Wealth Dynamix, a leading global client lifecycle management solution provider was recently accoladed the Best Integrated Front Office Solution with Microsoft Dynamics 365 by Asian Private Banker.
Since 2015, the Asian Private Banker Technology Awards has been celebrating the innovations and achievements of Asia’s rapidly growing financial technology sector every year.
At the award luncheon held on 8 March 2019 at Tower Club Singapore, Wealth Dynamix Head of APAC, Dominic Gamble and Microsoft Dynamics Asia Director of Financial Services, Gabriel Chan went on stage to receive the trophies with a big smile. This is the first award in Asia for Wealth Dynamix with our partner, Microsoft.
The solution, WDX One is recognized as the client lifecycle management solution where relationship managers are equipped with the tools they need to keep close with clients throughout the entire customer journey, from the first engagement to management after the clients are onboarded. Click here to a write up by Asian Private Banker on why Wealth Dynamix and Microsoft were awarded.
Commenting on the win, Dominic Gamble, Head of APAC, Wealth Dynamix said
With ongoing project deliveries, and conversations shared with wealth management institutions in the industry, the message is conclusive that a true end-to-end Client Lifecycle Management solution is foundational and powerful technology component in this digital world.
And that is what Wealth Dynamix and Microsoft provide exactly – the efficiencies and growth opportunities is now possible through the likes of prospect engagement, digital onboarding, compliance servicing and work flow management, then become substantial and achievable.
Commenting on the achievement, Gabriel Chan, Director of Financial Services, Microsoft Asia said: “We are proud to win this category second time round and this time with a strategic partner Wealth Dynamix! This is a recognition for our success in the financial industry with more than 7,500 financial institutions on Dynamics 365, a platform providing the fastest path to digitization and delivering exceptional business insights to drive business growth. Very thrilled to be recognized by Asian Private Banker!”
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
4 May 2021
Wealth Dynamix ranked as one of the world’s leading 100 WealthTech companies for the third consecutive year.
3 min. read
21 May 2020
Wealth Dynamix receives XCelent Overall award for outstanding performance in Celent's Wealth Management Client Onboarding Platforms ABCD Vendor View report.
2 min. read