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WEALTH DYNAMIX HAVE BEEN SHORTLISTED FOR 8 AWARDS INCLUDING BEST ‘CRM SYSTEM’ AND BEST ‘FRONT OFFICE SOLUTION’ AT THE WEALTHBRIEFING SWISS AWARDS 2019

Wealth Dynamix, one of Switzerland’s foremost Client Lifecycle Management Solution providers, are proud to announce they have been shortlisted for 8 awards, including ‘CRM System’, ‘Onboarding’ and ‘Compliance’ categories, at the WealthBriefing Swiss Awards 2019. This is an outstanding achievement for Wealth Dynamix as the firm marks its presence in Switzerland.

 

Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognize companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during 2018’.

 

Winners will be announced at a gala awards dinner which will be held in Geneva on 7 February 2019 at the Hotel President Wilson.

 

To view a full list of all categories, please click here.