Here at the Insights Centre you will find client case studies, white papers, brochures and blog posts that provide thought leadership on the industry and more information on WDX ONE.
Meet the people behind WDX at one of our many events and find out more out our awards as we’re especially proud when our success is recognised.
Wealth Dynamix, a leading Client Management Solution provider has been shortlisted for 7 awards, including Onboarding, CRM and Thought Leadership categories, at the Family Wealth Report Awards NYC 2019.
A well-designed and fully-integrated Client Lifecycle Management (CLM) solution has the ability to transform client relationships whilst empowering Wealth Managers to maximize the potential of technology and withstand future regulatory changes.
Client Lifecycle Management specialists, Wealth Dynamix, drives further international expansion with the recent launch of their Singapore office, following the opening of offices in New York, Toronto and Zurich earlier this year.
Wealth Dynamix, one of Switzerland’s foremost Client Lifecycle Management Solution providers, are proud to announce they have been shortlisted for 8 awards
Wealth Dynamix has seen its international expansion continue apace, with the recent opening of the New York and Toronto offices.
Welcoming Kevin Jennings and Chad Jennings to Wealth Dynamix who both previously worked at Boston Consulting Group’s subsidiary, Expand Research, a leading provider of competitive analysis for financial services.
Wealth Dynamix and ELCA, one of the largest independent Swiss Consultancy firms have partnered to drive digitization in the Private Banking sector in Switzerland. This new partnership will enable ELCA to offer its customers a solution designed to deliver specific business outcomes around client acquisition, client management and onboarding.
Wealth Dynamix is delighted to be recognised for its ‘Best CRM System’ for three years running at the Goodacre Systems in the City awards. To add to this success, the team’s Senior Support Analyst, Martin Lund, was awarded ‘Support Specialist’ of the year.
Wealth Dynamix beats stiff competition from the likes of Temenos, Appway and Avaloq to win ‘Outstanding Digital Solutions Provider’ at the 2018 Private Banking & Wealth Management awards in London earlier this month.
Wealth Dynamix announces its recent ranking in the Financial Times FT 1000, the complete list of Europe’s fastest-growing companies. The firm was named the 5th fastest growing Fintech Company with an impressive 1,500 +% revenue growth over a 4-year period.
Robo advice may have graced the media for some time, but it accounts for less than 1% of the UK’s non-advised online investment market. While take-up may have been hindered by limited performance data and high customer acquisition costs, there is another challenge facing the online advice industry: Suitability.
Wealth Dynamix (WDX), one of Europe’s leading Client Lifecycle Management solution provider was last night awarded ‘Best CRM System’ at the WealthBriefing European Awards 2018.
WDX has appointed Niklas Lindberg as Chief Revenue Officer, with immediate effect. Previously head of Microsoft Switzerland’s Financial Services Industry segment, Niklas has more than 20 years’ experience within the technology industry and has held various management roles across EMEA and the USA.
In just over a month, General Data Protection Regulation (GDPR) comes into force, but the panel members’ on-going discussions with financial services firms have confirmed that many are lagging somewhat behind in their preparations.
The General Data Protection Regulation (GDPR) will come into force on 25 May, with the aim of prompting a paradigm shift in the way we think about data, and how it is attained, managed, processed and erased.
Wealth Dynamix, a global client lifecycle management solution provider was last night crowned ‘Best On-boarding solution’ at the 5th Family Wealth Report Awards 2018 held at the exclusive Mandarin Oriental, New York.
Wealth Dynamix (WDX), a global Client Management Solution provider have been shortlisted for 6 categories for the WealthBriefing European Awards 2018.
In a world of unprecedented disruption, the battle for the client has intensified. Yet as the wealth management sector comes to terms with this changing landscape, the client is fast evolving – at the risk of outpacing much of the wider industry.
WDX have been recognised as a representative provider by Gartner for two of their Banker’s guides: Banker’s Guide to Wealth Management Front-Office Systems and Banker’s Guide to Wealth Management Mid- and Back-Office Systems.
Wealth Dynamix (WDX) were shortlisted alongside Avaloq and Profile Software for the ‘Outstanding Front-End Digital Solutions Provider’ at the Private Banker International Swiss Awards 2017. WDX were proudly named the winners of this prestige award in Zurich on 12th December 2017.
Wealth Dynamix (WDX) have been shortlisted for 8 awards at the Wealthbriefing Swiss Awards 2018.
Wealth Dynamix (WDX), one of the USA’s foremost client management solution providers has been shortlisted for the Family Wealth Report Awards.
WDX today announced that it ranked number 19 in the 2017 Deloitte UK Technology Fast 50, a ranking of the 50 fastest growing technology companies in the UK. Rankings are based on percentage revenue growth over the last four years. WDX grew 1,563% during this period.
Money is moving. Unprecedented global uncertainty coupled with the increasingly international nature of high net worth individuals themselves mean that the world’s wealth is constantly shifting.
Britain’s fastest-growing private tech companies were announced in the 17th annual Sunday Times Hiscox Tech Track 100 league table on 10th September 2017.
Video coverage of the WDX & PAM Digital Forum 2017.
We have long been warned that there are two certainties in life – death and taxes. However, as the technological revolution has unfolded, a new certainty has emerged: digitisation.
It is fair to say that change has become the norm within financial services today. The last few years have seen businesses invest on multiple levels in understanding the steady stream of regulation we face and then adjusting their propositions and processes to ensure they comply with this.
Are you ready for GDPR? Be prepared or pay the price… Find out who this will affect, what you must do and what will happen if you don’t…
Regtech is a now becoming an increasingly familiar concept within Financial Services, but like an ink blot, it is open to many differing interpretations. It is perhaps best to think of Regtech in the context of its more widely known relation, Fintech
The digitalisation of wealth management will continue and bring benefits to the sector. However the human element will not disappear in the foreseeable future as machines are unable to provide “empathy”…
Launches WDX USA, securing first client and office in Miami
Traditionally, wealth managers have built their businesses on personal relationships, often going back decades and relying on regular face-to-face contact.
For any firm in the Wealth and Investment Management industry that make their services available via intermediary partners, there is an ongoing effort to drive business with a broader range of firms, and extend relationships further into existing networks.
WDX have partnered with FCA authorised firm, Thornbridge Investment Management LLP, as part of an ongoing effort to ensure suitability and conduct risk guidelines are met across their best practice product, WDX ONE, in line with the changing regulations in the industry.
At its core, onboarding is the process of ﬁnalising a new relationship with a prospective client.
For wealth and investment management ﬁrms, the value proposition for leveraging cloud technology affects the entire business.
As the Wealth Management industry continues to advance and integrate new technology, cloud technology has developed as a primary enabler for growing firms to deal with increased regulatory pressure and a demanding client base.
The recent advancements in technology has meant that most firms have started to acquire a more digital approach in their business outlook, however, going ‘digital’ has different meanings for some managers.
In wealth management today, technology is used to compliment customer service but finding the right balance is no easy feat.
Since the votes came in and it was announced that Britain has decided to leave the EU, the country has been in a state of shock.
WDX are proud to sponsor team Endeavour, which includes our very own Marketing Manager, Laura Dalziel, to row 23 miles across The Channel for a very worthy cause.
Cloud computing – what does this form of technology mean for the wealth management industry?
Wealth Dynamix Launch WDX ONE- the First Comprehensive CRM Cloud Solution for Wealth and Investment Managers
WEALTH MANAGEMENT TECH FIRM WDX REPORTS 115% REVENUE GROWTH, AS DEMAND FOR DIGITAL TRANSFORMATION AND BUSINESS INTELLIGENCE DRIVES TECHNOLOGY INNOVATION IN THE UK WEALTH SECTOR
With 2016 fast approaching so comes also a raft of fresh challenges and opportunities in the wealth industry.
We are delighted to annouce that Wealth Dynamix will feature in the inaugural Sunday Times Sage Start-up Track 15, published in The Start-up List 2015 magazine on 15th November 2015, in the Sunday Times digital edition, and on our website from Sunday.
A firm focusing on CRM systems in wealth management is celebrating a lot of achievements.
Conduct Risk regulations are driving critical technological innovation and growth across the UK’s banking and wealth management sectors…
Discretionary wealth manager Ruffer LLP with £19 billion under management, recently went live on Wealth Dynamix’s Customer Relationship Management (CRM) software platform…
Following a strategic review of its front office operations, UK-based private client investment firm Ruffer has appointed Wealth Dynamix, or WDX, to implement…
Only 25% of wealth management firms had conducted serious conduct risk assessments and only 15% had actually evolved an IT-related strategy to address the issues.
Our ground breaking Breakfast Briefing, “Harnessing Technology To Tackle Conduct Risk” was a great success.
UK regulations about what is called “conduct risk” are driving important innovation in the country’s banking and wealth management industry.
Brent Randall joined other members in the industry to discuss various current topics that wealth managers are facing.
Wealth management tech firm WDX reports 700% revenue growth and several major clients live on their wealth CRM solution
WDX CRM to help drive future growth for James Hambro & Partners LLP…
Pulse and Wealth Dynamix have announced a joint venture to allow Pulse to enhance its offering to clients through the introduction of a powerful CRM solution.
Wealth Dynamix, provider of wealth management CRM software solutions, has announced that Quilter, the specialist private client wealth management business, has been using its consulting group to deliver the Microsoft Dynamics CRM solution for its UK client operations.