Wealth Dynamix wins ‘Best CRM System’ again at Wealthbriefing European Awards

Wealth Dynamix has been crowned best wealth management CRM at the WealthBriefing Europe Awards 2019.


Wealth Briefing Awards 2019 winners logo featuring Wealth Dynamix

Wealth Dynamix, a leading global Client Lifecycle Management solution provider was last week crowned ‘Best CRM System’ at the WealthBriefing European Awards 2019 held at the Guildhall in London. The triumph is yet another milestone in the company’s drive to be recognised as leaders in this space.

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2018’. Emma Crosby from SKY News presented the awards during a glitzy gala black-tie dinner, at the Guildhall in the City of London.

Wealth Dynamix was recognised by the experts on the judges’ panel as a specialist in the CRM space. The judges were particularly impressed with the firm’s lifecycle-focus and comprehensive ability to manage client relationships from onboarding to termination.

Gary Linieres, CEO at Wealth Dynamix mentions, “We are delighted to have been voted winners for Best CRM system by so many industry experts. it is a true testament to the hard work that the team have put in over the last 12 months during which we have expanded our product capabilities. CRM remains to be a core module in our Client Lifecycle Management offering. We pride ourselves on innovation and the continuous provision of cutting-edge technology to the wealth sector to cement our status as leaders on a global scale.”

Stephen Harris, Clearview Financial Media’s CEO & Publisher of WealthBriefing comments, “The firms who triumphed in these awards are all worthy winners, and I would like to extend my heartiest congratulations. These awards were judged solely on the basis of entrants’ submissions and their response to a number of specific questions, which had to be answered focusing on the client experience, not quantitative performance metrics. That is a unique, and I believe, compelling feature.

These awards recognise the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ the watchwords of the judging process – such that the awards truly reflect excellence in wealth management. I am optimistic that these annual awards will become one of the brightest highlights in the wealth management calendar.”

Wealth Dynamix was also named a finalist for 7 further awards on the night, ‘Best Compliance Solution’, ‘Best Onboarding solution’, ‘Best Front Office Solution’, ‘Innovative Fintech Solution’, ‘Best Change Management Process/Implementation’, ‘Best Innovative Client Solution’ and ‘Outstanding Contribution to Wealth Management Thought Leadership’. The firm has recently won 4 awards at the Wealthbriefing Swiss awards held in Geneva and they look forward to expanding their trophy cabinet further in the coming months.

Wealth Dynamix employees accepting an award for Best CRM System at the WealthBriefing European Awards


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