Insights

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

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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

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

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