Insights

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

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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

Wealth Dynamix Completes Eighth Year of Growth and Continues Expansion Despite Global Pandemic Challenges

3 November 2020

Wealth Dynamix Completes Eighth Year of Growth and Continues Expansion Despite Global Pandemic Challenges

Wealth Dynamix has worked with new and existing clients to deliver the critical capabilities required to support remote working and business continuity.

3 min. read

Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives

13 October 2020

Wealth Dynamix Formalises Partnership with Chappuis Halder & Co. to Embed Client Lifecycle Management within Best Practice Digital Transformation Initiatives

Wealth Dynamix and CH&Co. join forces to deliver enterprise-scale digital transformation projects that have CLM as a core requirement.

3 min. read

Wealth Dynamix Partners with Ortec Finance to Add Goal Based Wealth Management Insights to a Single Client View

23 June 2020

Wealth Dynamix Partners with Ortec Finance to Add Goal Based Wealth Management Insights to a Single Client View

The integration will provide relationship managers and advisors with complete, seamless visibility of every client’s portfolio progress against pre-defined goals, from within a single, unified advisor workspace.

3 min. read

New Research Confirms that Asia Relationship Managers Still Have Inadequate Tools and Insufficient Time to Improve the Client Experience

17 June 2020

New Research Confirms that Asia Relationship Managers Still Have Inadequate Tools and Insufficient Time to Improve the Client Experience

Ground-breaking independent wealth management study confirms the vital role of technology in overcoming relationship management challenges in Asia.

2 min. read

Wealth Dynamix Wins WealthBriefing Asia Best CRM Award for Second Consecutive Year

15 June 2020

Wealth Dynamix Wins WealthBriefing Asia Best CRM Award for Second Consecutive Year

Judges cite innovative application of Customer Relationship Management and a pioneering approach to Client Lifecycle Management as key differentiators for Wealth Dynamix.

2 min. read

Connective and Wealth Dynamix join forces to eliminate signatory challenges throughout the digital client journey

9 June 2020

Connective and Wealth Dynamix join forces to eliminate signatory challenges throughout the digital client journey

The combination of Wealth Dynamix and Connective facilitates digital transformation by eliminating manual, paper-based signature processes, which are inefficient, error-prone, and in many cases impractical.

2 min. read

Wealth Dynamix and Azqore Extend Partnership to Deliver Fully Integrated Core Banking with Client Lifecycle Management

2 June 2020

Wealth Dynamix and Azqore Extend Partnership to Deliver Fully Integrated Core Banking with Client Lifecycle Management

Wealth Dynamix and Azqore partner to simplify the technology stack, remove key man dependency and significantly reduce cost within wealth management operations.

3 min. read

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

21 May 2020

Wealth Dynamix Wins XCelent Overall Award in Celent Wealth Management Client Onboarding Report

Wealth Dynamix receives XCelent Overall award for outstanding performance in Celent's Wealth Management Client Onboarding Platforms ABCD Vendor View report.

2 min. read

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