Wealth Dynamix wins ‘Best CRM Solution'

Wealth Dynamix awarded the ‘Best CRM Solution’ 2017 for their ‘expertise and track record in delivering CRM and client on boarding solutions’.

Share

Leading suppliers of services and systems for the regulated investment sector were confirmed at the annual Systems in The City Awards presentation which took place at Merchant Taylors’ Hall.

Wealth Dynamix is proud to announce winning the ‘Best CRM Solution’ 2017 for the second year. The company were awarded for their ‘expertise and track record in delivering CRM and client on boarding solutions’.

Matt Aylward, Managing Director of Wealth Dynamix commented, “We are absolutely delighted to have been awarded this year’s Best CRM Solution by so many industry experts. Everyone has worked extremely hard to ensure we provide the best technology and expertise for our clients and it is great to see the team’s hard work being recognised.”

Stephen Pinner, Managing Director of Goodacre UK, who hosted the awards ceremony said, “The pressure on service and system suppliers is intense and shows no sign of letting up with the forthcoming requirements to meet regulatory challenges such as MiFID ll and GDPR. We received 25% more applications for SITC nominations this year which shows how highly respected these awards have become. All nominees and winners are to be congratulated for their work, most of which is done ‘behind the scenes’ to ensure that our investment services operate efficiently.”

LATEST INSIGHTS

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

Empowering client-facing relationship managers and advisors: Perspectives from Wealth Dynamix’s APAC head

2 April 2024

Empowering client-facing relationship managers and advisors: Perspectives from Wealth Dynamix’s APAC head

Hubbis recently hosted a digital dialogue focusing on the application of the latest digital solutions for the Relationship Managers and advisory in the world of Asian wealth management, as technology revolutionises the offerings and efficiencies across the broad wealth management community in the region.

5 min. read

Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

21 March 2024

Wealth Dynamix welcomes Luna Investment Management as a new client, empowering proactive Client Relationship Management and regulatory compliance

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions for private banks and wealth managers, announced Luna Investment Management as a new client as part of our partnership with Third Financial.

3 min. read

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding