Insights

Explore our company news, experiences and insights as we deliver Client Lifecycle Management solutions worldwide!

Wealth Dynamix named double winners at the Goodacre Systems in the City Awards

18 July 2018

Wealth Dynamix named double winners at the Goodacre Systems in the City Awards

Leading service and system suppliers were announced at the Systems in the City Fintech Awards during a ceremony at Merchant Taylors’ Hall last week.

3 min. read

Wealth Dynamix named winner for ‘Outstanding Digital Solutions Provider’

25 June 2018

Wealth Dynamix named winner for ‘Outstanding Digital Solutions Provider’

Wealth Dynamix wins ‘Outstanding Digital Solutions Provider’ at the 2018 Private Banking & Wealth Management awards in London earlier this month.

3 min. read

Wealth Dynamix crowned ‘Best CRM System’ at the Wealthbriefing European Awards

30 April 2018

Wealth Dynamix crowned ‘Best CRM System’ at the Wealthbriefing European Awards

Wealth Dynamix, leading Client Lifecycle Management solution providers, was awarded ‘Best CRM System’ last night at the WealthBriefing European Awards 2018.

3 min. read

Wealth Dynamix crowned ‘Best Onboarding Solution’ at Family Wealth Report Awards in NY

21 March 2018

Wealth Dynamix crowned ‘Best Onboarding Solution’ at Family Wealth Report Awards in NY

Wealth Dynamix was crowned ‘Best On-boarding solution’ at the 5th Family Wealth Report Awards 2018 held at the exclusive Mandarin Oriental, New York.

6 min. read

Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards

9 February 2018

Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards

Wealth Dynamix wins 4 awards, including ‘Best CRM’ for wealth management at the WealthBriefing Swiss Awards. The awards dinner was held at Geneva.

3 min. read

Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Switzerland Awards

14 December 2017

Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Switzerland Awards

Wealth Dynamix wins Outstanding Front-End Digital Solutions Provider at the Private Banker International Swiss Awards 2017.

3 min. read

Wealth Dynamix wins ‘Best CRM Solution’

14 July 2017

Wealth Dynamix wins ‘Best CRM Solution’

Wealth Dynamix awarded the ‘Best CRM Solution’ 2017 for their ‘expertise and track record in delivering CRM and client on boarding solutions’.

3 min. read

Wealth Dynamix wins Best Technology Provider 2017

22 May 2017

Wealth Dynamix wins Best Technology Provider 2017

Wealth Dynamix was crowned ‘Best Technology provider- Front Office' at the 5th Wealthadviser Awards for the second year running.

1 min. read

WDX1 crowned Best CRM System at the WealthBriefing Swiss Awards

10 February 2017

WDX1 crowned Best CRM System at the WealthBriefing Swiss Awards

Wealth Dynamix, one of Switzerland’s foremost Client Management platform providers was, last night, crowned ‘Best CRM System’

3 min. read

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