Insights

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

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Webinar: 7 Myths about Client Lifecycle Management for wealth managers

2 November 2021

Webinar: 7 Myths about Client Lifecycle Management for wealth managers

There are many misconceptions around CLM in wealth management which can lead to costly mistakes. We look at the top 7 myths and how to deal with them.

1 min. read

Wealth Dynamix team expands in Lithuania

5 October 2021

Wealth Dynamix team expands in Lithuania

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

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

4 August 2021

Wealth Dynamix Wins ‘XCelent Functionality Award’ in New Wealth Management CRM Report

Analysts praised "the system’s ability to create a 360-degree view of the client and its workflow management capabilities"

2 min. read

Wealth Dynamix Selected to Join Mayor’s International Business Programme, an Accelerator Programme That Helps UK Scale-up Firms Go Global

28 June 2021

Wealth Dynamix Selected to Join Mayor’s International Business Programme, an Accelerator Programme That Helps UK Scale-up Firms Go Global

Aided by the support and advice received through the programme, Wealth Dynamix will continue its international expansion.

3 min. read

New Research Lifts the Lid on Front Office Life in Wealth Management, in the Relationship Managers Own Words

10 May 2021

New Research Lifts the Lid on Front Office Life in Wealth Management, in the Relationship Managers Own Words

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

Wealth Dynamix Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency

4 May 2021

Wealth Dynamix Named a WealthTech100 Company for Client Lifecycle Management Innovation that Cuts Costs and Eliminates Inefficiency

Wealth Dynamix ranked as one of the world’s leading 100 WealthTech companies for the third consecutive year.

3 min. read

Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms

13 April 2021

Wealth Dynamix Launches Cloud-based Client Lifecycle Management SaaS Solution for Wealth Management Firms

CLMi helps relationship managers to prioritise daily work, meet regulatory obligations and facilitate focus on profitable outcomes for clients.

3 min. read

Wealth Dynamix named as an ‘Enabler’ in new industry rankings aimed at the fast-changing wealth landscape

16 March 2021

Wealth Dynamix named as an ‘Enabler’ in new industry rankings aimed at the fast-changing wealth landscape

One of just two ‘Enablers’ within the Market Map, Wealth Dynamix scored most highly on technology and digital enablement.

2 min. read

Major French Private Bank Digitises Onboarding with Wealth Dynamix

15 December 2020

Major French Private Bank Digitises Onboarding with Wealth Dynamix

One of France’s leading independent private banks will leverage Wealth Dynamix technology to digitise their client onboarding function.

2 min. read

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