Wealth Dynamix Wins WealthBriefing Asia Best CRM Award for Second Consecutive Year

Judges cite innovative application of Customer Relationship Management and a pioneering approach to Client Lifecycle Management as key differentiators for Wealth Dynamix.

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Singapore, June 15, 2020 – Wealth Dynamix has been named winner of the WealthBriefing Asia ‘Best CRM Solution’ award, for the second year running. The WealthBriefing Awards showcase ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities. Wealth Dynamix has been delivering CRM solutions augmented by CLM capabilities since 2012, and opened offices in Singapore in 2018. This second consecutive WealthBriefing Asia award win confirms Wealth Dynamix as the region’s leading solution for automating the end-to-end client lifecycle.

The WealthBriefing judging panel, comprising wealth management practitioners and industry analysts in Asia, recognised Wealth Dynamix for demonstrating innovation and excellence during 2019, in its use of CRM as a foundational part of its broader CLM offering. They were impressed by the firm’s ability to “deliver secure and seamless third-party engagement and a consolidated, enterprise-wide view of the client and their wealth management objectives”.

WDX1 is the flagship, multi award-winning CLM solution from Wealth Dynamix, designed to support the complex requirements of wealth management companies from a single unified platform. Its CRM preserves client data in an organised and structured form, while its CLM capabilities create a 360-degree view of the client lifecycle, from prospecting to onboarding to account management to servicing, and finally to re-engagement. Wealth Dynamix clients are able to cut operational costs, ensure that compliance requirements are met, and free up time for relationship managers to engage more frequently and effectively with clients.

Dominic Gamble, Head of Asia Pacific at Wealth Dynamix, commented: “Winning the WealthBriefing Asia award for ‘Best CRM System’ is very important to us because it validates that our CRM, which forms the foundation of our award-winning CLM solution, is rock solid. Being recognised as the best in the market builds trust within the Asian wealth management community, and will undoubtedly open many doors of opportunity for Wealth Dynamix in the future.”

ClearView Financial Media’s CEO, and Publisher of WealthBriefing, Stephen Harris, said: “Wealth Dynamix is a worthy winner of the WealthBriefing Asia CRM award.  These awards acknowledge the very best operators in the private client industry, with ‘independence’, ‘integrity’ and ‘genuine insight’ being the watchwords of the judging process.”

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