London, 09 September 2025 – Groupe Premium, a fast-growing independent French leader in insurance brokerage, asset management and wealth advisory services, has chosen Wealth Dynamix to support its ambitious growth strategy. The Group will deploy CLMi, Wealth Dynamix’s SaaS CRM & Onboarding solution, enhanced by Flanks, an advanced platform for aggregating, enriching and reporting wealth data, in order to develop its activities while offering its clients exceptional and personalised service.
This collaboration marks a key milestone for Wealth Dynamix, which is introducing its cutting-edge expertise in Client Lifecycle Management (CLM) to the French wealth management market. By choosing Wealth Dynamix’s robust CRM and onboarding platform, which seamlessly integrates wealth data aggregation, cleansing and reporting, Groupe Premium will benefit from a comprehensive, integrated solution designed to deliver unparalleled efficiency, proactive client engagement and growth in compliance with regulatory requirements.
Intelligent tools and real-time information at the service of advisors
By combining intelligent automation, best-in-class CRM, fully digitalised onboarding and seamless aggregation of global wealth data, Groupe Premium is laying the foundations for a modern, data-driven and customer-centric organisation.
The new solution will align and unify the Premium Group’s wealth management subsidiaries and family offices around the same processes. It will simplify administrative burdens, compliance and regulatory processes, and internal and client reporting for the Group’s advisors, allowing them to focus on providing tailored advice and strengthening client relationships.
Wealth Dynamix’s secure SaaS platform ensures built-in compliance at every stage of the customer lifecycle – from prospecting to onboarding to ongoing relationship management – while promoting scalability and cost optimisation across the Group’s expanding business lines.
Rachel de Valicourt, Managing Director of the Premium CGP division, said:
“Our investment in Wealth Dynamix technology reflects our commitment to building a solid and scalable foundation for the Premium Group’s Wealth Management division. This CRM & Onboarding solution enables us to structure and manage the integration of the Group’s wealth management companies and family offices. It provides us with the operational clarity and strategic visibility necessary to support our long-term growth ambitions. By unifying customer engagement across our ecosystem, we are better positioned to deliver consistent value and accelerate our acquisition strategy in the years to come. In the medium term, it will also enable us to offer an integrated platform to small independent wealth management players who wish to benefit from a seamless digital experience for their clients.
Gary Linieres, CEO and co-founder of Wealth Dynamix, said:
“We are delighted to enter the French wealth management market with such a prestigious partner as the Premium Group. This partnership demonstrates the power of our CLMi SaaS platform to drive digital transformation and deliver tangible results for wealth management players. By providing Groupe Premium with a comprehensive view of its clients’ wealth and an optimised customer lifecycle, we are empowering it to achieve significant scale while consolidating its market leadership position.”
About Groupe Premium
Founded more than twenty years ago, Groupe Premium is a major French financial services provider specialising in insurance brokerage, asset management and wealth management advice. With subsidiaries such as Predictis, Capfinances, Flornoy Ferri, I-Kapital, Neolife and Premium CGP, the Group serves a diverse client base throughout France and aims to become the leading independent wealth management player at the national level.
About Wealth Dynamix
Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, helps wealth management and private banking organisations deliver exceptional customer experiences through intelligent automation. Its flagship product, CLMi, is a secure SaaS platform that digitises and optimises the entire customer lifecycle – from prospecting to onboarding and ongoing relationship management – ensuring scalability, compliance and productivity. Founded in 2012, Wealth Dynamix is now part of Indosuez Wealth Management, the wealth management subsidiary of the Crédit Agricole Group, offering it scalability and stability.
About Flanks
Founded in 2019, Flanks is a WealthTech company revolutionising the industry with its all-in-one modular solution. Through its platform, Flanks automates the collection and consolidation of data from all asset classes globally and automatically transforms complex, fragmented wealth data into actionable insights ready for reporting. Flanks enables wealth managers, banks, family offices, pension providers, and tech platforms to deliver faster, high-quality, and personalised advice
