Wealth Dynamix Recognised for Innovative Client Lifecycle Management Solution

Wealth Dynamix has been recognised as ‘One to Watch’ for its Client Lifecycle Management solution in Singapore on 13 November 2019.

Share

Singapore/Hong Kong, 14 November 2019  Wealth Dynamix has been recognised as ‘One to Watch’ for its Client Lifecycle Management solution in the 2nd Regulation Asia Awards for Excellence 2019 at a ceremony in Singapore on 13 November 2019.  

The ‘One to Watch’ designation recognises firms for pioneering innovative technologies that solve some of the industry’s biggest regulatory challenges, but are either in an early stage of industry adoption in Asia or have a relatively new product or solution.

The judging panel recognised Wealth Dynamix for an end-to-end digital client lifecycle management solution that transforms wealth management. The solution provides a single integrated 360-degree view of client information across multiple business lines, centralising client relationships, products, communications and activities, with a focus on streamlined and compliance driven workflows.

The solution also features an AML risk scoring engine to highlight client risk, a rules engine that continuously monitors the applicability and suitability of advice, and the use of artificial intelligence to generate insights and suggestions to guide advisers in client engagement.

The Wealth Dynamix client lifecycle management platform been adopted by over 30 institutional clients globally and has been named as Microsoft’s preferred partner for managing wealth management clients. The company opened a Singapore office in late 2018 in a bid to expand its Asia operations.

Wealth Dynamix employees accepting award for Innovative Client Lifecycle Management Solution
We are delighted to be recognised by Regulation Asia for the deep compliance functionalities that are part of our client lifecycle management product, WDX1. As the regulatory environment toughens across the region, adopting integrated technology solutions for adherence and internal efficiencies are critical for the wealth management industry.
Dominic Gamble
Head of APAC, Wealth Dynamix

About the Regulation Asia Awards for Excellence 2019 

Regulation Asia Awards for Excellence recognises technology companies, legal and consulting firms, and exchanges that have shaped the regulatory landscape in the Asia Pacific, as well as outstanding technology projects both in mature and emerging markets by large tech firms and innovative startups that help meet the requirements of a specific regulatory change infrastructure.  

For a full list of award winners, visit www.regulationasia.com/awards 

About Regulation Asia 

Regulation Asia is the leading source for actionable regulatory intelligence for Asia Pacific markets. Since 2013, our audience and subscription base has grown to include regulatory bodies, exchanges, banks, asset managers and service providers, allowing us to play a key role in the regulatory agenda.  

Visit www.regulationasia.com or connect via LinkedIn or Twitter

For more information, please contact: 
Charmaine Athaide  
Director, Programme Coordinator  
Regulation Asia 
+65 9023 4274 
[email protected]

LATEST INSIGHTS

Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science

29 May 2024

Wealth Dynamix and Oxford Risk forge strategic partnership to revolutionise client engagement with behavioural science

Wealth Dynamix, a leading provider of Client Lifecycle Management (CLM) solutions for wealth managers, today announced a strategic partnership with Oxford Risk, experts in behavioural finance and financial well-being.

3 min. read

Scaling for the future: strategies for the evolving Wealth Management landscape

23 May 2024

Scaling for the future: strategies for the evolving Wealth Management landscape

Hubbis recently hosted the Wealth Management Forum in Malaysia focusing on the trends, opportunities, and challenges for the industry.

5 min. read

Achieving profitability at scale: the potential for AI

17 April 2024

Achieving profitability at scale: the potential for AI

We delve into the use of AI technology in wealth management. Far from belonging to a far-distant future, it is here and growing more intelligent by the day.

5 min. read

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding