Wealth Dynamix
Explore our latest Client Lifecycle Management news, insights and thought leadership
27 October 2022
Wealth Dynamix, specialists in Client Relationship Management (CRM) and Client Lifecycle Management (CLM) for the wealth and private banking industry, has been awarded BS EN ISO/IEC 27001:2017 certification.
3 min. read
25 October 2022
Wealth Dynamix is proud to be awarded Best CLM Solution UK in the Wealth & Finance International 7th annual Fund Awards 2022.
2 min. read
11 July 2022
Wealth Dynamix today announces Banco Sabadell, Miami Branch and Wealth Dynamix, have extended their working partnership for a further five years, heralding a decade-long commitment to the delivery of end-to-end client lifecycle management for HNW and UHNW individuals.
3 min. read
23 June 2022
Using a handful of typical use case throughout the client lifecycle, the benefit calculator gamifies business case generation by allowing firms to generate the likely benefits of to a digital-first CLM platform - all reflected in terms of revenue in, or costs out of the firm.
3 min. read
7 June 2022
Wealth Dynamix today announces that they are currently providing fully digitalised Client Lifecyle Management (CLM) solutions for the four companies with the top performing wealth managers in the world.
3 min. read
2 June 2022
We are delighted to announce that Wealth Dynamix has been awarded ‘Best CLM (Customer Lifecycle Management) Solution’ and ‘Best Digital Offering’ at the WealthBriefing Asia awards.
2 min. read
26 May 2022
We have partnered with Unblu to integrate our secured conversational multi-channel platform to our Client Lifecycle Management solutions offering new ways of engaging with HNW end-clients.
3 min. read
25 April 2022
We’re proud to announce Mirabaud is launching the largest digital transformation project the bank has ever embarked on and Wealth Dynamix’s CLM solution, CLMi will be core to its capabilities.
3 min. read
21 March 2022
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
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Wealth Dynamix is a global Client Lifecycle Management technology provider for the wealth and asset management industries.