Insights

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

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

Capita Partners with Wealth Dynamix for Best in Class Client Lifecycle Management

11 May 2020

Capita Partners with Wealth Dynamix for Best in Class Client Lifecycle Management

Wealth Dynamix and Capita partner to incorporate Client Lifecycle Management within digital transformation deployments for private banks and wealth and asset management firms.

2 min. read

Wealth Dynamix CEO Gary Linieres Recognised for Exceptional Leadership by CEO Today Magazine

7 May 2020

Wealth Dynamix CEO Gary Linieres Recognised for Exceptional Leadership by CEO Today Magazine

Dedicated to recognising exceptional leadership, the CEO Today United Kingdom awards celebrate Britain's most successful CEO's and entrepreneurs.

1 min. read

Wealth Dynamix Named a WealthTech100 Company for its Pioneering and Innovative Approach to Client Lifecycle Management

28 April 2020

Wealth Dynamix Named a WealthTech100 Company for its Pioneering and Innovative Approach to Client Lifecycle Management

Wealth Dynamix named a WealthTech100 company for the second consecutive year, in a list compiled by financial technology research firm, FinTech Global.

2 min. read

Wealth Dynamix Cited a ‘Most Influential FinTech Company’ by the Financial Technologist

3 March 2020

Wealth Dynamix Cited a ‘Most Influential FinTech Company’ by the Financial Technologist

Wealth Dynamix selected for their potential to make a major impact on the financial technology industry in the year ahead.

1 min. read

Wealth Dynamix Joins Forces with Recordsure to Transform Client Engagement at Scale

2 March 2020

Wealth Dynamix Joins Forces with Recordsure to Transform Client Engagement at Scale

The combined platform from Wealth Dynamix and Recordsure will substantially increase the effectiveness and reduce the cost of managing client engagements across the entire client lifecycle.

3 min. read

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