London, UK, June 28, 2021 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has been accepted into the Mayor’s International Business Programme, a 12-month accelerator programme that helps UK scale-up firms go global, run by London & Partners and supported by the Mayor of London.
Established London firms that are looking to grow their business in new markets can apply for the prestigious programme, which provides world-class support and advice for international business success. London & Partners will provide bespoke, on-the-ground support in key global markets, as well as one-to-one guidance from specialist business leaders. Through the programme, scale-up businesses gain access to invite-only workshops and corporate engagement events, as well as having the opportunity to join high-profile targeted trade missions.
Headquartered in the UK, Wealth Dynamix are no strangers to working internationally with clients and offices in Switzerland, France, and Singapore. Aided by the support and advice received through the programme Wealth Dynamix will continue its international expansion. International awareness of the brand will be raised as the firm continues to educate the wealth management market on what exceptional client lifecycle management includes, and the benefit of technology to support it.
Wealth Dynamix solves key CLM challenges with intelligent technology. Their two award-winning CLM platforms – WDX1 and CLMi – eliminate friction and inefficiency throughout the client lifecycle, from initial acquisition, to onboarding, through to ongoing relationship management and client servicing. The solutions orchestrate journeys throughout the client lifecycle, ensure compliance and significantly enrich client experience.
Dhaval Gore, Head of the Mayor’s International Business Programme at London & Partners, said: “I am delighted to welcome Wealth Dynamix to the Mayor’s International Business Programme (MIBP). To date, the MIBP has helped more than 1000 high-growth London companies win business in international markets, creating more than 1700 jobs for the global economy. We are extremely proud to be shining a light on what London’s fastest-growing businesses have to offer overseas.”
Lucy Heavens, Marketing Director at Wealth Dynamix, commented: “We are proud to have reported eight years of growth, despite the challenges raised by the pandemic. Our international expansion has been successful, and we now have an office in Paris and several significant global clients, including a large European private bank headquartered in France and a major global bank headquartered in Singapore. Now the business is established with strong roots and a good presence, we feel well placed to continue our growth by expanding into new markets. Covid has accelerated digitisation and highlighted the need for wealth managers to be able to manage relationships seamlessly from anywhere, anytime. They also need to sustain high levels of digital client interaction, increase the speed and agility of onboarding, and ensure ongoing compliance. Technology enables wealth managers to manage the end-to-end client lifecycle more efficiently.”
5 October 2021
Wealth Dynamix opens new office in Lithuania to accommodate the growth of the local team, which is set to double in size over the next 12 months.
2 min. read
4 August 2021
Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"
2 min. read
10 May 2021
Relationship managers shared their views on their roles and the barriers that stand in the way of delivering the best client service.
3 min. read