Wealth Dynamix Teams Up with Management Consulting Leader Synpulse to Expand Global Reach

Wealth Dynamix discusses how AI-driven technology is being used throughout client lifecycle management around better insights into client data.


London, UK, January 7, 2020Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, today announced a new partnership agreement with leading management consultancy Synpulse which will help scale-up global deployment of its industry-leading WDX1 solution to the world’s biggest private banks, wealth and asset management firms.

Synpulse is a globally recognized management consultancy with nearly 500 employees working across a dozen offices in Europe, Asia and the US. It has been supporting its financial services clients for over two decades across the entire value chain, from strategic development to technical implementation.

Synpulse will remain vendor agnostic and work with its wealth and asset management clients, where appropriate, to deliver added value by deploying WDX1.

WDX1 is the flagship, multi-award winning, digital CLM solution from Wealth Dynamix, designed to support the complex requirements of wealth management companies from a single unified platform built on highly scalable, world-class Microsoft architecture. Its capabilities span the entire client lifecycle, including, client acquisition; client engagement; digital onboarding; regulatory compliance; relationship management; client servicing; and business intelligence.

“We’re delighted with this latest partnership agreement. Collaborating with industry-leading players like Synpulse is a key part of our scale-up program to get our industry-leading capabilities in the hands of more wealth and asset managers around the world. They can depend on us now and in the future as they grow,” said Wealth Dynamix MD – UK and Americas, Antony Bream. “Unlike many of the fragmented offerings on the market, the beauty of WDX1 is that it’s a holistic platform, offering a unified user journey and enhanced customer experience. With WDX1 you spend less time on manual admin tasks and more time winning business, developing client relationships and driving growth.”

The partnership builds on ambitious global growth from Wealth Dynamix that has seen the firm open up offices in North America, Europe and Asia in recent months and sign-up a major global French financial institution and two private banks in the UK and Geneva.

“We’re always looking for technology partners that can add true value for our clients at a time of increased competition and unsure markets — and that’s what led us to Wealth Dynamix,” said Synpulse Head of UK, Thomas Schaffner. “Both Synpulse and Wealth Dynamix agree that Client Lifecycle Management solutions are an increasingly important tool to help wealth and asset managers improve CIO ratios, enhance the customer experience and drive advisor productivity through more user-friendly products.”

To find out more information on the deal, contact us at [email protected].


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