honour of winning a WealthBriefing Award.  

Wealth Dynamix were awarded ‘Best CRM System’ at the Tenth Annual WealthBriefing Swiss Awards 2023.  

Showcasing ‘best of breed’ in the Swiss region, the awards have been designed to recognise outstanding organisations grouped by specialism and geography which the prestigious panel of independent judges deemed to have ‘demonstrated innovation and excellence during the last year’.       

Each of these categories is highly contested and is subject to a rigorous process before the ultimate winner is selected by the judges. It is this process that makes WealthBriefing awards so prized amongst winners. 

The WealthBriefing Swiss Awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefing Asia and Family Wealth Report, encompassing all of the world’s major wealth management centres.  

Participants around the world recognise that winning awards is particularly important in these challenging times as it gives clients reassurance in the solidity and sustainability of the winner’s business and operating model. 

Commenting on our success, Francois De Lescure (CRO) said, “Critical in this region is our ability to support External Asset Managers (EAMs) & hybrid servicing and this is where our solution stood out against the competition.   

As the number of experienced wealth managers (WMs) declines having a solution that supports EAMs whilst providing the appropriate protection for the Bank is of vital importance. Our solution enables this via a single platform that allows the EAM access and full view of the client without compromising the client’s data or journey thus enabling EAMs to become a natural extension of the bank, able to fully service their customers, feel in control and remain aligned to their client’s preferences and investment choices.  

We believe that as more of this technology is deployed, it’s likely to rank on any EAM’s wish list when seeking fertile new ground. Not least when you consider the alternative – a fragmented view of the client, obscured by multiple siloed systems and historical data, plus hours spent form filling, obtaining manual signatures, tracking progress, and fulfilling compliance.  Together with the launch of our client portal for hybrid servicing it makes interacting with clients even simpler and more efficient. We take great pride in knowing that no other vendor can offer one unified platform spanning the entire client journey, and therefore able to orchestrate journeys throughout the client lifecycle.” 

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, was first to extend his congratulations to all the winners. He said: “The organisations and individuals who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations to the winners and to those who have put so much work into each winning submission. 

“These awards were independently and expertly judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which were answered by focusing on the client experience rather than purely quantitative performance metrics.  That is a unique, and I believe, compelling feature.  These awards recognise the very best operators in Swiss wealth management, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in Swiss wealth management.”    


Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.


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