Wealth Dynamix

Insights

Explore our latest Client Lifecycle Management news, insights and thought leadership

Browse by type

Wealth Dynamix now available on Temenos Exchange

1 February 2024

Wealth Dynamix now available on Temenos Exchange

Wealth Dynamix, a leading provider of Client Lifecycle Management solutions, today announced Wealth Dynamix is available on Temenos Exchange, the partner ecosystem of integrated fintech solutions.

3 min. read

Transforming client relationship and wealth management: Wealth Dynamix joins forces with Flanks

9 November 2023

Transforming client relationship and wealth management: Wealth Dynamix joins forces with Flanks

Wealth Dynamix and Flanks, two leading innovators in the wealth management sector, are thrilled to announce their strategic partnership aimed at transforming client engagement and financial management practices.

3 min. read

Wealth Dynamix partners with REGDATA to create an industry first: a fully tokenised Client Lifecycle Management solution in the cloud!

19 October 2023

Wealth Dynamix partners with REGDATA to create an industry first: a fully tokenised Client Lifecycle Management solution in the cloud!

Wealth Dynamix today announces that they have partnered with REGDATA to create the first fully tokenised Client Lifecycle Management (CLM) solution in the cloud.

3 min. read

Wealth Dynamix secures 10th award this year: Best CRM Solution at SITC Awards

27 June 2023

Wealth Dynamix secures 10th award this year: Best CRM Solution at SITC Awards

Wealth Dynamix wins 10th industry award at SITCA 2023 for the Best CRM Solution, reinforcing innovation and excellence in the wealth management industry.

2 min. read

Wealth Dynamix beats off stiff competition for IBSi’s best CRM Provider Award

16 June 2023

Wealth Dynamix beats off stiff competition for IBSi’s best CRM Provider Award

Wealth Dynamix has beaten off nominations from 94 firms in 47 countries to be crowned Best CRM provider 2023 by IBS Intelligence.

2 min. read

Wealth Dynamix scoops Best Platform for Client Comms & Engagement Global Private Banking

8 June 2023

Wealth Dynamix scoops Best Platform for Client Comms & Engagement Global Private Banking

Wealth Dynamix globally recognised as Best Platform for Client Comms & Engagement underscoring leadership in the delivery of hyper-personalised client experiences whilst delivering cost-efficiencies along the client lifecycle.

2 min. read

Wealth Dynamix cements global recognition as double winners at the WealthBriefing 2023 APAC awards for Best CRM AND Best Digital Offering in APAC

6 June 2023

Wealth Dynamix cements global recognition as double winners at the WealthBriefing 2023 APAC awards for Best CRM AND Best Digital Offering in APAC

Wealth Dynamix cements global recognition with two more WealthBriefing awards for Best CRM and Best Digital Offering in the APAC region following recent triumphs in the UK, Americas, Swiss and the European awards.

2 min. read

Third Financial and Wealth Dynamix team up on client lifecycle integration

16 May 2023

Third Financial and Wealth Dynamix team up on client lifecycle integration

Investment platform Third Financial has launched a market-leading integration with Wealth Dynamix, as it continues its campaign against fragmented technology in the wealth management and advice sector.

3 min. read

Wealth Dynamix appoints new sales manager Steve D’Souza

10 May 2023

Wealth Dynamix appoints new sales manager Steve D’Souza

Steve will lead and further develop business opportunities in the UK, USA, Canada, Middle East, South Africa, and Scandinavia.

2 min. read

Load More

Sign up to our Newsletter

GET THE BROCHURE
Client Onboarding