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

WealthTech100 2020

London, UK, April 28, 2020 – Wealth Dynamix, a global leader in Client Lifecycle Management (CLM) solutions, has been ranked as one of the leading 100 WealthTech companies in the world for the second consecutive year, in a list compiled by specialist financial technology research firm, FinTech Global.

Launched in 2019, the WealthTech100 list showcases companies that are playing a pioneering role in transforming the global investment and banking industries. The 2020 list of the world’s most innovative technology solution providers for asset managers, private banks and financial advisors was selected from a highly competitive long list of 1200 firms. Wealth Dynamix was awarded its place on the WealthTech100 list by a panel of analysts and industry experts, in recognition of its innovative use of technology to generate cost savings and efficiency improvements within the CLM process.

WDX1 is the flagship, multi-award winning digital CLM solution from Wealth Dynamix, designed to support the complex requirements of wealth management companies from a single unified platform. Its capabilities span the entire client lifecycle, including client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management and ongoing client servicing.

“Established investment firms, private banks and advisors need to be aware of the latest innovation in order to remain competitive in the current market, which is heavily focused on digital distribution and transformation initiatives,” said Richard Sachar, director of FinTech Global. “The WealthTech100 list helps them do just that and identify new business models which will have lasting impact on the industry.”

Gary Linieres, CEO and founder at Wealth Dynamix, commented: “We are delighted to appear on the WealthTech100 list for the second year running. Wealth Dynamix has worked hand in glove with wealth management firms since 2012 to drive efficiencies and substantial cost savings throughout the CLM process. In the past few months our clients have faced unprecedented challenges. It has been especially rewarding to see them managing business continuity so successfully, by providing advisors with innovative WDX1 tools that support remote working and help to maintain high levels of client service.”

For a full list of the WealthTech100 2020, visit www.WealthTech100.com.

Share

Share on email
Share on twitter
Share on linkedin
Wealth Dynamix delivers Client Lifecycle Management solutions to the world’s leading private banks and wealth and asset management firms.

READ OUR INSIGHTS

New Research Lifts the Lid on Front Office Life in Wealth Management, in the Relationship Managers Own Words

10 May 2021

New Research Lifts the Lid on Front Office Life in Wealth Management, in the Relationship Managers Own Words

Relationship managers shared their views on their roles and the barriers that stand in the way of delivering the best client service.

3 min. read

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

Request a Demo

By clicking send below, you have read and agreed to Wealth Dynamix's Privacy Policy.

GET THE BROCHURE
Client Onboarding

By clicking submit below, you have read and agreed to Wealth Dynamix's Privacy Policy.